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  • Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A)

Formerly Invesco India Growth Opp DR

Invesco Mutual Funds

Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A)

EquityDiversified

Top Ranked

25.28

NAV (Nov 29)

17%
5 Year CAGR
Scripbox Opinion

Top Ranked

Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) 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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

4,221 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

25.28

NAV (Nov 29)

Fund Returns

Last 1Y

33.7%

Last 3Y

17%

Last 5Y

17%

Last 10Y

16.5%

Since Inception

12.1%

6 Month CAGR

12.6%

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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

Very High Risk

Expense Ratio

1.94

Launched (14y ago)

Aug 09, 2007

AUM in Crores

4220.217

ISIN

INF205K01254

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

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Taher Badshah

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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
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    Grow Wealth , Retirement , Kid's Education
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

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About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,645 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.

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

    17%

    12.1%

    17%

    12.1%

    17%

    12.1%

    22.8%

    15.9%

    4.2%

    6.5%

    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)

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    Equity

    Diversified

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    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

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    About Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A)

    About Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A)

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 12.1% over a period of 14 years. The fund was previously known as Invesco India Growth Opp DR . The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Pranav Gokhale, Taher Badshah

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) Investment Objective

    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 that the objective of the scheme will be realized.

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) NAV,AUM,Risk

    The Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) fund was launched on Aug 09, 2007. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-11-29 is ₹25.28. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹4220.217. The category risk of the Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) fund is Very High Risk. The fund charges 1.94 % as expense ratio.

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.3% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , reliance industries ltd , infosys ltd , l&t technology services ltd , voltas ltd , mphasis ltd , axis bank ltd , bharat electronics ltd , state bank of india , bajaj finance ltd , ashok leyland ltd , indusind bank ltd , crompton greaves consumer electricals ltd , larsen & toubro ltd , vinati organics ltd , minda industries ltd , hindustan unilever ltd , gland pharma ltd , kajaria ceramics ltd , ultratech cement ltd , sbi life insurance company limited , dr reddy's laboratories ltd , aia engineering ltd , united breweries ltd , v-mart retail ltd , endurance technologies ltd , krishna institute of medical sciences ltd , tata steel ltd , bharti airtel ltd , persistent systems ltd , triparty repo , balkrishna industries ltd , sona blw precision forgings ltd , tech mahindra ltd , ntpc ltd , sumitomo chemical india ltd ordinary shares , krsnaa diagnostics ltd , hero motocorp ltd , gujarat gas ltd , cipla ltd , honeywell automation india ltd , iifl wealth management ltd ordinary shares , net receivables / (payables)

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) Investment volatility and Horizon

    This fund 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 100 India TR INR

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) Review

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) has a score of 5 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A) has a score of 4 out of 5 Scipbox has rated this fund 5 out of 5 based on consistency of performance over various years / tenures.

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