• Mutual Funds
  • Invesco Mutual Funds
  • Invesco India Equity Savings Fund (RIDCW-A)

Formerly Invesco India Equity Savings Reg DR

Invesco Mutual Funds

Invesco India Equity Savings Fund (RIDCW-A)

HybridEquity Savings

12.3711

NAV (Oct 04)

6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 159 Cr

Outperformance Consistency

View all 7 analysis

View Less

Invest in this fund

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs?

Learn more

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

12.3711

NAV (Oct 4)

Fund Returns

Last 1Y

-2%

Last 3Y

6.1%

Last 5Y

NA

Last 10Y

NA

Since Inception

6%

6 Month CAGR

-1.7%

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.

Expense Ratio

2.36

Launched (3y ago)

Mar 07, 2019

AUM in Crores

158.767

ISIN

INF205KA1056

Lock-in

No Lock-in

Benchmark

Nifty Equity Savings Index TR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Dhimant Kothari

Fund Manager

Krishna Cheemalapati

Fund Manager

Amit Nigam

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-10-04

Top Stock Holdings

net receivables / (payables)

30.6%
30.6%

invesco india liquid dir gr

10.7%
10.7%

united spirits ltd

7.8%
7.8%

future on united spirits ltd

7.8%
7.8%

triparty repo

6.9%
6.9%
See all holdings

Allocation by Sector

financial services

21.6%
21.6%

consumer defensive

11.4%
11.4%

healthcare

7.5%
7.5%

basic materials

6.9%
6.9%

consumer cyclical

5.7%
5.7%
See all sectors

Compare Invesco India Equity Savings Fund (RIDCW-A)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 20,359 cr

₹ 3,320 cr

₹ 2,749 cr

₹ 390 cr

₹ 583 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 45,045 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.

amc-img

  • 022-67310000
  • mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    16.1%

    8.2%

    24.1%

    8%

    24.1%

    8%

    15.3%

    8%

    24.1%

    8%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Invesco India Equity Savings Fund (RIDCW-A) Review

    Invesco India Equity Savings Fund (RIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 6% over a period of 3 years. The fund was previously known as Invesco India Equity Savings Reg DR. 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 (RIDCW-A) as of 10/4/2022 is ₹12.37 with the total AUM as of 10/5/2022 is ₹158.767. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Equity Savings Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A)?

    Invesco India Equity Savings Fund (RIDCW-A) is a Equity Savings Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Invesco India Equity Savings Fund (RIDCW-A)?

    You can invest in Invesco India Equity Savings Fund (RIDCW-A) 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 (RIDCW-A)?

    The minimum sip amount for Invesco India Equity Savings Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Invesco India Equity Savings Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, Invesco India Equity Savings Fund (RIDCW-A) is a Not Reviewed Yet fund. You can investInvesco India Equity Savings Fund (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the Invesco India Equity Savings Fund (RIDCW-A) is 2.36% for regular plan.