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  • Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A)

Formerly Invesco India Feeder-Global Eq Inc Rg DP

Invesco Mutual Funds

Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A)

International EquityInternational - Others

18.0193

NAV (Oct 20)

11.9%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in international - others mutual funds.

However, Scripbox does not recommend investing in international - others mutual funds.

These funds invest in specific overseas markets providing an investor with exposure to geographies like Europe, China & Japan.

This category has few funds and relatively small amounts invested in them.

Investing in these funds will require investors to have a unique insight into the economic & market prospects of specific countries and geographies.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

11 Cr. Negligible within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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  • graph-icon-gray
    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

18.0193

NAV (Oct 20)

Fund Returns

Last 1Y
37.5%
Last 3Y
11.7%
Last 5Y
11.9%
Last 10Y
NA
Since Inception
8.2%
6 Month CAGR
5%
info-icon-blue

Scheme Information

Investment Objective

To provide capital appreciation and/or income by investing predominantly in units of Invesco Global Equity Income Fund,an overseas equity fund which invests primarily in equities of companies worldwide. The Scheme may,at the discretion of Fund Manager,also invest in units of other similar Overseas Mutual Funds with similar objectives,strategy and attributes which may constitute a significant portion of its net assets.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.14
Launched (7y ago)
May 05, 2014
AUM in Crores
10.196
ISIN
INF205K01B23
Lock-in
No Lock-in
Benchmark
MSCI World NR LCL
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Neelesh Dhamnaskar

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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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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comparison

Comparison with International Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

Franklin India Feeder Franklin U S Opportunities Fund (G)

recommended-badge

₹ 3,837 cr

4

recommended-badge

₹ 641 cr

4

₹ 36 cr

5

₹ 36 cr

5

₹ 36 cr

5

amc-icon

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 47,005 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.

amc-img

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

    20.9%

    12.6%

    top-ranked-badge

    20.8%

    12.6%

    top-ranked-badge

    20.8%

    12.6%

    top-ranked-badge

    21.6%

    13.5%

    top-ranked-badge

    25.9%

    16.3%

    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, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    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 Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A)

    About Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A)

    Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A) is a International - Others International Equity fund and has delivered an annualised return of 8.2% over a period of 7 years. The fund was previously known as Invesco India Feeder-Global Eq Inc Rg DP . The fund is managed by Invesco Asset Management (India) Private Ltd. The fund manager’s name is Neelesh Dhamnaskar

    Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A) Investment Objective

    To provide capital appreciation and/or income by investing predominantly in units of Invesco Global Equity Income Fund,an overseas equity fund which invests primarily in equities of companies worldwide. The Scheme may,at the discretion of Fund Manager,also invest in units of other similar Overseas Mutual Funds with similar objectives,strategy and attributes which may constitute a significant portion of its net assets. . However, there is no assurance that the objective of the scheme will be realized.

    Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A) NAV,AUM,Risk

    The Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A) fund was launched on May 05, 2014. The NAV (Net Asset Value) of this International - Others International Equity fund as of 2021-10-20 is ₹18.02. The total AUM (Asset Under Management) of the fund as of 21/10/2021 is ₹10.196. The category risk of the Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A) fund is Very High Risk. The fund charges 1.14 % as expense ratio.

    Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 93.6% in this asset class. The top three holdings of the fund are , invesco global equity income c usd acc , triparty repo , net receivables / (payables)

    Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A) 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.

    Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A) Investment volatility and Horizon

    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 MSCI World NR LCL

    Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A) Review

    Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Feeder Invesco Global Equity Income of Income Distr cum Capital Wtdrwl fund (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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