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for top ranked funds in
aggressive hybrid mutual funds.
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt. This makes their performance difficult to assess. With a high Equity component, the impact of market fluctuations on these funds is also high. It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
Low
Moderately Low
Moderate
Moderately High
High
Moderately High risk
2.46%
Expense Ratio
30th Jun, 2018
Launched (2y ago)
₹
364
AUM in Crores
INF205K010Q5
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Amit Ganatra
Fund Manager
Krishna Cheemalapati
Fund Manager
Pranav Gokhale
Fund Manager
Taher Badshah
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
Continuous monitoring alerts
We will track our recommendations and suggest changes fund exists
whenever required.
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We review your investments and make course corrections every year to
make the best out of your investments
About Invesco India Equity & Bond Fund (Dividend Payout - Annually)
About Invesco India Equity & Bond Fund (Dividend Payout - Annually)
Invesco India Equity & Bond Fund (Dividend Payout - Annually) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 4.24% over a period of 2 years.
The fund is managed by Invesco Asset Management (India) Private Ltd.
The fund managers are Amit Ganatra, Krishna Cheemalapati, Pranav Gokhale, Taher Badshah.
Invesco India Equity & Bond Fund (Dividend Payout - Annually) Investment Objective
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
However, there is no assurance that the objective of the scheme will be realized.
Invesco India Equity & Bond Fund (Dividend Payout - Annually) NAV, AUM and Risk
The fund was launched on 2018-06-30. The NAV of the fund as of 2020-10-28 is ₹ 10.93. The total AUM of the fund as of 2020-10-28 is ₹ 364 Cr. The category risk of the fund is Moderately High risk
The fund charges 2.46 % as expense ratio.
Invesco India Equity & Bond Fund (Dividend Payout - Annually) Holdings
The fund’s highest allocation is towards equity and has invested 69.61% in this asset class.
The top three holdings of the fund are national bank for agriculture and rural development, reliance industries ltd and hdfc bank ltd.
Invesco India Equity & Bond Fund (Dividend Payout - Annually) SIP
The minimum SIP(Systematic Investment Plan) amount for this 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.
Invesco India Equity & Bond Fund (Dividend Payout - Annually) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR.
