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you are here: Moneycontrol Mutual Funds Large Cap 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
Buy
35.990 0.07 ( 0.19 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Very Good performance in the category

The scheme is ranked 1 in Large Cap category by Crisil (for quarter ended Mar 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

Chart

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month 2.0 38
3 Months 5.9 25
6 Months 2.1 22
1 Year 18.2 4
2 Years 21.4 6
3 Years 14.0 5
5 Years 22.0 8

# Moneycontrol Rank within 117 Large Cap 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 - - - -
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 Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 2 5.9 2.1 18.2 18.2 21.4 14
Category average 1.5 3.6 -1.2 8.7 14.6 10 16.1
Difference of Fund returns and Category returns 0.5 2.3 3.3 9.5 3.6 11.4 -2.1
Best of Category 5 9.7 4.6 20.9 25.7 15.7 35.2
Worst of Category -0.1 -1.1 -22.9 -9.5 9.5 6.1 9.1
Benchmark returns # 2.4 6 1.2 11.6 15.5 9.5 14.8
Difference of Fund returns and Benchmark returns -0.4 -0.1 0.9 6.6 2.7 11.9 -0.8
# 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(%)
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan (G) 4,905.24 228.2 4.3 -1.8 8.3 11.1 19.0
SBI Blue Chip Fund - Direct Plan (G) 4,528.36 40.3 4.2 -0.9 9.6 11.8 20.3
Kotak Standard Multicap Fund - Direct Plan (G) 4,429.48 35 5.1 -1.0 9.6 14.6 23.0
ICICI Prudential Bluechip Fund (G) 12,639.52 40.2 4.3 -1.7 11.4 11.3 17.7
SBI Blue Chip Fund (G) 13,264.78 38.3 3.9 -1.5 8.4 10.6 19.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance - 9.65
Reliance Oil & Gas - 6.22
Larsen Engineering - 4.99
ICICI Bank Banking/Finance - 4.56
IndusInd Bank Banking/Finance - 4.40
Kotak Mahindra Banking/Finance - 3.44
TCS Technology - 3.42
Maruti Suzuki Automotive - 3.33
Exide Ind Automotive - 2.66
Balkrishna Ind Automotive - 2.48
Asset Allocation (%) As on May 31, 2018
Equity 96.75
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.25
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 32.48
Automotive 15.42
Oil & Gas 10.84
Technology 7.20
Engineering 5.99
Food & Beverage 5.34
Concentration As on May 31, 2018
Holdings %
Top 5 29.82
Top 10 96.75
Sectors %
Top 3 58.74
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