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  • Invesco India Equity & Bond Fund (Growth)
Invesco Mutual Funds

Invesco India Equity & Bond Fund (Growth)

HybridAggressive Hybrid

14.8616

NAV (Nov 30)

9.3%
Till Date CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.8616

NAV (Nov 30)

Fund Returns

Last 1Y

4%

Last 3Y

10.1%

Last 5Y

NA

Last 10Y

NA

Since Inception

9.3%

6 Month CAGR

10.9%

Scheme Information

Investment Objective

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

Expense Ratio

2.44

Launched (4y ago)

Jun 30, 2018

AUM in Crores

400.093

ISIN

INF205K011Q3

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

15.9

Standard Deviation (5yr)

0

Beta (3yr)

1.04

Beta (5yr)

0

Sharpe Ratio (3yr)

0.4

Sharpe Ratio (5yr)

0

YTM

7.28

Fund Managers

Krishna Cheemalapati

Fund Manager

Pranav Gokhale

Fund Manager

Dhimant Kothari

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-11-30

Top Stock Holdings

7.38% govt stock 2027

7.5%
7.5%

icici bank ltd

5.6%
5.6%

hdfc bank ltd

4.6%
4.6%

triparty repo

4%
4%

lic housing finance limited

3.7%
3.7%
See all holdings

Allocation by Sector

financial services

20.1%
20.1%

consumer cyclical

14.7%
14.7%

industrials

10.1%
10.1%

technology

5.9%
5.9%

basic materials

5.7%
5.7%
See all sectors

Compare Invesco India Equity & Bond Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,996 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,116 debt and 9 hybrid funds.

amc-img

  • 022-67310000
  • mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    19%

    9.2%

    23.7%

    8.2%

    19%

    9%

    23.7%

    8.2%

    23.7%

    8.2%

    Invesco India Equity & Bond Fund (G) Review

    Invesco India Equity & Bond Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 9.3% over a period of 4 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Dhimant Kothari, Krishna Cheemalapati, Pranav Gokhale.

    Nav of Invesco India Equity & Bond Fund (G) as of 11/30/2022 is ₹14.86 with the total AUM as of 12/1/2022 is ₹400.093. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Equity & Bond Fund (G) was launched on Jun 30, 2018. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Invesco India Equity & Bond Fund (G) 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 Equity & Bond Fund (G)?

    Invesco India Equity & Bond Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Invesco India Equity & Bond Fund (G)?

    You can invest in Invesco India Equity & Bond Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Invesco India Equity & Bond Fund (G)?

    The minimum sip amount for Invesco India Equity & Bond Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Invesco India Equity & Bond Fund (G) good to invest in?

    As per Scripbox experts, Invesco India Equity & Bond Fund (G) is a Not Recommended fund. You can investInvesco India Equity & Bond Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Invesco India Equity & Bond Fund (G)?

    The expense ratio of the Invesco India Equity & Bond Fund (G) is 2.44% for regular plan.