- Mutual Funds
- Invesco Mutual Funds
- Invesco India Focused Fund (PIDCW-A)
Formerly Invesco India Focused 20 Eq Reg IDCW-P
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 21.22
NAV (Apr 22)
Fund Returns
Last 1Y | 67.9% |
Last 3Y | 24.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 26.9% |
6 Month CAGR | 37.6% |
Scheme Information
To generate capital appreciation by investing in upto 20 stocks across market capitalization.
Expense Ratio | 1.96 |
Launched (4y ago) | Sep 29, 2020 |
AUM in Crores | 2349.657 |
ISIN | INF205KA1171 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.92 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.119 |
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 Fund (PIDCW-A) | 13,77,456 | 6,44,844 | 24.5% | |
| 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
icici bank ltd
8.6%larsen & toubro ltd
7.1%state bank of india
6.2%trent ltd
6.1%global health ltd
5.8%Allocation by Sector
financial services
26%industrials
18.8%consumer cyclical
14.9%technology
11.8%healthcare
11%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Invesco Asset Management (India) Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
39.6% | 12.8% | ||
39.5% | 12.6% | ||
39.5% | 12.6% | ||
19.7% | 12.9% | ||
4.6% | 6.8% |
Invesco India Focused Fund (PIDCW-A) Review
Invesco India Focused Fund (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 26.9% over a period of 3 years. The fund was previously known as Invesco India Focused 20 Eq Reg IDCW-P. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Hiten Jain, Taher Badshah.
Nav of Invesco India Focused Fund (PIDCW-A) as of 4/22/2024 is ₹21.22 with the total AUM as of 4/23/2024 is ₹2349.657. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Focused Fund (PIDCW-A) was launched on Sep 29, 2020. The category risk of the fund is Very High Risk.
The minimum SIP amount for Invesco India Focused Fund (PIDCW-A) 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 Fund (PIDCW-A) 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 Fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 67.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Focused Fund (PIDCW-A).
Frequently Asked Questions
What is Invesco India Focused Fund (PIDCW-A)?
How to invest in Invesco India Focused Fund (PIDCW-A)?
You can invest in Invesco India Focused Fund (PIDCW-A) 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 Fund (PIDCW-A)?
The minimum sip amount for Invesco India Focused Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India Focused Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Invesco India Focused Fund (PIDCW-A) is a Not Reviewed Yet fund. You can investInvesco India Focused Fund (PIDCW-A) 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 Fund (PIDCW-A)?
The expense ratio of the Invesco India Focused Fund (PIDCW-A) is 1.96% for regular plan.