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

Invesco India Equity & Bond Fund (Growth)

HybridAggressive Hybrid

17.3659

NAV (Dec 06)

11.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more
fund-logo
Parag Parikh Flexi Cap Regular Growth
17.1%5Y CAGR
fund-logo
HDFC Large and Mid Cap Fund Growth
12.7%5Y CAGR
fund-logo
PGIM India Midcap Opportunities Fund Regular Growth
15.8%5Y CAGR
fund-logo
Canara Robeco Bluechip Equity Fund Regular Plan Growth
12.4%5Y CAGR

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

17.3659

NAV (Dec 6)

Fund Returns

Last 1Y
16%
Last 3Y
13.8%
Last 5Y
11.8%
Last 10Y
NA
Since Inception
10.6%
6 Month CAGR
14.2%

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
2.41
Launched (5y ago)
Jun 30, 2018
AUM in Crores
399.462
ISIN
INF205K011Q3
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.6
Standard Deviation (5yr)
13.5
Beta (3yr)
0.96
Beta (5yr)
1.04
Sharpe Ratio (3yr)
0.864
Sharpe Ratio (5yr)
0.479
YTM
7.38
Fund Managers

Hiten Jain

Fund Manager

Krishna Cheemalapati

Fund Manager

Dhimant Kothari

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Equity & Bond Fund (Growth)70%9,79,519 2,46,90711.8%
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.

Asset allocation and Holdings

Last updated on 2023-12-06

Top Stock Holdings

7.38% govt stock 2027

6.9%
6.9%

icici bank ltd

5.8%
5.8%

7.18% govt stock 2037

4.8%
4.8%

5.74% govt stock 2026

3.6%
3.6%

ntpc ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

22.9%
22.9%

consumer cyclical

13.5%
13.5%

industrials

10%
10%

technology

7.4%
7.4%

basic materials

6.4%
6.4%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 9,338 cr

₹ 26,182 cr

₹ 7,605 cr

₹ 2,920 cr

₹ 3,301 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 63,174 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 39 equity,121 debt and 9 hybrid funds.amc-img
022-67310000
mfservices@invesco.com
Fund NameScripbox Opinion
Till Date CAGR

31.3%

11.1%

5.3%

6.5%

31.3%

11%

5.3%

6.2%

6%

6.5%

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 10.6% over a period of 5 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Dhimant Kothari, Hiten Jain, Krishna Cheemalapati.

Nav of Invesco India Equity & Bond Fund (G) as of 12/6/2023 is ₹17.37 with the total AUM as of 12/7/2023 is ₹399.462. 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 instruments 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 Reviewed Yet 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 2.41% for regular plan.