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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
33.510 -0.44 ( -1.30 %)
NAV as on 19 Oct, 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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  • View Historic Graph

Returns (NAV as on Oct 19, 2018)
Period Returns(%) Rank#
1 Month -8.6 17
3 Months -6.5 20
6 Months -7.9 9
1 Year 0.3 1
2 Years 12.1 1
3 Years 11.6 6
5 Years 18.1 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 -8.6 -6.5 -7.9 0.3 12.1 11.6 18.1
Category average -9.8 -6.3 -9.7 -6.6 6.7 8.4 16.1
Difference of Fund returns and Category returns 1.2 -0.2 1.8 6.9 5.4 3.2 2
Best of Category -6.4 -0.3 -4.6 0.3 12.3 15.4 32.6
Worst of Category -12.4 -13.8 -18.7 -22.7 1 3.2 9
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):

    156.45 ( Sep 30, 2018 )

  • Asset Date:

    Sep 30, 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(%)
Mirae Asset Emerging Bluechip Fund (G) 4,749.55 46.8 -1.5 -6.6 -5.5 13.8 28.7
Mirae Asset Emerging Bluechip Fund - Direct Plan (G) 1,048.43 49.3 -1.4 -6.3 -4.9 14.6 29.8
Aditya Birla Sun Life Equity Advantage Fund (G) 4,961.11 365.8 -11.7 -13.6 -16.5 7.2 18.0
DSP Equity Opportunities Fund - Regular Plan (G) 4,917.53 196.3 -6.0 -10.8 -8.3 9.5 16.3
Canara Robeco Emerging Equities (G) 3,368.00 83.7 -8.1 -12.0 -7.4 10.2 28.1
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Aug 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance - 7.09
Reliance Oil & Gas - 7.08
ICICI Bank Banking/Finance - 4.48
TCS Technology - 3.84
Maruti Suzuki Automotive - 3.58
Bajaj Finance Banking/Finance - 3.57
IndusInd Bank Banking/Finance - 3.27
United Brewerie Food & Beverage - 2.98
Kotak Mahindra Banking/Finance - 2.91
RBL Bank Banking/Finance - 2.76
Asset Allocation (%) As on Aug 31, 2018
Equity 96.28
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.73
Sector Allocation (%) As on Aug 31, 2018
Sector %
Banking/Finance 29.70
Automotive 14.47
Oil & Gas 11.10
Technology 9.15
Pharmaceuticals 6.57
Food & Beverage 3.58
Concentration As on Aug 31, 2018
Holdings %
Top 5 26.07
Top 10 96.28
Sectors %
Top 3
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