- Mutual Funds
- Invesco Mutual Funds
- Invesco India Equity & Bond Fund (Growth)
Invesco India Equity & Bond Fund (Growth)
₹ 13.9742
NAV (Mar 21)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.9742
NAV (Mar 21)
Fund Returns
Last 1Y | -1.1% |
Last 3Y | 15.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.3% |
6 Month CAGR | -4.7% |
Scheme Information
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
Expense Ratio | 2.46 |
Launched (5y ago) | Jun 30, 2018 |
AUM in Crores | 378.144 |
ISIN | INF205K011Q3 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 1.04 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.357 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.39 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Invesco India Equity & Bond Fund (Growth) | NaN | NaN | % | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
7.38 6/20/2027 12:00:00 am
10.6%hdfc bank ltd
7.3%icici bank ltd
5.7%triparty repo
5.5%5.74 11/15/2026 12:00:00 am
3.8%Allocation by Sector
financial services
24.2%consumer cyclical
9.9%industrials
9.3%technology
7.8%basic materials
4.5%Compare Invesco India Equity & Bond Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,232 cr | ||
₹ 3,212 cr | ||
₹ 2,705 cr | ||
₹ 1,013 cr | ||
₹ 634 cr |
About the AMC
Invesco Asset Management (India) Private Ltd
Invesco Asset Management (India) Private Ltd manages assets worth 47,491 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.6% | 8.5% | ||
4.3% | 6.5% | ||
24.6% | 8.3% | ||
6% | 6.5% | ||
4.3% | 6.1% |
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 7.3% 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 3/21/2023 is ₹13.97 with the total AUM as of 3/22/2023 is ₹378.144. 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)?
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 2.46% for regular plan.