AN
Amit NigamFund Manager Since 3 Sept 2020
AllocationEquity Savings
Invesco India Equity Savings Fund Direct Growth
3Y Annualised
13.60%
-0.04% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.38%
-0.04% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 5 months
NIFTY 50
4 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹404.34 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.0025%
In respect of each purchase/switch-in of units, an exit load of 0.25% is payable if units are redeemed/ switched-out on or before 1 month from the date of allotment. In respect of each purchase/switch-in of units, no exit load is payable if units are redeemed/switched-out after 1 month from the date of allotment. Switch between the Plans under the Scheme: Nil
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Equity Savings Direct Plan Growth Plan
2.50%
2nd
HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl
2.50%
3rd
HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl
2.50%
4th
HSBC Equity Savings Quarterly Reinvestment of Income Distribution cum Cap Wrdl
2.43%
5th
HSBC Equity Savings Quarterly Payout of Income Distribution cum Cap Wrdl
2.43%
9th
Invesco India Equity Savings Fund Direct Growth
2.38%
Fund Managers
KC
Krishna CheemalapatiFund Manager Since 7 Mar 2019
DK
Dhimant KothariFund Manager Since 19 May 2020
About Invesco India Equity Savings Fund Direct Growth
Invesco India Equity Savings Fund Direct Growth is a Allocation mutual fund scheme from Invesco Asset Management (India) Private Ltd. This fund has been in existence for 6 years, having been launched on 2019-03-07. Invesco India Equity Savings Fund Direct Growth has ₹404.34 Cr worth of assets under management (AUM) as of Fri May 30 2025. The latest Net Asset Value (NAV) of Invesco India Equity Savings Fund Direct Growth as of Thu May 29 2025 is ₹18.7477. The fund has an expense ratio of 0.71%, which is medium comparable to most other Allocation funds.
Invesco India Equity Savings Fund Direct Growth returns for the last 1 year are 11.07%. Since launch, it has delivered 10.59% average annual returns.
The Invesco India Equity Savings Fund Direct Growth has the majority of its money invested in null, Financial Services, Technology, Consumer Defensive, Healthcare sectors.
Top 5 Holdings of Invesco India Equity Savings Fund Direct Growth.
- Future on Axis Bank Ltd: 6.88%
- Axis Bank Ltd: 6.85%
- Infosys Ltd: 4.53%
- Future on United Spirits Ltd: 3.96%
- Future on Sun Pharmaceuticals Industries Ltd: 3.96%
AMC Information
| Name | Invesco Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2019-03-07 |
| mfservices@religareinvesco.com | |
| Phone | +91 22 67310000 |
| Website | https://www.invescomutualfund.com/ |
| Address | Religare Invesco Asset Management Company Private Limited,3rd Floor, GYS Infinity,,Paranjpe 'B' Scheme, Subhash Road,,Vile Parle (East), |
Tax Implications of Invesco India Equity Savings Fund Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Invesco Asset Management (India) Private Ltd
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Invesco India PSU Equity Fund Growth
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Invesco India Multicap Fund Growth
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FAQs
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