NG
Nitin GosarFund Manager Since 1 Jun 2018
EquityEquity - Other
Invesco India PSU Equity Fund Growth
3Y Annualised
26.28%
1.76% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-9.05%
1.76% 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
2 years 12 months
NIFTY 50
6 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹1229.51 Cr
Min. SIP amount
₹500
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
Peer comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal S&P BSE Low Volatility ETF
9.26%
2nd
Motilal Oswal Nifty 200 Momentum 30 ETF
8.47%
3rd
HDFC NIFTY200 Momentum 30 ETF
6.44%
4th
ICICI Prudential Nifty 100 Low Vol 30 ETF
2.63%
5th
HDFC NIFTY100 Low Volatility 30 ETF
1.99%
307th
Invesco India PSU Equity Fund Growth
-9.05%
Fund Managers
DK
Dhimant KothariFund Manager Since 19 May 2020
About Invesco India PSU Equity Fund Growth
Invesco India PSU Equity Fund Growth is a Equity mutual fund scheme from Invesco Asset Management (India) Private Ltd. This fund has been in existence for 15 years, having been launched on 2009-11-18. Invesco India PSU Equity Fund Growth has ₹1229.51 Cr worth of assets under management (AUM) as of Wed Mar 05 2025. The latest Net Asset Value (NAV) of Invesco India PSU Equity Fund Growth as of Tue Mar 04 2025 is ₹50.77. The fund has an expense ratio of 2.15%, which is medium comparable to most other Equity funds.
Invesco India PSU Equity Fund Growth returns for the last 1 year are -10.95%. Since launch, it has delivered 11.21% average annual returns.
The Invesco India PSU Equity Fund Growth has the majority of its money invested in Industrials, Utilities, Financial Services, Energy, Basic Materials sectors.
Top 5 Holdings of Invesco India PSU Equity Fund Growth.
- Bharat Electronics Ltd: 9.27%
- Power Grid Corp Of India Ltd: 8.83%
- State Bank of India: 7.87%
- Bharat Petroleum Corp Ltd: 7.32%
- Oil & Natural Gas Corp Ltd: 6.13%
AMC Information
| Name | Invesco Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2009-11-18 |
| 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 PSU Equity Fund Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Invesco Asset Management (India) Private Ltd
Invesco India Gilt Fund Direct Plan Growth
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3Y CAGR
7.31%
expense ratio
0.46%
fund size
₹1231.83 Cr
Invesco India Corporate Bond Fund Direct Growth
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Invesco India PSU Equity Fund Growth
EquityEquity - Other
3Y CAGR
26.28%
expense ratio
2.15%
fund size
₹1229.51 Cr
Invesco India Low Duration Fund Direct Plan Growth
Fixed IncomeLow Duration
3Y CAGR
6.62%
expense ratio
0.32%
fund size
₹1490.83 Cr
Invesco India Multicap Fund Growth
EquityMulti-Cap
3Y CAGR
16.57%
expense ratio
1.89%
fund size
₹3727.80 Cr
FAQs
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