Invesco India ESG Equity Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
17.24%
3Y annualised
-0.53% 1D
1M
6M
1Y
3Y
All
NAV: 24 May 2024₹16.91
Min. SIP amount₹500
RatingNA
Fund size₹549.85Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA35.2%17.2%17.9%
Category averageNA33.9%15.9%NA
Rank with in categoryNA44NA
Understand terms

Holdings (38)

NameSectorInstrumentAssets
TechnologyEquity7.00%
TechnologyEquity6.53%
FinancialEquity5.90%
FinancialEquity5.51%
FinancialEquity3.89%
FinancialEquity3.65%
Consumer DiscretionaryEquity3.57%
CommunicationEquity3.29%
HealthcareEquity3.23%
AutomobileEquity2.80%
See All

Expense ratio, exit load and tax

Expense ratio: 1.01%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Taher Badshah
Feb 2021 - Present
View details

Education
Mr. Taher Badshah is a B.E (Electronics) and MMS (Finance) from University of Mumbai.
Experience
Prior to joining Invesco Asset Management Pvt. Ltd. he has worked with Motilal Oswal Asset Management Company Ltd., Aditya Birla Sun Life Mutual Fund, Kotak Mahindra and ICICI Prudential AMC.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
2101 - A-A Wing - 21st Floor,Marathon Futurex,N.M. Joshi Marg, Lower Parel, Mumbai 400013
Phone
022-67310000 / 1800-209-0007
Launch Date
24 Jul 2006
Invesco Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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