₹ 11.6293
NAV (Apr 16)
Not Recommended
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
Track Record
2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
127 Cr. Small within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
2.4 %
Expense Ratio
Mar 07, 2019
Launched (2y ago)
₹ 127
AUM in Crores
INF205KA1023
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
21 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
Multi Asset Allocation
16 Years
Age
Track Record
About the AMC
Invesco Asset Management (India) Private Ltd
Invesco Asset Management (India) Private Ltd manages assets worth 36,896 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.
Diversified
Recommended
Top Ranked
₹ 3,659 Cr
Fund Size
8.5%
3Y returns
Diversified
Top Ranked
₹ 3,659 Cr
Fund Size
8.5%
3Y returns
Diversified
Top Ranked
₹ 3,659 Cr
Fund Size
8.5%
3Y returns
Liquid
Top Ranked
₹ 5,932 Cr
Fund Size
5%
3Y returns
Large Cap
Top Ranked
₹ 290 Cr
Fund Size
8.1%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Invesco India Equity Savings Fund (G) is a equity savings hybrid fund and has delivered an annualised return of 7.4% 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 (G) fund was launched on Mar 07, 2019. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-04-16 is ₹ 11.6293. The total AUM (Asset Under Management) of the fund as of 2021-04-18 is ₹ 126.908. The category risk of the Invesco India Equity Savings Fund (G) fund is Moderate Risk. The fund charges 2.4 % as expense ratio.
The fund’s highest allocation is towards others and has invested 70.6% 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
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
Invesco India Equity Savings Fund (G) has a score of 1 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 (G) has a score of 2 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.