How to Invest in Invesco India Financial Services Fund Growth?

You can easily invest in Invesco India Financial Services Fund Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Invesco India Financial Services Fund Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Invesco India Financial Services Fund Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Invesco India Financial Services Fund Growth provide?

The Invesco India Financial Services Fund Growth has been there from 14 Jul 2008 and the average annual returns provided by this fund is 20.34% since its inception.

How much expense ratio is charged by Invesco India Financial Services Fund Growth?

The term Expense Ratio used for Invesco India Financial Services Fund Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Invesco India Financial Services Fund Growth is 2.39% as of 02 Dec 2023...

What is the AUM of Invesco India Financial Services Fund Growth?

The AUM, short for Assets Under Management of Invesco India Financial Services Fund Growth is ₹574.55Cr as of 02 Dec 2023.

How to Redeem Invesco India Financial Services Fund Growth?

If you want to sell your Invesco India Financial Services Fund Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Invesco India Financial Services Fund Growth?

You can select either SIP or Lumpsum investment of Invesco India Financial Services Fund Growth based on your investment objective and risk tolerance.

What is the NAV of Invesco India Financial Services Fund Growth?

The NAV of Invesco India Financial Services Fund Growth is ₹101.66 as of 01 Dec 2023.

What is the PE and PB ratio of Invesco India Financial Services Fund Growth?

The PE ratio ratio of Invesco India Financial Services Fund Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Invesco India Financial Services Fund Growth - NAV, Mutual Fund Performance & Portfolio

