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EquitySector - Financial Services

Invesco India Financial Services Fund Growth

3Y Annualised

20.73%

0.45% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

7.94%

0.45% 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

3 years 8 months

NIFTY 50

5 years 8 months

FD

9 years 7 months

Fund info

Fund size

₹1208.19 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹1000

Exit load

0.01%

For each purchase of units through Lumpsum / switch-in / Systematic Investment Plan (SIP) and Systematic Transfer Plan (STP), exit load will be as follows: if units are redeemed/switched out within 1 year from the date of allotment: if upto 10% of units allotted are redeemed/switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable.

Risk Profile

Very High Risk

Fund Managers

DK
Dhimant KothariFund Manager Since 1 Jun 2018
HJ
Hiten JainFund Manager Since 19 May 2020

About Invesco India Financial Services Fund Growth

Invesco India Financial Services Fund Growth is a Equity mutual fund scheme from Invesco Asset Management (India) Private Ltd. This fund has been in existence for 16 years, having been launched on 2008-07-14. Invesco India Financial Services Fund Growth has ₹1208.19 Cr worth of assets under management (AUM) as of Wed Apr 23 2025. The latest Net Asset Value (NAV) of Invesco India Financial Services Fund Growth as of Wed Apr 23 2025 is ₹131.97. The fund has an expense ratio of 2.17%, which is medium comparable to most other Equity funds.

Invesco India Financial Services Fund Growth returns for the last 1 year are 18.72%. Since launch, it has delivered 16.63% average annual returns.

The Invesco India Financial Services Fund Growth has the majority of its money invested in Financial Services sectors.

Top 5 Holdings of Invesco India Financial Services Fund Growth.

  1. ICICI Bank Ltd: 21.52%
  2. HDFC Bank Ltd: 19.44%
  3. Axis Bank Ltd: 5.89%
  4. State Bank of India: 5.36%
  5. Cholamandalam Investment and Finance Co Ltd: 3.37%

AMC Information

NameInvesco Asset Management (India) Private Ltd
Founding Date2008-07-14
Emailmfservices@religareinvesco.com
Phone+91 22 67310000
Websitehttps://www.invescomutualfund.com/
AddressReligare Invesco Asset Management Company Private Limited,3rd Floor, GYS Infinity,,Paranjpe 'B' Scheme, Subhash Road,,Vile Parle (East),

Tax Implications of Invesco India Financial Services Fund Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Invesco Asset Management (India) Private Ltd

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₹1,000+ cr

AUM

1+ Lac

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