Formerly Invesco India Growth Gr
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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).
15 Years. The Fund has Sufficient history for analysis and the track record is good.
3,883 Cr. Large within the category
Superior. The category has a superior investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
Want the large and mid cap funds that are right for your long term equity investment needs?
NAV (May 23)
6 Month CAGR
To generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
Launched (15y ago)
Aug 09, 2007
AUM in Crores
IISL Nifty LargeMidcap 250 TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
icici bank ltd6.6%
reliance industries ltd6.4%
hdfc bank ltd3.8%
state bank of india3.4%
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 4,388 cr
₹ 13,113 cr
₹ 13,113 cr
₹ 4,388 cr
₹ 4,388 cr
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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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.
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
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.
|NIL||If 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.|
|NIL||If 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 Return||51.50%|
|3 Years Return||13.70%|
|5 Years Return||15%|
|10 Years Return||13.80%|
The Invesco India Growth Opportunities Fund-Growth has invested its assets majorly in the stocks of the following companies:
|Company||Percentage of Holding (As of 1st July 2021)|
|ICICI Bank Limited||6.70%|
|HDFC Bank Limited||6.10%|
|Reliance Industries Limited SHS Dematerialised||6%|
|Axis Bank Limited||3.30%|
|Vinati Organics Limited||3.20%|
|Voltas Limited SHS Dematerialised||3%|
The Invesco India Growth Opportunities Fund-Growth has invested in the following sectors:
|Sector||Percentage of Holding (As of 1st July 2021)|
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).
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