• Mutual Funds
  • Invesco Mutual Fund
  • Invesco India Largecap Fund (PIDCW-I)
Invesco Mutual Funds

Invesco India Largecap Fund (PIDCW-I)

EquityLarge Cap

31.94

NAV (Sep 06)

20.712%
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).

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 ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Satisfactory

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

Invest in this fund
Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

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

31.94

NAV (Sep 6)

Fund Returns

Last 1Y
39.8%
Last 3Y
16.7%
Last 5Y
20.7%
Last 10Y
14.1%
Since Inception
13.8%
6 Month CAGR
19.2%

Scheme Information

Investment Objective

The scheme seeks to generate capital appreciation by investing predominantly in Largecap companies.

Expense Ratio
2.1
Launched (0y ago)
2.1
AUM in Crores
1203.3
ISIN
INF205K01320
Lock-in
Benchmark
NIFTY 100 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
13.2
Beta
1
Sharpe Ratio
1
YTM
Fund Managers

Amit Nigam

Fund Manager

Hiten Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Largecap Fund (PIDCW-I)70%12,40,551 5,07,93920.7%
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.

Asset allocation and Holdings

Last updated on 2024-02-01

Top Stock Holdings

HDFC Bank Ltd.

8.8%
8.79%

ICICI Bank Ltd.

7.3%
7.29%

Reliance Industries Ltd.

6.4%
6.42%

Tata Consultancy Services Ltd.

4.6%
4.56%

Infosys Ltd.

3.9%
3.86%
See all holdings

Allocation by Sector

Financial

26.53%
26.53%

Technology

11.96%
11.96%

Consumer Staples

11.74%
11.74%

Energy

11.26%
11.26%

Capital Goods

10.48%
10.48%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 25,617 cr

₹ 23,046 cr

₹ 62,717 cr

₹ 48,805 cr

₹ 17,267 cr

amc-img

About the AMC

Invesco Mutual Fund

Invesco entered India in 2013. In partnership with Religare Securities Ltd. it formed Religare Invesco Asset Management Co. Ltd. Religare Invesco Mutual Fund was co-owned by Invesco and Religare. amc-img
phone-img022-67310000 / 1800-209-0007
Fund NameScripbox Opinion
Till Date CAGR

37.428%

13.811%

8.011%

5.13%

5.609%

7.458%

6.249%

6.574%

31.623%

12.05%

Invesco India Largecap Fund (PIDCW-I) Review

Invesco India Largecap Fund (PIDCW-I) is a Equity Equity fund and has delivered an annualised return of 13.789% over a period of 15 years. The fund is managed by Invesco Mutual Fund. The fund manager’s name is [object Object],[object Object].

Nav of Invesco India Largecap Fund (PIDCW-I) as of 9/6/2024 is ₹31.94 with the total AUM as of 9/7/2024 is ₹1203.3493. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Largecap Fund (PIDCW-I) was launched on 2009-08-21. The category risk of the fund is Below Average.

The minimum SIP amount for Invesco India Largecap Fund (PIDCW-I) 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 (PIDCW-I) 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 NIFTY 100 Total Return Index.

Invesco India Largecap Fund (PIDCW-I) is rated as a 3 fund in Equity and delivered 39.808% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Largecap Fund (PIDCW-I).

Frequently Asked Questions

What is Invesco India Largecap Fund (PIDCW-I)?

Invesco India Largecap Fund (PIDCW-I) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Invesco India Largecap Fund (PIDCW-I)?

You can invest in Invesco India Largecap Fund (PIDCW-I) 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 (PIDCW-I)?

The minimum sip amount for Invesco India Largecap Fund (PIDCW-I) is ₹1000. You can invest in multiples of ₹5000.

Is Invesco India Largecap Fund (PIDCW-I) good to invest in?

As per Scripbox experts, Invesco India Largecap Fund (PIDCW-I) is a 3 fund. You can investInvesco India Largecap Fund (PIDCW-I) 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 (PIDCW-I)?

The expense ratio of the Invesco India Largecap Fund (PIDCW-I) is 2.1% for regular plan.