Invesco India PSU Equity Fund - Direct Plan

AMC: INVESCO Moderate Risk Equity Sectoral/Thematic

📊 Quick Summary Of This Page

Invesco India PSU Equity Fund - Direct Plan 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
0.79%
Expense Ratio
Mr. Sagar Gandhi
Fund Manager
IDCW Payout
Plan Type
01 Jan 2013
Launch Date
1%
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 / switchout of units in excess of 10% of units allotted - 1%. If units are redeemed/switched out after 1 year from the date of allotment - Nil.
Exit Load
NAV Momentum
Fund Analysis

Invesco India PSU Equity Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Sectoral/Thematic funds is 77.59% .

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 -5.97% -0.11%
2 Year Return 42.04% 12.90%
3 Year Return 105.72% 41.33%
4 Year Return 247.82% 59.19%
5 Year Return 204.06% 77.59%
6 Year Return 167.48% 118.07%
7 Year Return 291.77% 140.00%
Expense Ratio 0.79% -
NAV History
Fund Information

AMC: INVESCO

Category: Equity • Sectoral/Thematic

Launch Date: 01 Jan 2013

Fund Manager: Mr. Sagar Gandhi

Minimum Purchase: ₹1,000

Exit Load: 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 / switchout of units in excess of 10% of units allotted - 1%. If units are redeemed/switched out after 1 year from the date of allotment - Nil.

Lock-in: 1

Risk: Moderate Risk

About This Fund

Invesco India PSU Equity Fund - Direct Plan is managed by INVESCO and belongs to the Equity 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 PSU Equity Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

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

Invesco India PSU Equity Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

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

Invesco India PSU Equity Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

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

Invesco India PSU Equity Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Invesco India PSU Equity Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

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

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

Invesco India PSU Equity Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Invesco India PSU Equity Fund - Direct Plan and making investment decisions.

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

Invesco India PSU Equity Fund - Direct Plan 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 PSU Equity Fund - Direct Plan to estimate returns and wealth creation over different time periods.