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  • Invesco India largecap Fund (Growth)

Formerly Invesco India Business Ldrs Gr

Invesco Mutual Funds

Invesco India largecap Fund (Growth)

EquityLarge Cap

45.05

NAV (Nov 25)

11.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

Large 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 ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Large Cap Funds

Want the large cap equity 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

45.05

NAV (Nov 25)

Fund Returns

Last 1Y

-1.7%

Last 3Y

15.1%

Last 5Y

11.1%

Last 10Y

13.6%

Since Inception

12%

6 Month CAGR

13.8%

Scheme Information

Investment Objective

To generate capital appreciation by investing predominantly in Largecap companies.

Expense Ratio

2.43

Launched (13y ago)

Aug 21, 2009

AUM in Crores

755.427

ISIN

INF205K01304

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.8

Standard Deviation (5yr)

18.6

Beta (3yr)

0.96

Beta (5yr)

0.95

Sharpe Ratio (3yr)

0.567

Sharpe Ratio (5yr)

0.388

YTM

0

Fund Managers

Dhimant Kothari

Fund Manager

Amit Nigam

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 2022-11-25

Top Stock Holdings

hdfc bank ltd

8.6%
8.6%

infosys ltd

7.6%
7.6%

reliance industries ltd

7.6%
7.6%

icici bank ltd

7.3%
7.3%

itc ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

32.6%
32.6%

technology

13.7%
13.7%

industrials

10.6%
10.6%

consumer cyclical

9.9%
9.9%

energy

7.6%
7.6%
See all sectors

Compare Invesco India largecap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,996 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,116 debt and 9 hybrid funds.

amc-img

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

    19%

    9.2%

    23.2%

    8.3%

    19%

    9%

    23.3%

    8.3%

    23.3%

    8.3%

    Invesco India largecap Fund (G) Review

    Invesco India largecap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 12% over a period of 13 years. The fund was previously known as Invesco India Business Ldrs Gr. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Amit Nigam, Dhimant Kothari.

    Nav of Invesco India largecap Fund (G) as of 11/25/2022 is ₹45.05 with the total AUM as of 11/28/2022 is ₹755.427. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India largecap Fund (G) was launched on Aug 21, 2009. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Invesco India largecap Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Invesco India largecap Fund (G) 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 IISL Nifty 100 TR INR.

    Invesco India largecap Fund (G) is rated as a 3 fund in Equity and delivered -1.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India largecap Fund (G).

    Frequently Asked Questions

    What is Invesco India largecap Fund (G)?

    Invesco India largecap Fund (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Invesco India largecap Fund (G)?

    You can invest in Invesco India largecap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Invesco India largecap Fund (G)?

    The minimum sip amount for Invesco India largecap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Invesco India largecap Fund (G) good to invest in?

    As per Scripbox experts, Invesco India largecap Fund (G) is a Neutral fund. You can investInvesco India largecap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Invesco India largecap Fund (G)?

    The expense ratio of the Invesco India largecap Fund (G) is 2.43% for regular plan.