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

Invesco India Growth Opportunities Fund (G)

Previous Name: Invesco India Growth Fund - (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 106144
Fact Sheet Buy
31.720 0.19 ( 0.60 %)
NAV as on 13 Nov, 2018
Crisil MF Rank
Riskometer
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

Chart

  • Benchmark Index

  • View Historic Graph

Returns (NAV as on Nov 13, 2018)
Period Returns(%) Rank#
1 Month 1.4 41
3 Months -8.2 28
6 Months -5.3 15
1 Year 0.7 4
2 Years 15.0 5
3 Years 12.4 16
5 Years 17.2 20

# 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 -2.7 1.1 0.1 - -
2017 12.6 5.4 6.2 9.2 39.5
2016 -4.2 8.3 5.6 -7.4 3.2
2015 8.5 -2.1 -3.1 -0.6 3.9
2014 6.3 16.1 8.8 6.6 43.9
2013 -3.2 2.2 -2.5 12.5 11.0

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 1.4 -8.2 -5.3 0.7 15 12.4 17.2
Category average 1.9 -8.8 -8 -6.5 9.7 10.5 16.1
Difference of Fund returns and Category returns -0.5 0.6 2.7 7.2 5.3 1.9 1.1
Best of Category 5.2 -2.1 -3.3 3.6 16.8 17.9 33.8
Worst of Category 1.2 -15.1 -15.6 -22.4 5.9 6.2 10
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):

    279.44 ( 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) 4,761.90 379.9 -11.8 -10.2 -11.9 10.5 19.1
DSP Equity Opportunities Fund - Regular Plan (G) 4,212.33 203.9 -7.6 -8.1 -7.1 12.0 17.4
Mirae Asset Emerging Bluechip Fund (G) 4,371.48 48.7 -4.6 -3.6 -2.2 17.0 28.7
Canara Robeco Emerging Equities - Direct Plan (G) 354.03 91.9 -9.4 -8.2 -3.9 14.4 29.3
Canara Robeco Emerging Equities (G) 2,849.72 86.6 -9.7 -8.7 -5.1 13.0 27.9
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 50.77 7.77
Reliance Oil & Gas 48.02 7.35
ICICI Bank Banking/Finance 26.72 4.09
IndusInd Bank Banking/Finance 20.32 3.76
Maruti Suzuki Automotive 21.37 3.27
United Brewerie Food & Beverage 19.47 3.16
Kotak Mahindra Banking/Finance 17.38 3.11
Bajaj Finance Banking/Finance 20.65 2.98
TCS Technology 24.57 2.66
Exide Ind Automotive 16.53 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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