• Mutual Funds
  • Invesco Mutual Funds
  • Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M)

Formerly Invesco India Dynamic Equity DP

Invesco Mutual Funds

Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M)

HybridDynamic Asset Allocation Or Balanced Advantage

18.26

NAV (Jan 21)

9.5%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.

Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

15 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

701 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only

No single fund can achieve what a plan can. Learn why

Historical NAV

18.26

NAV (Jan 21)

Fund Returns

Last 1Y

11.2%

Last 3Y

9.6%

Last 5Y

9.5%

Last 10Y

12.5%

Since Inception

9.3%

6 Month CAGR

4.5%

info-icon-blue

Scheme Information

Investment Objective

To generate capital appreciation by investing in equity and debt securities which are managed dynamically.

Expense Ratio

2.3

Launched (15y ago)

Oct 04, 2007

AUM in Crores

700.152

ISIN

INF205K01239

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Pranav Gokhale

Fund Manager

user-avatar

Taher Badshah

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 1,954 cr

5

₹ 3,412 cr

5

₹ 136 cr

5

amc-icon

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 45,868 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,111 debt and 14 hybrid funds.

amc-img

  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Invesco India Growth Opportunities Fund (G)
    Invesco India Growth Opportunities Fund (G)

    17.9%

    12.3%

    17.9%

    12.3%

    17.9%

    12.3%

    18.4%

    13%

    23.7%

    16%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M) Review

    Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 9.3% over a period of 14 years. The fund was previously known as Invesco India Dynamic Equity DP. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Pranav Gokhale, Taher Badshah.

    Nav of Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M) as of 21/01/2022 is ₹18.26 with the total AUM as of 24/01/2022 is ₹700.152. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M) was launched on Oct 04, 2007. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M)?

    How to invest in Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M)?

    What is the minimum sip amount of Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M)?

    Is Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M) good to invest in?

    What is the expense ratio of the Invesco India Dynamic Equity Fund of Income Dist cum Capital Wtdrl (PIDCW-M)?