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for top ranked funds in
sectoral / thematic - psu mutual funds.
However, Scripbox does not recommend investing in sectoral / thematic - psu mutual funds.
This category has few funds and relatively small amounts invested in them. The benchmark Index has performed poorly over time. This category is also characterised by higher volatility. 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. Investors are therefore better off investing in diversified funds rather than this category.
To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. 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
Moderately Low
Moderate
Moderately High
High
High Risk
2.53%
Expense Ratio
18th Nov, 2009
Launched (10y ago)
₹
127
AUM in Crores
INF205K01353
ISIN
No Lock-in
Lock-in
S&P BSE PSU TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Dhimant Kothari
Fund Manager
Nitin Gosar
Fund Manager
Pranav Gokhale
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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Scripbox has helped over 2500 people become millionaires in the last 7
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You'll never have to worry about what funds to choose. We'll suggest
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About Invesco India PSU Equity Fund (Dividend Payout - Annually)
About Invesco India PSU Equity Fund (Dividend Payout - Annually)
Invesco India PSU Equity Fund (Dividend Payout - Annually) is a Sectoral / Thematic - Psu Equity fund and has delivered an annualised return of 4.75% over a period of 10 years.
The fund is managed by Invesco Asset Management (India) Private Ltd.
The fund managers are Dhimant Kothari, Nitin Gosar, Pranav Gokhale.
Invesco India PSU Equity Fund (Dividend Payout - Annually) Investment Objective
To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. 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 PSU Equity Fund (Dividend Payout - Annually) NAV, AUM and Risk
The fund was launched on 2009-11-18. The NAV of the fund as of 2020-10-28 is ₹ 12.36. The total AUM of the fund as of 2020-10-28 is ₹ 127 Cr. The category risk of the fund is High Risk
The fund charges 2.53 % as expense ratio.
Invesco India PSU Equity Fund (Dividend Payout - Annually) Holdings
The fund’s highest allocation is towards equity and has invested 95.93% in this asset class.
The top three holdings of the fund are gujarat state petronet ltd, power grid corp of india ltd and bharat petroleum corp ltd.
Invesco India PSU Equity Fund (Dividend Payout - Annually) 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 PSU Equity Fund (Dividend Payout - Annually) 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 PSU TR INR.
