Invesco India Equity Savings Fund

AMC: INVESCO Moderate Risk Hybrid Equity Savings

📊 Quick Summary Of This Page

Invesco India Equity Savings Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
2.07%
Expense Ratio
Mr. Krishna Cheemalapati
Fund Manager
IDCW Payout
Plan Type
14 Feb 2019
Launch Date
0.25%
If redeemed / switched-out on or before 1 month from the date of allotment - 0.25%. If redeemed / switched-out after 1 month from the date of allotment - Nil.
Exit Load
NAV Momentum
Fund Analysis

Invesco India Equity Savings Fund does not yet have a 5-year performance history.

The average return for Equity Savings funds is 44.96% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 2.56% 0.69%
2 Year Return 22.41% 9.26%
3 Year Return 32.09% 20.16%
4 Year Return 51.47% 33.12%
5 Year Return 63.73% 44.96%
6 Year Return N/A 64.25%
7 Year Return N/A 77.49%
Expense Ratio 2.07% -
NAV History
Fund Information

AMC: INVESCO

Category: Hybrid • Equity Savings

Launch Date: 14 Feb 2019

Fund Manager: Mr. Krishna Cheemalapati

Minimum Purchase: ₹1,000

Exit Load: If redeemed / switched-out on or before 1 month from the date of allotment - 0.25%. If redeemed / switched-out after 1 month from the date of allotment - Nil.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Invesco India Equity Savings Fund is managed by INVESCO and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Invesco India Equity Savings Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Invesco India Equity Savings Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Invesco India Equity Savings Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Invesco India Equity Savings Fund, based on the latest portfolio data.

Invesco India Equity Savings Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Invesco India Equity Savings Fund is , which represents the annual cost charged for managing the fund.

Invesco India Equity Savings Fund manages assets worth approximately , representing the total investor capital under management.

Invesco India Equity Savings Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Invesco India Equity Savings Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Invesco India Equity Savings Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Invesco India Equity Savings Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Invesco India Equity Savings Fund and making investment decisions.

Yes, Invesco India Equity Savings Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Invesco India Equity Savings Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Invesco India Equity Savings Fund to estimate returns and wealth creation over different time periods.