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Invesco India Focused Fund - Growth

Fund House:
Invesco Mutual Fund
Category:
Equity: Focused
Status:
Open Ended Schemes
Launch Date:
08-09-2020
ISIN Number:
INF205KA1189
Minimum Investment:
1000
Minimum SIP:
500
Total Assets: (29-11-2024):
3441.33
Nav (20-12-2024)
28.6
CAGR Since Inception:
28.26
Benchmark:
BSE 500 TRI
Expense Ratio (30-11-2024)::
1.9 %
Risko-Meter:
Very High
Exit Load:
(a) If upto 10% of units allotted are redeemed (or) switched out within 1 year from the date of allotment - NIL. (b) Any redemption (or) switch-out of units in excess of 10% of units allotted - 1%. (c) If units are redeemed (or) switched out after 1 year from the date of allotment - NIL. The above exit load is not applicable for purchases made through IDCW Transfer Plan (DTP).
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Invesco India Focused Fund - Growth 45.47 37.13 22.86 0 0
BANDHAN Focused Equity Fund - Regular Plan - Growth 33.46 29.06 19.24 18.22 12.6
ICICI Prudential Focused Equity Fund - Growth 29.75 26.55 21.68 23.95 13.98
ITI Focused Equity Fund - Regular Plan - Growth 27.32 0 0 0 0
JM Focused Fund (Regular) - Growth Option 27.27 26.81 22.42 16.6 13.53
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 27.14 22.7 17.76 0 0
HSBC Focused Fund - Regular Growth 26.51 25.25 18 0 0
HDFC Focused 30 Fund - GROWTH PLAN 26.32 25.71 25.94 22.53 13.87
Edelweiss Focused Fund - Regular Plan - Growth 25.78 24.89 0 0 0
Mahindra Manulife Focused Fund - Regular Plan - Growth 24.55 24.21 20.97 0 0
Fund Manager
Taher Badshah, Amit Nigam, Hiten Jain:
Scheme Objective
The scheme seeks to generate capital appreciation by investing in upto 20 stocks across market capitalization.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Invesco India Focused Fund - Growth NIFTY 50 TRI Equity: Focused
CAGR since inception 28.26% 13.95% 17.02%
1 Year 45.47% 12.84% 22.88%
3 Year 22.86% 13.73% 16.57%
5 Year 0.00% 15.28% 17.75%
10 Year 0.00% 12.46% 13.60%
Nav / Index Value as on2024-12-22 3,441.33% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 6.16
Cash & Cash Equivalents 0.2
Equity 93.64
Company Holding
ICICI BANK LIMITED 8.92
HDFC BANK LIMITED 8.59
INFOSYS LIMITED 6.57
DIXON TECHNOLOGIES (INDIA) LIMITED 6.49
LARSEN AND TOUBRO LIMITED 5.28
ZOMATO LIMITED 5.26
TRENT LIMITED 5.11
CENTURY TEXTILES AND INDUSTRIES LIMITED 4.33
VOLTAS LIMITED 4.2
SUZLON ENERGY LIMITED 4.11
FAQ's of Invesco India Focused Fund - Growth
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Invesco India Focused Fund - Growth