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Invesco Mutual Funds

Invesco India Equity Savings Fund (Growth)

HybridEquity Savings

12.7076

NAV (Oct 21)

9.6%
Till Date CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in equity savings mutual funds.

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

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

168 Cr. Small within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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Historical NAV

12.7076

NAV (Oct 21)

Fund Returns

Last 1Y
15.6%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
9.6%
6 Month CAGR
9.6%
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Scheme Information

Investment Objective

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

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderately High risk

Expense Ratio
2.33
Launched (2y ago)
Mar 07, 2019
AUM in Crores
167.497
ISIN
INF205KA1023
Lock-in
No Lock-in
Benchmark
Nifty Equity Savings Index TR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Amit Nigam

Fund Manager

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Dhimant Kothari

Fund Manager

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Krishna Cheemalapati

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,890 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,111 debt and 14 hybrid funds.

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  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Invesco India Growth Opportunities Fund (G)

    recommended-badge

    20.6%

    12.6%

    top-ranked-badge

    20.5%

    12.6%

    top-ranked-badge

    20.5%

    12.6%

    top-ranked-badge

    25.7%

    16.2%

    top-ranked-badge

    4.3%

    6.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Invesco India Equity Savings Fund (G)

    About Invesco India Equity Savings Fund (G)

    Invesco India Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 9.6% over a period of 2 years. . The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Amit Nigam, Dhimant Kothari, Krishna Cheemalapati

    Invesco India Equity Savings Fund (G) Investment Objective

    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.

    Invesco India Equity Savings Fund (G) NAV,AUM,Risk

    The Invesco India Equity Savings Fund (G) fund was launched on Mar 07, 2019. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-10-21 is ₹12.71. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹167.497. The category risk of the Invesco India Equity Savings Fund (G) fund is Moderately High risk. The fund charges 2.33 % as expense ratio.

    Invesco India Equity Savings Fund (G) Holdings

    The fund’s highest allocation is towards Others and has invested 50.5% in this asset class. The top three holdings of the fund are , net receivables / (payables) , triparty repo , invesco india liquid dir gr , 6.67% govt stock 2035 , future on united spirits ltd , united spirits ltd , reliance industries ltd , sun pharmaceuticals industries ltd , future on sun pharmaceuticals industries ltd , national bank for agriculture and rural development , future on state bank of india , future on housing development finance corp ltd , housing development finance corp ltd , state bank of india , icici bank ltd , hdfc bank ltd , infosys ltd , bajaj auto ltd , kotak mahindra bank ltd , bharti telecom limited , future on bajaj auto ltd , future on markwell pacific limited , marico ltd , axis bank ltd , future on ambuja cements ltd , future on divi's laboratories ltd , ambuja cements ltd , divi's laboratories ltd , grasim industries ltd , future on grasim industries ltd , hdfc life insurance company limited , future on hdfc life insurance company limited , future on reliance industries ltd , larsen & toubro ltd , future on larsen & toubro ltd , tech mahindra ltd , l&t technology services ltd , bajaj finance ltd , hdfc asset management company limited , ultratech cement ltd , kei industries ltd , vip industries ltd , cholamandalam investment and finance co ltd , vinati organics ltd , j.b. chemicals & pharmaceuticals ltd , honeywell automation india ltd , tci express ltd , gland pharma ltd , future on itc properties group ltd , itc ltd , future on cipla medpro south africa ltd , united breweries ltd , birla corp ltd , ashok leyland ltd , cipla ltd , indian railway catering and tourism corp ltd , minda industries ltd , indraprastha gas ltd , titan co ltd , bharti hexacom limited , whirlpool of india ltd , future on power grid corp of india ltd , power grid corp of india ltd , gujarat gas ltd , future on acc ltd , acc ltd , motherson sumi systems ltd , tata steel ltd , sterlite technologies ltd , mtar technologies ltd , future on cadila healthcare ltd , cadila healthcare ltd , atul ltd , g r infraprojects ltd , repco home finance ltd , rbl bank ltd , ongc petro additions limited , future on hdfc asset management company limited , sbi life insurance company limited , future on sbi life insurance company limited

    Invesco India Equity Savings Fund (G) Sip

    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.

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