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Invesco India Financial Services Fund Growth
Equity
Sectoral / Thematic
Very High Risk
59%
3Y annualised
+1.17% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹101.66
Min. SIP amountNot Supported
Rating3
Fund size₹574.55Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.3%17.6%14.3%16.3%
Category average10.4%18.1%12.2%NA
Rank with in category663NA
Understand terms
Holdings (28)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity19.5%
Axis Bank Ltd.
FinancialEquity8.5%
State Bank of India
FinancialEquity8.5%
Bajaj Finance Ltd.
FinancialEquity6.6%
Equitas Small Finance Bank Ltd.
FinancialEquity5.0%
Angel One Ltd.
FinancialEquity4.9%
BSE Ltd.
FinancialEquity4.1%
Cholamandalam Investment and Finance Company Ltd.
FinancialEquity3.9%
Multi Commodity Exchange Of India Ltd.
ServicesEquity3.5%
SBI Life Insurance Company Ltd.
InsuranceEquity3.5%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
Nov 2023 - Present
39%
Nov 2023 - 23 Nov 2023
39%
Nov 2023 - 22 Nov 2023
39%
Nov 2023 - 21 Nov 2023
39%
Nov 2023 - 20 Nov 2023
38%
Nov 2023 - 19 Nov 2023
38%
Nov 2023 - 18 Nov 2023
38%
Nov 2023 - 17 Nov 2023
38%
Nov 2023 - 16 Nov 2023
38%
Nov 2023 - 15 Nov 2023
38%
Nov 2023 - 14 Nov 2023
38%
Nov 2023 - 13 Nov 2023
39%
Nov 2023 - 12 Nov 2023
39%
Nov 2023 - 11 Nov 2023
39%
Nov 2023 - 10 Nov 2023
39%
Nov 2023 - 09 Nov 2023
39%
Nov 2023 - 08 Nov 2023
39%
Nov 2023 - 07 Nov 2023
39%
Nov 2023 - 06 Nov 2023
39%
Nov 2023 - 05 Nov 2023
39%
Nov 2023 - 04 Nov 2023
39%
Nov 2023 - 03 Nov 2023
39%
Nov 2023 - 02 Nov 2023
40%
Oct 2023 - 01 Nov 2023
40%
Oct 2023 - 31 Oct 2023
40%
Oct 2023 - 30 Oct 2023
40%
Oct 2023 - 29 Oct 2023
40%
Oct 2023 - 28 Oct 2023
40%
Oct 2023 - 27 Oct 2023
40%
Oct 2023 - 26 Oct 2023
40%
Oct 2023 - 25 Oct 2023
40%
Oct 2023 - 24 Oct 2023
40%
Oct 2023 - 23 Oct 2023
40%
Oct 2023 - 22 Oct 2023
40%
Oct 2023 - 21 Oct 2023
40%
Oct 2023 - 20 Oct 2023
40%
Oct 2023 - 19 Oct 2023
40%
Oct 2023 - 18 Oct 2023
40%
Oct 2023 - 17 Oct 2023
40%
Oct 2023 - 16 Oct 2023
40%
Oct 2023 - 15 Oct 2023
40%
Oct 2023 - 14 Oct 2023
40%
Oct 2023 - 13 Oct 2023
40%
Oct 2023 - 12 Oct 2023
40%
Oct 2023 - 11 Oct 2023
40%
Oct 2023 - 10 Oct 2023
40%
Oct 2023 - 09 Oct 2023
40%
Oct 2023 - 08 Oct 2023
40%
Oct 2023 - 07 Oct 2023
40%
Oct 2023 - 06 Oct 2023
40%
Oct 2023 - 05 Oct 2023
40%
Oct 2023 - 04 Oct 2023
40%
Oct 2023 - 03 Oct 2023
40%
Oct 2023 - 02 Oct 2023
40%
Sep 2023 - 01 Oct 2023
40%
Sep 2023 - 30 Sep 2023
40%
Sep 2023 - 29 Sep 2023
40%
Sep 2023 - 28 Sep 2023
40%
Sep 2023 - 27 Sep 2023
40%
Sep 2023 - 26 Sep 2023
40%
Sep 2023 - 25 Sep 2023
40%
Sep 2023 - 24 Sep 2023
40%
Sep 2023 - 23 Sep 2023
40%
Sep 2023 - 22 Sep 2023
40%
Sep 2023 - 21 Sep 2023
40%
Sep 2023 - 20 Sep 2023
40%
Sep 2023 - 19 Sep 2023
40%
Sep 2023 - 18 Sep 2023
40%
Sep 2023 - 17 Sep 2023
40%
Sep 2023 - 16 Sep 2023
40%
Sep 2023 - 15 Sep 2023
40%
Sep 2023 - 14 Sep 2023
40%
Sep 2023 - 13 Sep 2023
40%
Sep 2023 - 12 Sep 2023
40%
Sep 2023 - 11 Sep 2023
40%
Sep 2023 - 10 Sep 2023
40%
Sep 2023 - 09 Sep 2023
40%
Sep 2023 - 08 Sep 2023
41%
Sep 2023 - 07 Sep 2023
41%
Sep 2023 - 06 Sep 2023
41%
Sep 2023 - 05 Sep 2023
41%
Sep 2023 - 04 Sep 2023
41%
Sep 2023 - 03 Sep 2023
41%
Sep 2023 - 02 Sep 2023
41%
Aug 2023 - 01 Sep 2023
41%
Jul 2023 - 31 Aug 2023
40%
Jun 2023 - 31 Jul 2023
41%
May 2023 - 30 Jun 2023
42%
Apr 2023 - 31 May 2023
43%
Mar 2023 - 30 Apr 2023
43%
Feb 2023 - 31 Mar 2023
50%
Jan 2023 - 28 Feb 2023
48%
Dec 2022 - 31 Jan 2023
53%
Dec 2022 - 31 Dec 2022
53%
Dec 2022 - 31 Dec 2022
53%
Nov 2022 - 31 Dec 2022
46%
Nov 2022 - 30 Nov 2022
46%
Nov 2022 - 30 Nov 2022
46%
Oct 2022 - 30 Nov 2022
46%
Oct 2022 - 31 Oct 2022
46%
Oct 2022 - 31 Oct 2022
46%
Oct 2022 - 31 Oct 2022
46%
Sep 2022 - 31 Oct 2022
52%
Sep 2022 - 30 Sep 2022
52%
Sep 2022 - 30 Sep 2022
52%
Aug 2022 - 30 Sep 2022
62%
Aug 2022 - 31 Aug 2022
62%
Jul 2022 - 31 Aug 2022
56%
Jul 2022 - 31 Jul 2022
56%
Jun 2022 - 31 Jul 2022
55%
Jun 2022 - 30 Jun 2022
55%
May 2022 - 30 Jun 2022
51%
May 2022 - 31 May 2022
51%
Apr 2022 - 31 May 2022
67%
Apr 2022 - 30 Apr 2022
67%
Mar 2022 - 30 Apr 2022
60%
Mar 2022 - 31 Mar 2022
60%
Feb 2022 - 31 Mar 2022
50%
Feb 2022 - 28 Feb 2022
50%
Jan 2022 - 28 Feb 2022
64%
Dec 2021 - 31 Jan 2022
64%
Nov 2021 - 31 Dec 2021
68%
Oct 2021 - 30 Nov 2021
62%
Sep 2021 - 31 Oct 2021
61%
Aug 2021 - 30 Sep 2021
48%
Jul 2021 - 31 Aug 2021
65%
Jun 2021 - 31 Jul 2021
59%
May 2021 - 30 Jun 2021
61%
Apr 2021 - 31 May 2021
53%
Mar 2021 - 30 Apr 2021
32%
Feb 2021 - 31 Mar 2021
46%
Jan 2021 - 28 Feb 2021
60%
Dec 2020 - 31 Jan 2021
57%
Nov 2020 - 31 Dec 2020
