₹ 15.82
NAV (Feb 26)
Not Recommended
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
12 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
171 Cr. Small within the category
Category View
Poor. The category has an undesirable investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
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
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.72 %
Expense Ratio
Nov 18, 2009
Launched (12y ago)
₹ 171
AUM in Crores
INF205K01353
ISIN
No Lock-in
Lock-in
S&P BSE PSU TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
Mid Cap
Recommended
Top Ranked
17 Years
Age
Track Record
Index Funds
Recommended
Top Ranked
21 Years
Age
Track Record
Index Funds
Recommended
Top Ranked
19 Years
Age
Track Record
Large Cap
Recommended
Top Ranked
25 Years
Age
Track Record
Mid Cap
Recommended
Top Ranked
26 Years
Age
Track Record
About the AMC
Invesco Asset Management (India) Private Ltd
Invesco Asset Management (India) Private Ltd manages assets worth 35,176 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 33 equity,111 debt and 14 hybrid funds.
Diversified
Recommended
Top Ranked
₹ 3,445 Cr
Fund Size
10.4%
3Y returns
Diversified
Top Ranked
₹ 3,445 Cr
Fund Size
10.4%
3Y returns
Diversified
Top Ranked
₹ 3,445 Cr
Fund Size
10.4%
3Y returns
Large Cap
Top Ranked
₹ 274 Cr
Fund Size
9%
3Y returns
Liquid
Top Ranked
₹ 5,460 Cr
Fund Size
5.2%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Invesco India PSU Equity Fund (DP-A) is a sectoral / thematic - psu equity fund and has delivered an annualised return of 6.9% over a period of 12 years ..The fund is managed by Invesco Asset Management (India) Private Ltd.The fund managers are Dhimant Kothari, Nitin Gosar, Pranav Gokhale
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.
The Invesco India PSU Equity Fund (DP-A) fund was launched on Nov 18, 2009. The NAV (Net Asset Value) of this sectoral / thematic - psu equity as of 2021-02-26 is ₹ 15.82. The total AUM (Asset Under Management) of the fund as of 2021-02-27 is ₹ 170.900. The category risk of the Invesco India PSU Equity Fund (DP-A) fund is Very High Risk. The fund charges 2.72 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 96.4% in this asset class. The top three holdings of the fund are power grid corp of india ltd,bharat electronics ltd and bharat petroleum corp ltd
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.
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
Invesco India PSU Equity Fund (DP-A) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India PSU Equity Fund (DP-A) has a score of 2 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.