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Invesco India Financial Services Fund - Retail - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : Invesco Mutual Fund

Scheme Objective

To generate capital appreciation from a portfolio of Equity and Equity Related Instruments of companies engaged in the business of banking and financial services.

Scheme Details

  • Fund manager(s)Dhimant Kothari , Hiten Jain
  • Launch date – 14-Jul-2008
  • Expense ratio – 2.62% as declared on 31-Oct-2021 (category average is 2.28%)
  • Benchmark - Nifty Financial Services TRI
  • Min SIP amount - ₹100
  • Min investment amount (one time- first time) - ₹1000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Contact Details

Invesco Asset Management Co. Pvt. Ltd.
2101-A, A Wing, 21st Floor, Marathon Futurex, N .M. Joshi Marg, Lower Parel Mumbai 400 013
Tel no.: 022-67310000
Fax no.: 022-23019422
Website.: www.invescomutualfund.com

Forum

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