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Invesco India ESG Integration Strategy Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 30.4 | 12.13 | N/A | N/A |
Average Rolling Returns(%) | 14.76 | 15.00 | N/A | N/A |
The Current NAV of Invesco India ESG Integration Strategy Fund - Growth - Direct Plan is ₹19.07.
It is better to invest in a fund with a longer track record as Invesco India ESG Integration Strategy Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Invesco India ESG Integration Strategy Fund - Growth - Direct Plan fund’s expense ratio is 0.97%
The process for redemption is
The AUM of Invesco India ESG Integration Strategy Fund - Growth - Direct Plan is currently ₹520 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Infosys and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 30% and 45% of fund’s portfolio respectively.
Top three sectors of Invesco India ESG Integration Strategy Fund - Growth - Direct Plan fund are BFSI, IT and Healthcare accounting for 61% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Invesco India ESG Integration Strategy Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Taher Badshah and Amit Nigam manage the Invesco India ESG Integration Strategy Fund - Growth - Direct Plan Fund.
Invesco India ESG Integration Strategy Fund - Growth - Direct Plan current PE ratio is 47.38 and PB ratio is 8.93
The asset allocation of Invesco India ESG Integration Strategy Fund - Growth - Direct Plan is Stocks : 98.91%, Debt : 1.09% and Gold : 0%
The minimum SIP amount for Invesco India ESG Integration Strategy Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Invesco India ESG Integration Strategy Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 1 year, Nil after 1 year