Invesco India ESG Equity Fund

500
Min SIP
1,000
Min Lumpsum
0.8 %
Expense Ratio
Rating
597
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 8.6% - - 11.9%
Category Average 9.3% 3.3% - -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
9.07%
Infosys
7.65%
TCS
7.05%
ICICI Bank
5.18%
H D F C
5.09%
Others
65.96%
Banks
24.88%
IT-Software
18.6%
Finance
8.01%
Auto Components
7.86%
Consumer Durables
6.33%
Others
34.32%
Equity
97.19%
Reverse Repos
3.21%
Net Curr Ass/Net Receivables
-0.39%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
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.

Fund Objective

To generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) criteria as defined by our proprietary investment framework. 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

Taher Badshah - Fund Manager

Mr Taher Badshah is a Top Fund Manager at Invesco Mutual Fund based in Mumbai, India. He has been a fund manager since 2011 and has been an expert in diverse fields of financial investments. He is an excellent advisor who has a profound knowledge of the market, in and out. He is a highly skilled investor who is well versed with the market trends and can easily determine the risks involved. He is always in line with the market, making him an outstanding fund manager. He is the ideal person for your investments, whether personal or professional.

Risk-O-Meter

Peer Comparison

Fund Name

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 ESG Equity Fund ?

You can invest in Invesco India ESG Equity 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 ESG Equity 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 ESG Equity Fund ?

The NAV of Invesco India ESG Equity Fund is ₹12.8 as of 02 June 2023.

How to redeem Invesco India ESG Equity 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 ESG Equity Fund?

The minimum SIP amount of Invesco India ESG Equity Fund is ₹500

What are the top sectors Invesco India ESG Equity Fund has invested in??

The top sectors Invesco India ESG Equity Fund has invested in are
  1. HDFC Bank - 9.07%
  2. Infosys - 7.65%
  3. TCS - 7.05%
  4. ICICI Bank - 5.18%
  5. H D F C - 5.09%

How much returns have Invesco India ESG Equity Fund generated ?

The Invesco India ESG Equity Fund has delivered 11.9% since inception

What is the expense ratio of Invesco India ESG Equity Fund ?

The expense ratio of Invesco India ESG Equity Fund is 0.8 % as of 02 June 2023.

What is the AUM of Invesco India ESG Equity Fund?

The AUM of Invesco India ESG Equity Fund is ₹43,916 Cr as of 02 June 2023

What are the top stock holdings of Invesco India ESG Equity Fund?

The top stock holdings of Invesco India ESG Equity Fund are
  1. HDFC Bank - 9.07%
  2. Infosys - 7.65%
  3. TCS - 7.05%
  4. ICICI Bank - 5.18%
  5. H D F C - 5.09%
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