INF205KA1023

CASPeR Ranking #87

Invesco India Equity Savings Fund Regular Growth

Moderately High risk Equity Savings Allocation

NAV (Wed Dec 04 2024)

₹17

Returns (Since Inception)

10.06%

Category Average

9.48%

Rating

3

Allocation and Holdings

Asset class

Weightage

Unknown

22.49%

Healthcare

4.73%

Financial Services

4.57%

Consumer Defensive

4.35%

Technology

3.79%

Energy

3.37%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Invesco India Equity Savings Fund Regular Growth


Minimum SIP

500


Risk Level

Moderately High risk


AUM

₹340.50 Cr


ISIN

INF205KA1023


Inception Date

Mar 07 2019


Standard Deviation

5.505


Beta

-


Sharpe Ratio

0.653


Benchmark

Nifty Equity Savings Index TR


Expense Ratio

2.310%


Exit Load

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

Moderately High risk

Investment Objective

To generate capital appreciation and income by investing in equity and equity related instruments, arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments).

Fund Managers

Amit Nigam

Krishna Cheemalapati

Dhimant Kothari

About the AMC

Invesco Asset Management (India) Private Ltd


Phone Number

+91 22 67310000


Corporate Office Address

Religare Invesco Asset Management Company Private Limited,3rd Floor, GYS Infinity,,Paranjpe 'B' Scheme, Subhash Road,,Vile Parle (East),

Overall AUM

₹340.50 Cr


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