Invesco India Growth Opportunities Fund Direct Dividend+1.64%

4
-9.19%
1 Year Return
Equity
Large & Mid Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Invesco India Growth Opportunities Fund Direct Dividend

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.03%
NAV17.43 (05 Jun 2020)
Fund Started01 Jan 2013
Fund Size2,285 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Invesco India Growth Opportunities Fund Direct Dividend
-9.2%
4.7%
8.0%
13.2%
Category Average
-17.3%
-4.4%
2.1%
-
Rank within category
11
1
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -9.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.7%
    Reliance Industries Ltd.EnergyEquity7.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.3%
    ICICI Bank Ltd.FinancialEquity4.9%
    Tata Consultancy Services Ltd.TechnologyEquity3.9%
    Kotak Mahindra Bank Ltd.FinancialEquity3.9%
    Hindustan Unilever Ltd.FMCGEquity3.2%
    Bharti Airtel Ltd.CommunicationEquity2.9%
    Indraprastha Gas Ltd.EnergyEquity2.8%
    Invesco Inida Liquid Fund - Direct PlanFinancialMutual Fund2.6%
    See All

    Fund Managers

    addPranav Gokhale
    Education
    Mr. Gokhale is a Chartered Accountant & holds M.Com degree.
    Experience
    Prior to joining Invesco Mutual Fund, he has worked with IL&FS, ICICI Direct, Rosy Blue Securities Pvt. Ltd., and International Ship Repair LLC Fujairiah.
    Funds Managed
    addAmit Ganatra
    Education
    Mr. Ganatra holds a Commerce degree and is a Charted Accountant. He is also a Chartered Financial Analyst from AIMR.
    Experience
    Prior to joining Invesco Mutual Fund, he has worked with DBS Cholamandalam AMC Pvt. Ltd. and Fidelity.
    Funds Managed

    Invesco India Growth Opportunities Fund Direct Dividend Details

    Invesco India Growth Opportunities Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Amit Ganatra, Taher Badshah is the Current Fund Manager of Invesco India Growth Opportunities Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹2,285 Cr and the Latest NAV as of 05 Jun 2020 is ₹17.43.

    The Invesco India Growth Opportunities Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 1000. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

    Investment Objective

    The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and quity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
    Exit Load

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    About Invesco Mutual Fund

    Address
    3rd Floor, GYS Infinity, Paranjpe 'B' Scheme, Subhash Road, Vile Parle (East), Mumbai 400 057
    Phone
    022 - 67310000
    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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