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you are here: Moneycontrol Mutual Funds Large & Mid Cap Fund Invesco Mutual Fund Invesco India Growth Opportunities Fund - Direct Plan (G)

Invesco India Growth Opportunities Fund - Direct Plan (G)

Previous Name: Invesco India Growth Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 120357
38.070 0.50 ( 1.33 %)
NAV as on 14 Aug, 2018
Crisil MF Rank
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MODERATELY HIGH
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Info

Very Good performance in the category

The scheme is ranked 1 in Large & Mid Cap Fund category by Crisil (for quarter ended Jun 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Invesco India Growth Fund has been renamed as Invesco India Growth Opportunities Fund w.e.f. April 27, 2018

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Returns (NAV as on Aug 14, 2018)
Period Returns(%) Rank#
1 Month 5.3 23
3 Months 5.4 2
6 Months 8.5 2
1 Year 20.9 2
2 Years 20.5 9
3 Years 14.7 10
5 Years 23.1 12

# Moneycontrol Rank within 41 Large & Mid Cap Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.3 1.5 - - -
2017 13.0 5.8 6.6 9.7 41.9
2016 -3.8 8.7 6.0 -7.0 5.0
2015 9.0 -1.6 -2.6 -0.1 5.8
2014 6.6 16.4 9.2 7.1 45.8
2013 -4.2 2.4 -2.2 12.8 10.6

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large & Mid Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 5.3 5.4 8.5 20.9 20.5 14.7 23.1
Category average 3.7 0.1 0 11.3 14.5 11.6 19.9
Difference of Fund returns and Category returns 1.6 5.3 8.5 9.6 6 3.1 3.2
Best of Category 6.9 5.4 8.5 21.5 22.2 18.1 42.6
Worst of Category 2.1 -2.9 -10.9 -11.8 7.8 5.1 12.3
Benchmark returns # 5 5.3 7.2 15.1 14.9 10.6 15.4
Difference of Fund returns and Benchmark returns 0.3 0.1 1.3 5.8 5.6 4.1 7.7
# Benchmark Index: S&P BSE 100

Investment Information

Investment Objective

To generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Feb 01, 2013

  • Benchmark:

    S&P BSE 100

  • Asset size (Rs Cr):

    40.3 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Taher Badshah / Amit Ganatra
    View performance of schemes managed by the Fund Manager

  • Notes:

    Invesco India Growth Fund has been renamed as Invesco India Growth Opportunities Fund w.e.f. April 27, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    Exit load - 1% if redeemed/switched out on or before expiry of 1year from the date of allotment.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
DSP BlackRock Equity Opportunities Fund - Regular Plan (G) 4,212.33 222.4 0.7 0.1 8.5 12.8 21.1
DSP BlackRock Equity Opportunities Fund - Direct Plan (G) 686.39 232.3 1.0 0.6 9.7 13.9 22.1
Aditya Birla Sun Life Equity Advantage Fund (G) 4,761.90 435.5 3.4 4.2 5.1 11.9 24.4
Mirae Asset Emerging Bluechip Fund (G) 4,371.48 51.5 2.9 2.4 11.5 17.2 32.8
Canara Robeco Emerging Equities - Direct Plan (G) 354.03 102.7 3.1 2.4 15.0 16.8 34.9
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 9.45 9.53
Reliance Oil & Gas 6.77 6.83
IndusInd Bank Banking/Finance 4.10 4.36
ICICI Bank Banking/Finance 4.10 4.14
Larsen Engineering 4.32 4.14
TCS Technology 3.06 3.23
Kotak Mahindra Banking/Finance 3.20 3.09
Maruti Suzuki Automotive 3.04 3.07
IGL Oil & Gas 2.71 2.73
United Brewerie Food & Beverage 2.64 2.66
Asset Allocation (%) As on Jun 30, 2018
Equity 97.48
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 2.56
Sector Allocation (%) As on Jun 30, 2018
Sector %
Banking/Finance 33.96
Automotive 14.27
Oil & Gas 11.54
Technology 7.38
Food & Beverage 5.38
Engineering 5.07
Concentration As on Jun 30, 2018
Holdings %
Top 5 29
Top 10 97.48
Sectors %
Top 3 59.77
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