- Mutual Funds
- Invesco Mutual Funds
- Invesco India Focused 20 Equity Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.66
NAV (Nov 30)
Fund Returns
Last 1Y | 20.3% |
Last 3Y | 19.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 21.8% |
6 Month CAGR | 23.8% |
Scheme Information
To generate capital appreciation by investing in upto 20 stocks across market capitalization.
Expense Ratio | 2.06 |
Launched (3y ago) | Sep 29, 2020 |
AUM in Crores | 1722.433 |
ISIN | INF205KA1189 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.6 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.84 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.006 |
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 Focused 20 Equity Fund (Growth) | NaN | NaN | % | |
| 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
larsen & toubro ltd
9.4%icici bank ltd
9.4%triparty repo
7.3%equitas small finance bank ltd ordinary shares
6.8%infosys ltd
6.2%Allocation by Sector
financial services
27.7%technology
18.2%industrials
15.1%consumer cyclical
13%healthcare
9.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Invesco Asset Management (India) Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
29.9% | 10.7% | ||
5.2% | 6.5% | ||
29.9% | 10.5% | ||
6% | 6.5% | ||
5.2% | 6.2% |
Invesco India Focused 20 Equity Fund (G) Review
Invesco India Focused 20 Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 21.8% over a period of 3 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Hiten Jain, Taher Badshah.
Nav of Invesco India Focused 20 Equity Fund (G) as of 11/30/2023 is ₹18.66 with the total AUM as of 12/1/2023 is ₹1722.433. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Focused 20 Equity Fund (G) was launched on Sep 29, 2020. The category risk of the fund is Very High Risk.
The minimum SIP amount for Invesco India Focused 20 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 Focused 20 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 S&P BSE 500 India TR INR.
Invesco India Focused 20 Equity Fund (G) is rated as a 0 fund in Equity and delivered 20.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Focused 20 Equity Fund (G).
Frequently Asked Questions
What is Invesco India Focused 20 Equity Fund (G)?
How to invest in Invesco India Focused 20 Equity Fund (G)?
You can invest in Invesco India Focused 20 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 Focused 20 Equity Fund (G)?
The minimum sip amount for Invesco India Focused 20 Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India Focused 20 Equity Fund (G) good to invest in?
As per Scripbox experts, Invesco India Focused 20 Equity Fund (G) is a Not Reviewed Yet fund. You can investInvesco India Focused 20 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 Focused 20 Equity Fund (G)?
The expense ratio of the Invesco India Focused 20 Equity Fund (G) is 2.06% for regular plan.