Invesco India PSU Equity Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 85.81 | 38.6 | 27.04 | 18.59 |
Average Rolling Returns(%) | 20.62 | 15.71 | 12.91 | 15.69 |
The Current NAV of Invesco India PSU Equity Fund - Growth - Direct Plan is ₹66.88.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.
Invesco India PSU Equity Fund - Growth - Direct Plan fund’s expense ratio is 0.96%
The process for redemption is
The AUM of Invesco India PSU Equity Fund - Growth - Direct Plan is currently ₹859 Crores.
The Top three stocks are Bharat Electronics, NTPC and SBI and account for 26% of its portfolio. Top 5 and 10 stocks of fund account for 43% and 69% of fund’s portfolio respectively.
Top three sectors of Invesco India PSU Equity Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Capital Goods accounting for 73% 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 - Thematic Fund - Other 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 PSU Equity Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Dhimant Kothari manages the Invesco India PSU Equity Fund - Growth - Direct Plan Fund.
Invesco India PSU Equity Fund - Growth - Direct Plan current PE ratio is 23.72 and PB ratio is 4.07
The asset allocation of Invesco India PSU Equity Fund - Growth - Direct Plan is Stocks : 96.94%, Debt : 3.05% and Gold : 0%
The minimum SIP amount for Invesco India PSU Equity Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Invesco India PSU Equity 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