Invesco India Equity Savings Fund
500
Min SIP
1,000
Min Lumpsum
0.72 %
Expense Ratio
Rating
127
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.7% | 10.2% | - | 8.2% | ||||
| Category Average | 14% | 25% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
United Spirits
Sun Pharma.Inds.
H D F C
St Bk of India
Ambuja Cements
Others
Advance Ratio
0.21
Alpha
1.41
SD
0.28
Beta
0.53
Sharpe
Exit Load
| Exit Load | 0.25% - If units are redeemed/switched-out on or before 1 month from the date of allotment. Nil - If units are redeemed/switched-out after 1 month from the date of allotment. |
|---|
Fund Objective
To generate capital appreciation and income by investing in equity and equity related instruments, arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments). 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 .
- Equity Savings .
-
- 422
-
10.4%Fund Size - 422
-
16.9%Fund Size - 422
-
10.6%Fund Size - 422
-
- Hybrid .
- Equity Savings .
-
- 140
-
10.3%Fund Size - 140
-
16.8%Fund Size - 140
-
8.4%Fund Size - 140
-
- Hybrid .
- Equity Savings .
-
- 2,568
-
10%Fund Size - 2,568
-
15.5%Fund Size - 2,568
-
9.3%Fund Size - 2,568
-
- Hybrid .
- Equity Savings .
-
- 2,171
-
10.6%Fund Size - 2,171
-
13.7%Fund Size - 2,171
-
9.5%Fund Size - 2,171
-
- Hybrid .
- Equity Savings .
-
- 253
-
9.8%Fund Size - 253
-
12.4%Fund Size - 253
-
9.3%Fund Size - 253
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 Savings Fund ?
You can invest in Invesco India Equity Savings 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 Savings 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 Savings Fund ?
The NAV of Invesco India Equity Savings Fund is ₹13.9 as of 31 May 2023.
How to redeem Invesco India Equity Savings 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 Savings Fund?
The minimum SIP amount of Invesco India Equity Savings Fund is ₹500
What are the top sectors Invesco India Equity Savings Fund has invested in??
The top sectors Invesco India Equity Savings Fund has invested in are
- United Spirits - 9.3%
- Sun Pharma.Inds. - 6.67%
- H D F C - 5.5%
- St Bk of India - 4.77%
- Ambuja Cements - 2.8%
How much returns have Invesco India Equity Savings Fund generated ?
The Invesco India Equity Savings Fund has delivered 8.2% since inception
What is the expense ratio of Invesco India Equity Savings Fund ?
The expense ratio of Invesco India Equity Savings Fund is 0.72 % as of 31 May 2023.
What is the AUM of Invesco India Equity Savings Fund?
The AUM of Invesco India Equity Savings Fund is ₹43,916 Cr as of 31 May 2023
What are the top stock holdings of Invesco India Equity Savings Fund?
The top stock holdings of Invesco India Equity Savings Fund are
- United Spirits - 9.3%
- Sun Pharma.Inds. - 6.67%
- H D F C - 5.5%
- St Bk of India - 4.77%
- Ambuja Cements - 2.8%