• Mutual Funds
  • Invesco Mutual Funds
  • Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A)

Formerly Invesco India Invc Glb Cmr Tds FOF RegDP

Invesco Mutual Funds

Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A)

International EquityInternational - Sectoral / Thematic

9.4755

NAV (Dec 06)

-5.2%
Till Date CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in international - sectoral / thematic mutual funds.

However, Scripbox does not recommend investing in international - sectoral / thematic mutual funds.

This category has few funds and relatively small amounts invested in them.

Also each fund is unique in its investment strategy.

Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.

In addition the investor will need to have the ability, inclination and expertise to monitor the prospects closely.

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

1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

754 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Retirement , Kids Education

No single fund can achieve what a plan can. Learn why

Historical NAV

9.4755

NAV (Dec 6)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

-5.2%

6 Month CAGR

-11.8%

info-icon-blue

Scheme Information

Investment Objective

To provide long-term capital appreciation by investing predominantly in units of Invesco Global Consumer Trends Fund,an overseas fund which invests in an international portfolio of companies predominantly engaged in the design,production or distribution of products and services related to the discretionary consumer needs of individuals. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

1.62

Launched (1y ago)

Dec 24, 2020

AUM in Crores

753.619

ISIN

INF205KA1239

Lock-in

No Lock-in

Benchmark

MSCI World/Consumer Disc NR LCL

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Krishna Cheemalapati

Fund Manager

user-avatar

Neelesh Dhamnaskar

Fund Manager

calculator

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.

build-long-item-wealth-img

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
  • Expert Investing Only, Retirement , Kids Education
    Expert Investing Only, Retirement , Kids Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with International Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 4,186 cr

4

₹ 660 cr

4

₹ 38 cr

5

₹ 38 cr

5

₹ 38 cr

5

amc-icon

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.

amc-img

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

    17.3%

    12%

    17.3%

    12%

    17.3%

    12%

    23.7%

    15.9%

    4.1%

    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 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    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

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    grow money
    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A)

    About Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A)

    Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A) is a International - Sectoral / Thematic International Equity fund and has delivered an annualised return of -5.2% over a period of 0 years. The fund was previously known as Invesco India Invc Glb Cmr Tds FOF RegDP . The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Krishna Cheemalapati, Neelesh Dhamnaskar

    Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A) Investment Objective

    To provide long-term capital appreciation by investing predominantly in units of Invesco Global Consumer Trends Fund,an overseas fund which invests in an international portfolio of companies predominantly engaged in the design,production or distribution of products and services related to the discretionary consumer needs of individuals. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. . However, there is no assurance that the objective of the scheme will be realized.

    Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A) NAV,AUM,Risk

    The Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A) fund was launched on Dec 24, 2020. The NAV (Net Asset Value) of this International - Sectoral / Thematic International Equity fund as of 2021-12-06 is ₹9.48. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹753.619. The category risk of the Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A) fund is Very High Risk. The fund charges 1.62 % as expense ratio.

    Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.6% in this asset class. The top three holdings of the fund are , invesco glbl consmr trnds s usd acc , triparty repo , net receivables / (payables)

    Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-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 Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-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 MSCI World/Consumer Disc NR LCL

    Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A) Review

    Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A) has a score of 1 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Invesco Global Consumer Trends FOF of Income Distr cum Cap Wtdrl fund (PIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.