Fund Details
Invesco India Growth Opportunities Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.91% |
| NAV | ₹42.86 (16 Apr 2021) |
|---|---|
| Fund Started | 09 Aug 2007 |
| Fund Size | ₹3,651 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Higher expense ratio - 1.91%
2. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.6% |
| ICICI Bank Ltd. | Financial | Equity | 6.7% |
| Infosys Ltd. | Technology | Equity | 5.0% |
| Axis Bank Ltd. | Financial | Equity | 3.2% |
| Ultratech Cement Ltd. | Construction | Equity | 3.1% |
| Voltas Ltd. | Cons Durable | Equity | 2.9% |
| Mphasis Ltd. | Technology | Equity | 2.8% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.6% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.6% |
| L&T Technology Services Ltd. | Engineering | Equity | 2.5% |
Fund Managers
Invesco India Growth Opportunities Fund Growth Details
Invesco India Growth Opportunities Fund Growth is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 09 Aug 2007. Amit Ganatra, Taher Badshah is the Current Fund Manager of Invesco India Growth Opportunities Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,651 Cr and the Latest NAV as of 16 Apr 2021 is ₹42.86.
The Invesco India Growth Opportunities Fund Growth is rated Very 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 scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
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.
