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Invesco Mutual Funds

Invesco India ESG Equity Fund (Growth)

EquitySectoral / Thematic - Esg

15.98

NAV (May 17)

16.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

15.98

NAV (May 17)

Fund Returns

Last 1Y
33.4%
Last 3Y
16.5%
Last 5Y
NA
Last 10Y
NA
Since Inception
16.1%
6 Month CAGR
16.1%

Scheme Information

Investment Objective

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
549.851
ISIN
INF205KA1304
Lock-in
No Lock-in
Benchmark
Nifty 100 ESG TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.2
Standard Deviation (5yr)
0
Beta (3yr)
0.87
Beta (5yr)
0
Sharpe Ratio (3yr)
0.811
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Taher Badshah

Fund Manager

Amit Nigam

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India ESG Equity Fund (Growth)70%11,07,517 3,74,90516.5%
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.

Asset allocation and Holdings

Last updated on 2024-05-17

Top Stock Holdings

tata consultancy services ltd

6.7%
6.7%

hdfc bank ltd

6.1%
6.1%

icici bank ltd

6.1%
6.1%

infosys ltd

5.5%
5.5%

axis bank ltd

3.7%
3.7%
See all holdings

Allocation by Sector

financial services

28.1%
28.1%

technology

15.9%
15.9%

consumer cyclical

14.3%
14.3%

industrials

14.2%
14.2%

healthcare

10.5%
10.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 18,691 cr

₹ 14,859 cr

₹ 22,471 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 83,338 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 39 equity,121 debt and 9 hybrid funds.amc-img
phone-img022-67310000
Fund NameScripbox Opinion
Till Date CAGR

38.7%

13.4%

38.7%

13.3%

38.7%

13.3%

19.2%

13.1%

4.7%

6.8%

Invesco India ESG Equity Fund (G) Review

Invesco India ESG Equity Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 16.1% over a period of 3 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Amit Nigam, Taher Badshah.

Nav of Invesco India ESG Equity Fund (G) as of 5/17/2024 is ₹15.98 with the total AUM as of 5/20/2024 is ₹549.851. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India ESG Equity 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 Equity 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 Equity 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 Equity Fund (G) is rated as a 0 fund in Equity and delivered 33.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India ESG Equity Fund (G).

Frequently Asked Questions

What is Invesco India ESG Equity Fund (G)?

Invesco India ESG Equity Fund (G) is a Sectoral / Thematic - Esg Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Invesco India ESG Equity Fund (G)?

You can invest in Invesco India ESG Equity 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 Equity Fund (G)?

The minimum sip amount for Invesco India ESG Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Invesco India ESG Equity Fund (G) good to invest in?

As per Scripbox experts, Invesco India ESG Equity Fund (G) is a Not Reviewed Yet fund. You can investInvesco India ESG Equity 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 Equity Fund (G)?

The expense ratio of the Invesco India ESG Equity Fund (G) is 2.41% for regular plan.