Fund Details
Invesco India Growth Opportunities Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.02% |
| NAV | ₹43.35 (20 Jan 2021) |
|---|---|
| Fund Started | 09 Aug 2007 |
| Fund Size | ₹3,472 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
4. 3Y Returns are higher than the category average returns
5. 5Y Returns are higher than the category average returns
6. 10Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 1.93%
9. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.6% |
| ICICI Bank Ltd. | Financial | Equity | 7.4% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.1% |
| Voltas Ltd. | Cons Durable | Equity | 3.8% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.3% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.3% |
| L&T Technology Services Ltd. | Engineering | Equity | 2.9% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.7% |
| HCL Technologies Ltd. | Technology | Equity | 2.7% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 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 ₹3,472 Cr and the Latest NAV as of 20 Jan 2021 is ₹43.35.
The Invesco India Growth Opportunities Fund Growth 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 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.
