Invesco India Financial Services Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 2.86 | 17.11 | 13.54 | 12.85 |
| Average Rolling Returns(%) | 18.97 | 15.90 | 15.65 | 15.40 |
The Current NAV of Invesco India Financial Services Fund - Growth - Direct Plan is ₹174.81.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark Nifty Financial Services , as Funds portfolio is somewhat different.
Invesco India Financial Services Fund - Growth - Direct Plan fund’s expense ratio is 0.81%
The process for redemption is
The AUM of Invesco India Financial Services Fund - Growth - Direct Plan is currently ₹1,480 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Multi Commodity Exch and account for 35% of its portfolio. Top 5 and 10 stocks of fund account for 47% and 66% of fund’s portfolio respectively.
Top three sectors of Invesco India Financial Services Fund - Growth - Direct Plan fund are BFSI, IT and Miscellaneous accounting for 100% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Banks & Financial Service it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Invesco India Financial Services Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Banks & Financial Service.
Hiten Jain and Haresh Kapoor manage the Invesco India Financial Services Fund - Growth - Direct Plan Fund.
Invesco India Financial Services Fund - Growth - Direct Plan current PE ratio is 26.51 and PB ratio is 6.12
The asset allocation of Invesco India Financial Services Fund - Growth - Direct Plan is Stocks : 98.05%, Debt : 1.93% and Gold : 0%
The minimum SIP amount for Invesco India Financial Services Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for Invesco India Financial Services Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for above the limits on or before 1 year, Nil after 1 year
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