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- Invesco Mutual Funds
- Invesco India ESG Integration Stategy Fund (Growth)
Formerly Invesco India ESG Equity Reg Gr
Invesco India ESG Integration Stategy Fund (Growth)
₹ 17.5
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.5
NAV (Jul 25)
Fund Returns
Last 1Y | 33.4% |
Last 3Y | 14.3% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 18.1% |
6 Month CAGR | 18.6% |
Scheme Information
To generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental,Social and Governance (ESG) criteria as defined by our proprietary investment framework. 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 | 2.41 |
Launched (3y ago) | Mar 22, 2021 |
AUM in Crores | 552.044 |
ISIN | INF205KA1304 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 ESG TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.3 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.685 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Invesco India ESG Integration Stategy Fund (Growth) | 10,47,861 | 3,15,249 | 14.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
hdfc bank ltd
8.4%tata consultancy services ltd
6.4%icici bank ltd
6%infosys ltd
4.7%axis bank ltd
4%Allocation by Sector
financial services
29.8%technology
16.1%industrials
14.8%consumer cyclical
12.1%healthcare
10.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 24,345 cr | ||
₹ 16,283 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
Invesco Asset Management (India) Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
39.3% | 13.9% | ||
39.3% | 13.8% | ||
39.3% | 13.8% | ||
18.1% | 13.6% | ||
8.5% | 5% |
Invesco India ESG Integration Stategy Fund (G) Review
Invesco India ESG Integration Stategy Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 18.3% over a period of 3 years. The fund was previously known as Invesco India ESG Equity Reg Gr. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Amit Nigam, Taher Badshah.
Nav of Invesco India ESG Integration Stategy Fund (G) as of 7/25/2024 is ₹17.50 with the total AUM as of 7/26/2024 is ₹552.044. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India ESG Integration Stategy Fund (G) was launched on Mar 22, 2021. The category risk of the fund is Very High Risk.
The minimum SIP amount for Invesco India ESG Integration Stategy 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.
Invesco India ESG Integration Stategy Fund (G) 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 100 ESG TR INR.
Invesco India ESG Integration Stategy Fund (G) is rated as a 0 fund in Equity and delivered 33.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India ESG Integration Stategy Fund (G).
Frequently Asked Questions
What is Invesco India ESG Integration Stategy Fund (G)?
How to invest in Invesco India ESG Integration Stategy Fund (G)?
You can invest in Invesco India ESG Integration Stategy 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 ESG Integration Stategy Fund (G)?
The minimum sip amount for Invesco India ESG Integration Stategy Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India ESG Integration Stategy Fund (G) good to invest in?
As per Scripbox experts, Invesco India ESG Integration Stategy Fund (G) is a Not Reviewed Yet fund. You can investInvesco India ESG Integration Stategy 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 ESG Integration Stategy Fund (G)?
The expense ratio of the Invesco India ESG Integration Stategy Fund (G) is 2.41% for regular plan.