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  • Invesco India Focused 20 Equity Fund (Growth)
Invesco Mutual Funds

Invesco India Focused 20 Equity Fund (Growth)

EquityFocused

15.51

NAV (Nov 30)

22.2%
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

15.51

NAV (Nov 30)

Fund Returns

Last 1Y

-3.1%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

22.2%

6 Month CAGR

10.6%

Scheme Information

Investment Objective

To generate capital appreciation by investing in upto 20 stocks across market capitalization.

Expense Ratio

2.07

Launched (2y ago)

Sep 29, 2020

AUM in Crores

1766.808

ISIN

INF205KA1189

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Taher Badshah

Fund Manager

Hiten Jain

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 2022-11-30

Top Stock Holdings

infosys ltd

9.7%
9.7%

icici bank ltd

9.5%
9.5%

kotak mahindra bank ltd

7.8%
7.8%

reliance industries ltd

7.6%
7.6%

larsen & toubro ltd

6.9%
6.9%
See all holdings

Allocation by Sector

financial services

32.2%
32.2%

industrials

16%
16%

consumer cyclical

13%
13%

technology

12.9%
12.9%

healthcare

10.3%
10.3%
See all sectors

Compare Invesco India Focused 20 Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,996 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

    19%

    9.2%

    23.7%

    8.2%

    19%

    9%

    23.7%

    8.2%

    23.7%

    8.2%

    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 22.2% over a period of 2 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 11/30/2022 is ₹15.51 with the total AUM as of 12/1/2022 is ₹1766.808. 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 -3.1% 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)?

    Invesco India Focused 20 Equity Fund (G) is a Focused Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 2.07% for regular plan.