76%
Oct 2020 - 30 Nov 2020
58%
Sep 2020 - 31 Oct 2020
46%
Aug 2020 - 30 Sep 2020
71%
Jul 2020 - 31 Aug 2020
54%
Jun 2020 - 31 Jul 2020
75%
May 2020 - 30 Jun 2020
79%
Apr 2020 - 31 May 2020
54%
Mar 2020 - 30 Apr 2020
50%
Feb 2020 - 31 Mar 2020
83%
Jan 2020 - 29 Feb 2020
83%
Dec 2019 - 31 Jan 2020
81%
Nov 2019 - 31 Dec 2019
83%
Oct 2019 - 30 Nov 2019
70%
Sep 2019 - 31 Oct 2019
59%
Aug 2019 - 30 Sep 2019
40%
Jul 2019 - 31 Aug 2019
74%
Jun 2019 - 31 Jul 2019
74%
May 2019 - 30 Jun 2019
65%
Apr 2019 - 31 May 2019
65%
Mar 2019 - 30 Apr 2019
86%
Feb 2019 - 31 Mar 2019
74%
Jan 2019 - 28 Feb 2019
77%
Dec 2018 - 31 Jan 2019
72%
Nov 2018 - 31 Dec 2018
73%
Oct 2018 - 30 Nov 2018
79%
Sep 2018 - 31 Oct 2018
83%
Aug 2018 - 30 Sep 2018
74%
Jul 2018 - 31 Aug 2018
73%
Jun 2018 - 31 Jul 2018
75%
May 2018 - 30 Jun 2018
65%
Apr 2018 - 31 May 2018
65%
Mar 2018 - 30 Apr 2018
66%
Feb 2018 - 31 Mar 2018
65%
Jan 2018 - 28 Feb 2018
64%
Dec 2017 - 31 Jan 2018
65%
Nov 2017 - 31 Dec 2017
65%
Oct 2017 - 30 Nov 2017
66%
Expense ratio, exit load and taxExpense ratio: 2.39%Inclusive of GST
Exit loadFor units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementDhimant Kothari
Jun 2018 - Present
View details
Education
Mr. Kothari is a Chartered Accountant and holds a Commerce degree.
Experience
In his last assignment, he was working as Senior Manager – Research with Credit Analysis and Research Ltd., His other assignments include Lotus India Asset Management and CRISIL Ltd.
Also manages these schemes
Invesco India Balanced Advantage Fund Direct Growth
Invesco India Contra Fund Direct Growth
Invesco India Financial Services Fund Direct Growth
Invesco India Largecap Fund Direct Growth
Invesco India PSU Equity Fund Direct Growth
Invesco India ELSS Tax Saver Fund Direct Growth
Invesco India Equity & Bond Fund Direct Growth
Invesco India Equity Savings Fund Direct Growth
Hiten Jain
May 2020 - Present
View details
Education
Mr. Jain has done BE, CFA and MBA (Finance)
Experience
Prior to joining Invesco India Mutual Fund, he has worked with CRISIL Limited and Dunia Finance LLC Dubai.
Also manages these schemes
Invesco India Financial Services Fund Direct Growth
Invesco India Focused 20 Equity Fund Direct Growth
Fund house & investment objective
Invesco Mutual Fund
Rank (total assets)#16 in India
Total AUM₹60,183.97Cr
Date of Incorporation24 Jul 2006
 Invesco India Financial Services Fund Growth is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 24 Jul 2006. Amit Ganatra is the Current Fund Manager of Invesco India Financial Services Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹60,184 Cr and the Latest NAV as of 01 Dec 2023 is ₹101.66.
The Invesco India Financial Services Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
;
Investment ObjectiveThe scheme seeks to generate capital appreciation from a portfolio of Equity and Equity Related Instruments of companies engaged in the business of banking and financial services.
;
Fund benchmarkNIFTY Financial Services Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
- A-A Wing - 21st Floor,Marathon Futurex,N.M. Joshi Marg, Lower Parel, Mumbai 400013
Phone
022-67310000 / 1800-209-0007
Launch Date
Jul 2006
E-mail
NA
Website
www.invescomutualfund.com
Invesco Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Invesco India Financial Services Fund Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	20.3%	17.6%	14.3%	16.3%
Category average	10.4%	18.1%	12.2%	NA
Rank with in category	6	6	3	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	19.5%
Axis Bank Ltd.	Financial	Equity	8.5%
State Bank of India	Financial	Equity	8.5%
Bajaj Finance Ltd.	Financial	Equity	6.6%
Equitas Small Finance Bank Ltd.	Financial	Equity	5.0%
Angel One Ltd.	Financial	Equity	4.9%
BSE Ltd.	Financial	Equity	4.1%
Cholamandalam Investment and Finance Company Ltd.	Financial	Equity	3.9%
Multi Commodity Exchange Of India Ltd.	Services	Equity	3.5%
SBI Life Insurance Company Ltd.	Insurance	Equity	3.5%

Rank (total assets)	#16 in India
Total AUM	₹60,183.97Cr

Date of Incorporation	24 Jul 2006

Fund benchmark	NIFTY Financial Services Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹574.55Cr

Invesco India Financial Services Fund Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (28)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.39%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Dhimant KothariJun 2018 - PresentView details

Hiten JainMay 2020 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Dhimant Kothari
Jun 2018 - Present
View details

Hiten Jain
May 2020 - Present
View details