Invesco India Largecap Fund Direct Growth

Equity
Large Cap
Very High Risk
25.81%
3Y annualised
+1.93% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Mar 2023₹49.05
Min. SIP amount₹100
Rating4
Fund size₹724.90Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-2.4%25.8%11.3%13.7%
Category average-1.8%25.0%10.7%NA
Rank with in category644333NA
Understand terms

Holdings (45)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity9.5%
Infosys Ltd.TechnologyEquity9.1%
Reliance Industries Ltd.EnergyEquity7.7%
ICICI Bank Ltd.FinancialEquity6.8%
Housing Development Finance Corporation Ltd.FinancialEquity5.2%
ITC Ltd.Consumer StaplesEquity4.3%
Nestle India Ltd.Consumer StaplesEquity3.7%
Ultratech Cement Ltd.ConstructionEquity3.3%
LTIMindtree Ltd.TechnologyEquity2.9%
Axis Bank Ltd.FinancialEquity2.8%
See All

Pros and cons

Category: Equity Large Cap

Pros

Cons

Exit load is zero
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.81%
Lower alpha: -0.09 The fund has generated returns lower than benchmark - NIFTY 100 Total Return Index - in the last 3Y
5Y and 10Y annualised returns higher than category average

Expense ratio, exit load and tax

Expense ratio: 0.81%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns 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 amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Amit Nigam
Sep 2020 - Present
View details

Education
Mr. Nigam is BE from IIT, Roorkee and PGDBM from IIM, Indore.
Experience
Prior to joining Invesco Mutual Fund, he has worked with Essel Finance AMC Ltd., BNP Paribas Asset Management India Pvt. Ltd.
Also manages these schemes

Dhimant Kothari
Sep 2022 - 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

Fund house & investment objective

Fund house contact details

Address
2101 - A-A Wing - 21st Floor,Marathon Futurex,N.M. Joshi Marg, Lower Parel, Mumbai 400013
Phone
022-67310000 / 1800-209-0007
Launch Date
24 Jul 2006
Website
NA
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,

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