Invesco India Equity & Bond Fund – Direct Growth
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.76 %
Expense Ratio
Rating
411
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 10.9% | 16% | 10.1% | 11% | ||||
| Category Average | 9.1% | 20.5% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.4
Alpha
2.78
SD
0.57
Beta
0.48
Sharpe
Exit Load
| 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 / 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. |
|---|
Fund Objective
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Managers
Dhimant Kothari - Fund Manager
Dhimant has 17 years of financial and stock research expertise. He is presently at Invesco as a ‘Fund Manager.’ Dhimant is a Chartered Accountant with a Commerce degree from Jawaharlal Nehru University in Mumbai.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 24,990
-
16.5%Fund Size - 24,990
-
27.8%Fund Size - 24,990
-
16.6%Fund Size - 24,990
-
- Hybrid .
- Aggressive Hybrid .
-
- 4,798
-
14.4%Fund Size - 4,798
-
22.1%Fund Size - 4,798
-
12%Fund Size - 4,798
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,044
-
14.4%Fund Size - 3,044
-
21.8%Fund Size - 3,044
-
7.6%Fund Size - 3,044
-
- Hybrid .
- Aggressive Hybrid .
-
- 1,476
-
12.8%Fund Size - 1,476
-
20%Fund Size - 1,476
-
12.1%Fund Size - 1,476
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,452
-
9.9%Fund Size - 3,452
-
19.5%Fund Size - 3,452
-
11.5%Fund Size - 3,452
AMC Contact Details
Invesco Mutual Fund
AUM:
50,118 Cr
Address:
2101-A, A Wing, 21st Floor, Marathon
Futurex, N.M.Joshi Marg,
Lower Parel, Mumbai 400 013.
Contact:
022 - 67310000
Email ID:
mfservices@invesco.com
More Funds from Invesco Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 508
-
30.9%Fund Size - 508
-
27.3%Fund Size - 508
-
17.4%Fund Size - 508
-
- Equity .
- Multi Cap .
-
- 2,695
-
16.8%Fund Size - 2,695
-
26.2%Fund Size - 2,695
-
13.2%Fund Size - 2,695
-
- Equity .
- Mid Cap .
-
- 3,292
-
19.9%Fund Size - 3,292
-
27.8%Fund Size - 3,292
-
16.8%Fund Size - 3,292
-
- Equity .
- Sectoral / Thematic .
-
- 585
-
21.5%Fund Size - 585
-
31.6%Fund Size - 585
-
19.6%Fund Size - 585
-
- Equity .
- Small Cap .
-
- 2,436
-
24.1%Fund Size - 2,436
-
35.9%Fund Size - 2,436
-
-Fund Size - 2,436
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Invesco India Equity & Bond Fund – Direct Growth ?
You can invest in Invesco India Equity & Bond Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Invesco India Equity & Bond Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Invesco India Equity & Bond Fund – Direct Growth ?
The NAV of Invesco India Equity & Bond Fund – Direct Growth is ₹17.1 as of 18 August 2023.
How to redeem Invesco India Equity & Bond Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Invesco India Equity & Bond Fund – Direct Growth?
The minimum SIP amount of Invesco India Equity & Bond Fund – Direct Growth is ₹500
What are the top sectors Invesco India Equity & Bond Fund – Direct Growth has invested in?
The top sectors Invesco India Equity & Bond Fund – Direct Growth has invested in are
- Debt - 27.01%
- Banks - 19.39%
- IT-Software - 6.61%
- Finance - 4.1%
- Consumer Durables - 3.6%
Can I make investments in both the SIP and Lump Sum schemes of Invesco India Equity & Bond Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Invesco India Equity & Bond Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Invesco India Equity & Bond Fund – Direct Growth generated ?
The Invesco India Equity & Bond Fund – Direct Growth has delivered 11% since inception
What is the expense ratio of Invesco India Equity & Bond Fund – Direct Growth ?
The expense ratio of Invesco India Equity & Bond Fund – Direct Growth is 0.76 % as of 18 August 2023.
What is the AUM of Invesco India Equity & Bond Fund – Direct Growth?
The AUM of Invesco India Equity & Bond Fund – Direct Growth is ₹50,118 Cr as of 18 August 2023
What are the top stock holdings of Invesco India Equity & Bond Fund – Direct Growth?
The top stock holdings of Invesco India Equity & Bond Fund – Direct Growth are
- HDFC Bank - 6.89%
- ICICI Bank - 6.12%
- Infosys - 3.66%
- St Bk of India - 3.02%
- NTPC - 2.98%
How can I redeem my investments in Invesco India Equity & Bond Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Invesco India Equity & Bond Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Invesco India Equity & Bond Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.