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Invesco India Esg Equity Fund - Direct Plan - Growth Option

Equity | Thematic - ESG

(NAV as of 17/05/2024)
16.84 (0.24)

3Y Returns

17.28%

Min SIP

500

Min Lumpsum

1000

Expense Ratio

0.93%

Fund Size

563 Cr

Inception Date

20-Mar-21

Fund Manager

Taher Badshah

Exit Load

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

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

98.70%

Debt & Others

1.30%

Market Cap Allocation

Large Cap

66.89%

Mid Cap

18.99%

Small Cap

12.82%

Other Cap

1.30%

Sector Allocation

Internet and Technology

19.91%

Banks

18.21%

Automobiles

10.72%

Finance

7.42%

Industrial Products

5.23%

Top Ten Holdings

Infosys Ltd

7.01%

Tata Consultancy Services Ltd

6.67%

ICICI Bank Ltd

5.37%

Titan Company Ltd

5.20%

HDFC Bank Ltd

4.50%

Investment Objective

To generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) criteria as defined by our proprietary investment framework

Fund House Detail

AMC Name

Invesco Asset Management Company Pvt Ltd.

Address

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

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.