Invesco India Equity & Bond Fund
500
Min SIP
1,000
Min Lumpsum
0.76 %
Expense Ratio
Rating
382
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16% | 17.5% | - | 10.6% | ||||
| Category Average | 16% | 23.8% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
Infosys
St Bk of India
NTPC
Others
Advance Ratio
0.32
Alpha
2.87
SD
0.57
Beta
0.49
Sharpe
Exit Load
| Exit Load | if units are redeemed/switched out within 1 year from the date of allotment: if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable. |
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Fund Objective
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities. 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
Dhimant Kothari - Fund Manager
Dhimant has 17 years of financial and stock research expertise. He is presently at Invesco as a ‘Fund Manager.’ Dhimant is a Chartered Accountant with a Commerce degree from Jawaharlal Nehru University in Mumbai.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 22,144
-
15.9%Fund Size - 22,144
-
27.8%Fund Size - 22,144
-
15.7%Fund Size - 22,144
-
- Hybrid .
- Aggressive Hybrid .
-
- 4,440
-
17.5%Fund Size - 4,440
-
24.2%Fund Size - 4,440
-
11.4%Fund Size - 4,440
-
- Hybrid .
- Aggressive Hybrid .
-
- 2,820
-
18.1%Fund Size - 2,820
-
23%Fund Size - 2,820
-
7.1%Fund Size - 2,820
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,249
-
17%Fund Size - 3,249
-
21.8%Fund Size - 3,249
-
11.5%Fund Size - 3,249
-
- Hybrid .
- Aggressive Hybrid .
-
- 1,374
-
16%Fund Size - 1,374
-
20.8%Fund Size - 1,374
-
11.4%Fund Size - 1,374
AMC Contact Details
Invesco Mutual Fund
AUM:
43,916 Cr
Address:
2101-A, A Wing, 21st Floor, Marathon
Futurex, N.M.Joshi Marg,
Lower Parel, Mumbai 400 013.
Contact:
022 - 67310000
Email ID:
mfservices@invesco.com
Frequently Asked Questions
How to invest in Invesco India Equity & Bond Fund ?
You can invest in Invesco India Equity & Bond Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Invesco India Equity & Bond Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Invesco India Equity & Bond Fund ?
The NAV of Invesco India Equity & Bond Fund is ₹16.4 as of 08 June 2023.
How to redeem Invesco India Equity & Bond Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Invesco India Equity & Bond Fund?
The minimum SIP amount of Invesco India Equity & Bond Fund is ₹500
What are the top sectors Invesco India Equity & Bond Fund has invested in??
The top sectors Invesco India Equity & Bond Fund has invested in are
- HDFC Bank - 7.02%
- ICICI Bank - 6.08%
- Infosys - 3.72%
- St Bk of India - 3.12%
- NTPC - 2.55%
How much returns have Invesco India Equity & Bond Fund generated ?
The Invesco India Equity & Bond Fund has delivered 10.6% since inception
What is the expense ratio of Invesco India Equity & Bond Fund ?
The expense ratio of Invesco India Equity & Bond Fund is 0.76 % as of 08 June 2023.
What is the AUM of Invesco India Equity & Bond Fund?
The AUM of Invesco India Equity & Bond Fund is ₹43,916 Cr as of 08 June 2023
What are the top stock holdings of Invesco India Equity & Bond Fund?
The top stock holdings of Invesco India Equity & Bond Fund are
- HDFC Bank - 7.02%
- ICICI Bank - 6.08%
- Infosys - 3.72%
- St Bk of India - 3.12%
- NTPC - 2.55%