Invesco India ESG Equity Fund – Direct (IDCW)
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.94 %
Expense Ratio
Rating
562
Fund Size (in Cr)
3 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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 28.2% | - | - | 17.1% | ||||
| Category Average | 26.1% | 10.3% | - | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.03
Alpha
0.59
SD
0.85
Beta
0.07
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 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
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 5,004
-
66.8%Fund Size - 5,004
-
40.9%Fund Size - 5,004
-
29.9%Fund Size - 5,004
-
- Equity .
- Sectoral / Thematic .
-
- 2,405
-
78.7%Fund Size - 2,405
-
39.3%Fund Size - 2,405
-
28%Fund Size - 2,405
-
- Equity .
- Sectoral / Thematic .
-
- 267
-
77.8%Fund Size - 267
-
38.2%Fund Size - 267
-
27.3%Fund Size - 267
-
- Equity .
- Sectoral / Thematic .
-
- 3,459
-
75.5%Fund Size - 3,459
-
32.1%Fund Size - 3,459
-
26.9%Fund Size - 3,459
-
- Equity .
- Sectoral / Thematic .
-
- 1,444
-
57.2%Fund Size - 1,444
-
21%Fund Size - 1,444
-
25%Fund Size - 1,444
AMC Contact Details
Invesco Mutual Fund
AUM:
74,378 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
More Funds from Invesco Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 956
-
90.2%Fund Size - 956
-
40.4%Fund Size - 956
-
31.2%Fund Size - 956
-
- Equity .
- Multi Cap .
-
- 3,345
-
43.1%Fund Size - 3,345
-
23.2%Fund Size - 3,345
-
22.3%Fund Size - 3,345
-
- Equity .
- Mid Cap .
-
- 4,512
-
49.7%Fund Size - 4,512
-
27.6%Fund Size - 4,512
-
26.4%Fund Size - 4,512
-
- Equity .
- Sectoral / Thematic .
-
- 1,063
-
77%Fund Size - 1,063
-
38.2%Fund Size - 1,063
-
32.4%Fund Size - 1,063
-
- Equity .
- Small Cap .
-
- 3,964
-
55.4%Fund Size - 3,964
-
31.8%Fund Size - 3,964
-
30.3%Fund Size - 3,964
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,930
-
40.3%Fund Size - 1,930
-
21.7%Fund Size - 1,930
-
20.4%Fund Size - 1,930
-
- Equity .
- Large Cap .
-
- 26,137
-
39.7%Fund Size - 26,137
-
26.3%Fund Size - 26,137
-
19.8%Fund Size - 26,137
-
- Equity .
- Large Cap .
-
- 12,830
-
29.5%Fund Size - 12,830
-
17.8%Fund Size - 12,830
-
19.8%Fund Size - 12,830
-
- Equity .
- Large Cap .
-
- 54,904
-
39.1%Fund Size - 54,904
-
22.4%Fund Size - 54,904
-
19.7%Fund Size - 54,904
-
- Equity .
- Large Cap .
-
- 8,027
-
31.5%Fund Size - 8,027
-
19%Fund Size - 8,027
-
19.1%Fund Size - 8,027
Frequently Asked Questions
How to invest in Invesco India ESG Equity Fund – Direct (IDCW) ?
You can invest in Invesco India ESG Equity Fund – Direct (IDCW) 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 – Direct (IDCW) 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 – Direct (IDCW) ?
The NAV of Invesco India ESG Equity Fund – Direct (IDCW) is ₹15.8 as of 12 January 2024.
How to redeem Invesco India ESG Equity Fund – Direct (IDCW) 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 – Direct (IDCW)?
The minimum SIP amount of Invesco India ESG Equity Fund – Direct (IDCW) is ₹500
What are the top sectors Invesco India ESG Equity Fund – Direct (IDCW) has invested in?
The top sectors Invesco India ESG Equity Fund – Direct (IDCW) has invested in are
- IT-Software - 19.66%
- Banks - 18.37%
- Pharmaceuticals & Biotech - 8.19%
- Automobiles - 7.27%
- Finance - 6.81%
Can I make investments in both the SIP and Lump Sum schemes of Invesco India ESG Equity Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Invesco India ESG Equity Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have Invesco India ESG Equity Fund – Direct (IDCW) generated ?
The Invesco India ESG Equity Fund – Direct (IDCW) has delivered 17.1% since inception
What is the expense ratio of Invesco India ESG Equity Fund – Direct (IDCW) ?
The expense ratio of Invesco India ESG Equity Fund – Direct (IDCW) is 0.94 % as of 12 January 2024.
What is the AUM of Invesco India ESG Equity Fund – Direct (IDCW)?
The AUM of Invesco India ESG Equity Fund – Direct (IDCW) is ₹74,378 Cr as of 12 January 2024
What are the top stock holdings of Invesco India ESG Equity Fund – Direct (IDCW)?
The top stock holdings of Invesco India ESG Equity Fund – Direct (IDCW) are
- TCS - 6.74%
- HDFC Bank - 6.13%
- ICICI Bank - 6.07%
- Infosys - 5.45%
- Axis Bank - 3.72%
How can I redeem my investments in Invesco India ESG Equity Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Invesco India ESG Equity Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Invesco India ESG Equity Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.