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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
34.530 -0.08 ( -0.23 %)
NAV as on 14 Nov, 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 Sep 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 Nov 14, 2018)
Period Returns(%) Rank#
1 Month 1.2 37
3 Months -9.3 24
6 Months -4.4 11
1 Year 2.3 2
2 Years 16.7 1
3 Years 14.2 7
5 Years 18.9 11

# 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 0.4 - -
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 1.2 -9.3 -4.4 2.3 16.7 14.2 18.9
Category average 2.5 -7.7 -7.5 -5.4 10 10.7 16.4
Difference of Fund returns and Category returns -1.3 -1.6 3.1 7.7 6.7 3.5 2.5
Best of Category 5.4 -2.8 -2.5 4.1 16.7 17.9 32.8
Worst of Category 1.1 -15.9 -15.4 -21.6 6.2 6.4 9.8
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

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:

    Aug 09, 2007

  • Benchmark:

    N.A.

  • 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 of 1% if redeemed/switched out within 1 year from the date of allotment.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Equity Advantage Fund (G) 4,761.90 380.3 -12.7 -9.7 -11.6 10.5 18.8
DSP Equity Opportunities Fund - Regular Plan (G) 4,212.33 204.3 -8.1 -7.5 -6.5 12.1 17.2
Mirae Asset Emerging Bluechip Fund (G) 4,371.48 48.7 -5.5 -2.8 -2.0 17.1 28.4
Canara Robeco Emerging Equities - Direct Plan (G) 354.03 91.8 -10.7 -7.9 -4.1 14.3 29.0
Canara Robeco Emerging Equities (G) 2,849.72 86.4 -10.9 -8.4 -5.3 12.9 27.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 12.16 7.77
Reliance Oil & Gas 11.50 7.35
ICICI Bank Banking/Finance 6.40 4.09
IndusInd Bank Banking/Finance 4.87 3.76
Maruti Suzuki Automotive 5.12 3.27
United Brewerie Food & Beverage 4.66 3.16
Kotak Mahindra Banking/Finance 4.16 3.11
Bajaj Finance Banking/Finance 4.94 2.98
TCS Technology 5.88 2.66
Exide Ind Automotive 3.96 2.53
Asset Allocation (%) As on Sep 29, 2018
Equity 94.96
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 5.05
Sector Allocation (%) As on Sep 29, 2018
Sector %
Banking/Finance 28.38
Oil & Gas 13.17
Automotive 12.40
Technology 9.13
Pharmaceuticals 6.11
Food & Beverage 5.03
Concentration As on Sep 29, 2018
Holdings %
Top 5 26.24
Top 10 94.96
Sectors %
Top 3
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