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  • Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A)

Formerly Invesco India Equity & Bond Reg DP

Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A)

Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A)

HybridAggressive Hybrid

14.0644

NAV (Aug 03)

11.7%
Till Date CAGR
Scripbox Opinion

Neutral

Click here 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.

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

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

378 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

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

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Scheme Information

Investment Objective

To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.46 %
Launched (3y ago)
Jun 30, 2018
AUM in Crores
₹ 378
ISIN
INF205K010Q5
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Krishna Cheemalapati

Fund Manager

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Pranav Gokhale

Fund Manager

user-avatar

Taher Badshah

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

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About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 41,169 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.

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

    Invesco India Growth Opportunities Fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 3,930 Cr

    Fund Size

    15.50%

    5 Year CAGR

    5 Y CAGR

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A)

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A)

    Diversified

    Top Ranked

    ₹ 3,930 Cr

    Fund Size

    15.50%

    5 Year CAGR

    5 Y CAGR

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (PIDCW-A)

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (PIDCW-A)

    Diversified

    Top Ranked

    ₹ 3,930 Cr

    Fund Size

    15.50%

    5 Year CAGR

    5 Y CAGR

    Invesco India largecap Fund (G)

    Invesco India largecap Fund (G)

    Large Cap

    Top Ranked

    ₹ 343 Cr

    Fund Size

    13.20%

    5 Year CAGR

    5 Y CAGR

    Invesco India Mid Cap Fund (G)

    Invesco India Mid Cap Fund (G)

    Mid Cap

    Top Ranked

    ₹ 1,705 Cr

    Fund Size

    17.90%

    5 Year CAGR

    5 Y CAGR

    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A)

    About Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A)

    Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A) is a aggressive hybrid hybrid fund and has delivered an annualised return of 11.7% over a period of 3 years .The fund was previously known as Invesco India Equity & Bond Reg DP.The fund is managed by Invesco Asset Management (India) Private Ltd.The fund managers are Krishna Cheemalapati, Pranav Gokhale, Taher Badshah

    Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A) 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 of Income Dist cum Capital Wtdrl (PIDCW-A) NAV,AUM,Risk

    The Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A) fund was launched on Jun 30, 2018. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-08-03 is ₹ 14.0644. The total AUM (Asset Under Management) of the fund as of 2021-08-04 is ₹ 377.586. The category risk of the Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.46 % as expense ratio.

    Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 71.7% in this asset class. The top three holdings of the fund are national bank for agriculture and rural development,ultratech cement limited and hdb financial services limited

    Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A) 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 of Income Dist cum Capital Wtdrl (PIDCW-A) 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

    Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A) Review

    Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Equity & Bond Fund of Income Dist cum Capital Wtdrl (PIDCW-A) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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