- Mutual Funds
- Invesco Mutual Funds
- Invesco India Equity Savings Fund (Growth)
Invesco India Equity Savings Fund (Growth)
₹ 12.535
NAV (Nov 30)
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.535
NAV (Nov 30)
Fund Returns
Last 1Y | -0.1% |
Last 3Y | 5.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.2% |
6 Month CAGR | 3.6% |
Scheme Information
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.
Expense Ratio | 2.31 |
Launched (3y ago) | Mar 07, 2019 |
AUM in Crores | 151.885 |
ISIN | INF205KA1023 |
Lock-in | No Lock-in |
Benchmark | Nifty Equity Savings Index TR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 7.6 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.208 |
Sharpe Ratio (5yr) | 0 |
YTM | 6.73 |
Returns Calculator Comparison
of
for
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.
Asset allocation and Holdings
Top Stock Holdings
net receivables / (payables)
31.4%invesco india liquid dir gr
13.2%united spirits ltd
9%future on united spirits ltd
9%triparty repo
6.9%Allocation by Sector
financial services
15%consumer defensive
13.3%healthcare
11%basic materials
9.7%consumer cyclical
7.3%Compare Invesco India Equity Savings Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
19% | 9.2% | ||
23.7% | 8.2% | ||
19% | 9% | ||
23.7% | 8.2% | ||
23.7% | 8.2% |
Invesco India Equity Savings Fund (G) Review
Invesco India Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 6.2% over a period of 3 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Amit Nigam, Dhimant Kothari, Krishna Cheemalapati.
Nav of Invesco India Equity Savings Fund (G) as of 11/30/2022 is ₹12.54 with the total AUM as of 12/1/2022 is ₹151.885. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Equity Savings Fund (G) was launched on Mar 07, 2019. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Invesco India Equity Savings 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 Savings Fund (G)?
How to invest in Invesco India Equity Savings Fund (G)?
You can invest in Invesco India Equity Savings 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 Savings Fund (G)?
The minimum sip amount for Invesco India Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India Equity Savings Fund (G) good to invest in?
As per Scripbox experts, Invesco India Equity Savings Fund (G) is a Not Reviewed Yet fund. You can investInvesco India Equity Savings 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 Savings Fund (G)?
The expense ratio of the Invesco India Equity Savings Fund (G) is 2.31% for regular plan.