Invesco India Growth Opportunities Fund - Direct Plan Growth

Equity | Large & Mid Cap

(NAV as of 14/05/2024)

91.64 (0.65)

3Y Returns

23.7%

Min SIP

₹100

Min Lumpsum

₹1000

Expense Ratio

0.69%

Fund Size

₹4641 Cr

Inception Date

01-Jan-13

Fund Manager

Amit Ganatra

Exit Load

Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the S&P BSE Large Mid Cap TRI benchmark but its beta is more than Large & Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given less SIP returns than the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given more or less similar risk adjusted returns than the S&P BSE Large Mid Cap TRI benchmark and among the mid quartile in Large & Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has not beaten the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Returns Consistency

This fund has given less returns than the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the S&P BSE Large Mid Cap TRI benchmark and among the top quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

96.96%

Debt & Others

3.04%

Market Cap Allocation

Large Cap

45.60%

Mid Cap

40.89%

Small Cap

10.47%

Other Cap

3.04%

Sector Allocation

Banks

13.30%

Industrial Products

10.95%

Finance

10.47%

Internet and Technology

7.79%

Automobiles

7.09%

Top Ten Holdings

ICICI Bank Ltd

5.11%

NTPC Ltd

2.97%

NHPC Ltd

2.50%

Trent Ltd [Lakme Ltd]

2.50%

REC Ltd

2.38%

Investment Objective

To Generate Capital Appreciation From A Diversified Portfolio Of Predominantly Equity And Equity Related Instruments Of Large And Midcap Companies.

Fund House Detail

AMC Name

Invesco Asset Management Company Pvt Ltd.

Scheme Document

https://invescomutualfund.com/literature-and-form?tab=Scheme

Address

2101-A, A Wing, 21st Floor, Marathon Futurex,N. M. Joshi Marg, Lower ParelMumbai - 400 013

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Woc Large And Mid Cap Fund-Direct Plan-Growth

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