However, Scripbox does not recommend investing in equity savings mutual funds.
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.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.
2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
118 Cr. Small within the category
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
To generate capital appreciation and income by investing in equity and equity related instruments,arbitrage opportunities and fixed income instruments (including debt,government securities and money market instruments). However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Low to Moderate
Mar 07, 2019
Launched (2y ago)
AUM in Crores
Nifty Equity Savings Index TR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|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.
Comparison with Hybrid Funds
Multi Asset Allocation
About the AMC
Invesco Asset Management (India) Private Ltd
Invesco Asset Management (India) Private Ltd manages assets worth 35,176 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 33 equity,111 debt and 14 hybrid funds.
₹ 3,445 Cr
₹ 3,445 Cr
₹ 3,445 Cr
₹ 5,460 Cr
₹ 274 Cr
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Invesco India Equity Savings Fund (DP-A) is a equity savings hybrid fund and has delivered an annualised return of 8.3% over a period of 2 years ..The fund is managed by Invesco Asset Management (India) Private Ltd.The fund managers are Amit Ganatra, Amit Nigam, Dhimant Kothari, Krishna Cheemalapati, Taher Badshah
To generate capital appreciation and income by investing in equity and equity related instruments,arbitrage opportunities and fixed income instruments (including debt,government securities and money market instruments). However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. However, there is no assurance that the objective of the scheme will be realized.
The Invesco India Equity Savings Fund (DP-A) fund was launched on Mar 07, 2019. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-03-03 is ₹ 11.7196. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 117.567. The category risk of the Invesco India Equity Savings Fund (DP-A) fund is Moderate Risk. The fund charges 2.4 % as expense ratio.
The fund’s highest allocation is towards others and has invested 70.0% in this asset class. The top three holdings of the fund are national bank for agriculture and rural development,reliance jio infocomm limited and future on housing development finance corp ltd ordinary shares
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.
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 Nifty Equity Savings Index TR
Invesco India Equity Savings Fund (DP-A) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Equity Savings Fund (DP-A) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.