- Mutual Funds
- Invesco Mutual Funds
- Invesco India largecap Fund (Growth)
Formerly Invesco India Business Ldrs Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 52.82
NAV (Dec 4)
Fund Returns
Last 1Y | 13.9% |
Last 3Y | 17.1% |
Last 5Y | 13.8% |
Last 10Y | 14.2% |
Since Inception | 12.2% |
6 Month CAGR | 13.3% |
Scheme Information
To generate capital appreciation by investing predominantly in Largecap companies.
Expense Ratio | 2.24 |
Launched (14y ago) | Aug 21, 2009 |
AUM in Crores | 785.591 |
ISIN | INF205K01304 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 100 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.4 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 0.92 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 0.893 |
Sharpe Ratio (5yr) | 0.524 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Invesco India largecap Fund (Growth) | 10,31,566 | 2,98,954 | 13.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
7.9%icici bank ltd
7.4%infosys ltd
5.8%reliance industries ltd
5.4%tech mahindra ltd
3.1%Allocation by Sector
financial services
31.2%technology
14%consumer cyclical
13%industrials
10.6%consumer defensive
8.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Invesco Asset Management (India) Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
30.3% | 10.8% | ||
5.2% | 6.5% | ||
30.3% | 10.7% | ||
6% | 6.5% | ||
5.2% | 6.2% |
Invesco India largecap Fund (G) Review
Invesco India largecap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 12.2% over a period of 14 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, Hiten Jain.
Nav of Invesco India largecap Fund (G) as of 12/4/2023 is ₹52.82 with the total AUM as of 12/5/2023 is ₹785.591. 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 2 fund in Equity and delivered 13.9% 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)?
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 2.24% for regular plan.