Skip to main content
Scripbox Logo
fund-logo

Invesco India PSU Equity Fund (Growth)

Returns (5yrs)
5.12 %
Latest NAV
18.06

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
fund icon
Long Term Wealth
Inflation Beating Returns

Fund Information

as on 12th of July, 06:46 PM

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.

Fund Managers

  • profile-pic
    Nitin Gosar
    profile-pic
    Pranav Gokhale
  • expense-ratio
    Expense Ratio
    2.51
    benchmark
    Benchmark
    S&P BSE PSU TR INR
  • Aum image
    AUM
    ₹ 132.24 Crores
    ISIN
    ISIN
    INF205K01338
  • Category Risk:

    High Risk

Holding Information

as on 12th of July, 06:46 PM

Top Holding

Gujarat Gas Ltd
10%
Power Grid Corp Of India Ltd
9%
Bharat Petroleum Corp Ltd
9%
Gujarat State Petronet Ltd
8%
Hindustan Petroleum Corp Ltd
7%

Top Sectors

Utilities
41%
Energy
20%
Industrials
15%
Financial Services
13%
Basic Materials
9%

Allocation

Equity
98%
Others
2%
Debt
0%

Investment Return Calculator

as on 12th of July, 06:46 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 12th of July, 06:46 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Invesco India PSU Equity Fund - Growth is a Sectoral / Thematic - Psu Equity fund and has delivered an annualised return of 5.12% over a period of 5 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers names are 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. The fund charges 2.51000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.