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    • Invesco India Growth Opportunities Fund (Growth)

    Formerly Invesco India Growth Gr

    Invesco Mutual Funds

    Invesco India Growth Opportunities Fund (Growth)

    EquityDiversified

    Recommended

    Top Ranked

    53.31

    NAV (Sep 23)

    16%
    5 Year CAGR
    Scripbox Opinion

    Recommended

    Invesco India Growth Opportunities Fund (Growth) is recommended for investment within diversified mutual funds.

    Diversified 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

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

    Relative Size

    4,154 Cr. Large within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

    Invest in this fund
    Invest in this fund as part of a scientific Scripbox plan. Explore the plan below.
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    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    53.31

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    55.2%
    Last 3Y
    17%
    Last 5Y
    16%
    Last 10Y
    16.5%
    Since Inception
    12.6%
    6 Month CAGR
    22%
    info-icon-blue

    Scheme Information

    Investment Objective

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

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.92
    Launched (14y ago)
    Aug 09, 2007
    AUM in Crores
    4153.445
    ISIN
    INF205K01247
    Lock-in
    No Lock-in
    Benchmark
    S&P BSE 100 India TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Pranav Gokhale

    Fund Manager

    user-avatar

    Taher Badshah

    Fund Manager

    calculator

    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Invesco Asset Management (India) Private Ltd

    Invesco Asset Management (India) Private Ltd manages assets worth 46,011 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

  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17%

    12.6%

    top-ranked-badge

    17%

    12.6%

    top-ranked-badge

    17%

    12.6%

    top-ranked-badge

    17.9%

    13.3%

    top-ranked-badge

    21.7%

    16.1%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    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.

    How Scripbox Algorithmically Selects Mutual Funds?

    Scripbox uses time-tested principles, historical data, and valid assumptions about asset classes. We combine them with a rigorous process to finalize which asset classes make the most sense for specific types of objectives, considering the time needed to achieve them.

    Once we select an asset class, our algorithm goes to work to select the best financial products.

    The algorithm scores financial products on multiple parameters, giving relevant weights to each of the listed parameters, such as:

    • Track record of the product – how long has it been around?
    • Assets under management – how big is it – for example, the size of a mutual fund
    • Liquidity – how easy is it to move in or out of the product?
    • Consistency of performance – how much have the returns fluctuated?
    • The risk associated with the product – what risks impact the product?
    • Quality of underlying assets – we assess how risky the underlying assets are – for example, by considering bond ratings in the case of debt funds

    With such a scientific and detailed approach Scripbox ensures:

    • Bias free product selection – commissions don’t sway our decisions
    • Minimal human intervention and thus minimal impact of emotions and behavioral biases
    • Consideration of the maximum number of factors that can impact an investment product
    • Application of logic to investment product selection 

    Our investment product selection science helps us help you, without biases clouding the evaluation.

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