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  • Invesco India Growth Opportunities Fund (Growth)

Formerly Invesco India Growth Gr

Invesco Mutual Funds

Invesco India Growth Opportunities Fund (Growth)

EquityLarge & Mid Cap

46.9

NAV (May 23)

11.3%
5 Year CAGR
Scripbox Opinion

Not Recommended

Scripbox recommends other funds for investment in large & mid cap.

Click here to see our recommendations.

Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

3,883 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

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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

46.9

NAV (May 23)

Fund Returns

Last 1Y

4%

Last 3Y

11.8%

Last 5Y

11.3%

Last 10Y

15.4%

Since Inception

11%

6 Month CAGR

-10.6%

Scheme Information

Investment Objective

To generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.

Expense Ratio

1.96

Launched (15y ago)

Aug 09, 2007

AUM in Crores

3882.473

ISIN

INF205K01247

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Pranav Gokhale

Fund Manager

Taher Badshah

Fund Manager

Amit Ganatra

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 2022-05-23

Top Stock Holdings

icici bank ltd

6.6%
6.6%

reliance industries ltd

6.4%
6.4%

infosys ltd

4.3%
4.3%

hdfc bank ltd

3.8%
3.8%

state bank of india

3.4%
3.4%
See all holdings
allocation by market cap

Allocation by Sector

financial services

24.3%
24.3%

consumer cyclical

14.6%
14.6%

technology

11.4%
11.4%

industrials

11.3%
11.3%

energy

9%
9%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 42,568 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

  • 022-67310000
  • mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.3%

    11.5%

    18.6%

    14.7%

    4.9%

    6.9%

    12.7%

    13.7%

    5.5%

    7.6%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Invesco India Growth Opportunities Fund-Growth is an open-ended diversified equity mutual fund scheme. It predominantly invests its corpus in equity and equity-related securities of large-cap and mid-cap companies. The fund aims to offer capital appreciation over the long term. the fund utilizes both top-down & bottom-up approaches while investing in large-cap and mid-cap companies. The fund was previously known as Invesco India Growth Gr. Invesco Asset Management (India) Private Ltd manages the fund with the fund manager being Mr. Pranav Gokhale and Mr. Taher Badshah.

    Invesco India Growth Opportunities Fund-Growth Investment Objective

    The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The fund also aims to generate consistent outcomes in all market conditions. The investment strategy is not biased towards any individual sector or style. The fund has an asset allocation of 99.1% in equity holdings and 0.9% in cash and cash equivalents. Its top 3 equity holding are in stocks of ICICI Bank Limited, Infosys Limited, and HDFC Bank Limited. This fund is meant for investors with a minimum investment horizon of 5-7 years

    Invesco India Growth Opportunities Fund-Growth Scheme Details

    On 9th August 2007, Invesco Mutual Fund had launched the scheme. The fund has been in existence for the past 14 years.

    NAV and Returns – As of 1st July 2021, the NAV of the fund is Rs 47.71. The risk-o-meter of the fund is very high risk. With an existence of over 14 years, Invesco India Growth has delivered a return of 11.90% since its inception.

    Minimum Investment – The fund requires a minimum SIP investment of Rs 1,000 and a minimum lump sum investment of Rs 5,000

    Expense Ratio and Exit Load – The fund charges an expense ratio of 1.94% on the units of the mutual funds. Moreover, this expense ratio is similar to the expense ratio charged by other AMCs for similar funds in the same category. 

    Exit LoadCondition
    NILIf up to 10% of Units allotted are redeemed or switched out within 1 year from the date of allotment.
    1%For any redemption or switch out in excess of 10% of units allotted within one year from the date of allotment.
    NILIf units are redeemed or switched out after 1 year from the date of allotment.

    Fund Manager – The fund is managed by Mr. Pranav Gokhale and Mr. Taher Badshah. Mr. Pranav Gokhale has experience of over 19 years in the Indian Equity Market. He has been managing the fund since 19th May 2020. Mr. Taher Badshah has experience of over 27 years in the Indian Equity Market. Currently, he is the Chief Investment Officer – Equities. He is responsible for the equity investment function at the firm. Mr. Taher Badshah has been managing the fund since 13th January 2017.

    Other Details – There is no lock-in period for the scheme, you can redeem your investment anytime. The AUM of Invesco India Growth Opportunities Fund-Growth as of 1st July 2021 is Rs 3,836 cr. The fund benchmarks to S&P BSE 100 India TR INR. This fund is meant for investors with a minimum investment horizon of 10-15 years. 

    1 Year Return51.50%
    3 Years Return 13.70%
    5 Years Return15%
    10 Years Return13.80%
    Returns Updated as of 1st July 2021

    Invesco India Growth Opportunities Fund-Growth Top Stock Holdings

    The Invesco India Growth Opportunities Fund-Growth has invested its assets majorly in the stocks of the following companies:

    CompanyPercentage of Holding (As of 1st July 2021)
    ICICI Bank Limited6.70%
    Infosys Limited6.20%
    HDFC Bank Limited6.10%
    Reliance Industries Limited SHS Dematerialised6%
    Mphasis Limited3.50%
    Axis Bank Limited3.30%
    Vinati Organics Limited3.20%
    Voltas Limited SHS Dematerialised3%

    Asset Allocation of Invesco India Growth Opportunities Fund-Growth

    The Invesco India Growth Opportunities Fund-Growth has invested in the following  sectors:

    SectorPercentage of Holding (As of 1st July 2021)
    Financial Services28.60%
    Consumer Cyclical15.90%
    Technology13.40%
    Industrial11.90%
    Basic Materials11.10%
    Healthcare8.40%
    Energy6%
    Consumer Defensive2.70%
    Utilities1.10%

    Invesco India Growth Opportunities Fund-Growth Review

    Scripbox recommends Invesco India Growth Opportunities Fund-Growth for investment within the diversified equity mutual fund category. Diversified mutual funds invest in large-cap, mid-cap, and small-cap stocks. By investing in diversified funds, investors would still be affected by the volatility of equities in changing market conditions. These funds provide inflation-beating growth and capital appreciation over the long term. These funds are suitable for an investment duration of 10-15 years or longer (minimum 5 years).

    1. The fund has a sufficient history of 14 years for analysis. Track record is excellent.
    2. With an AUM or relative size of Rs 3,836 cr, the fund is large in size with its category.
    3. The scheme has performed well consistently over a period of time and the returns earned are similar to other funds in the same category of mutual funds.

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