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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
35.450 0.26 ( 0.74 %)
NAV as on 20 Aug, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
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Info

Good performance in the category

The scheme is ranked 2 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

Chart

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Returns (NAV as on Aug 20, 2018)
Period Returns(%) Rank#
1 Month 6.4 18
3 Months 7.9 3
6 Months 11.8 3
1 Year 19.8 4
2 Years 19.0 10
3 Years 14.0 13
5 Years 22.8 17

# 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 - - -
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 6.4 7.9 11.8 19.8 19 14 22.8
Category average 6.3 4.3 4.6 10.7 14.8 11.8 21.4
Difference of Fund returns and Category returns 0.1 3.6 7.2 9.1 4.2 2.2 1.4
Best of Category 9.1 8.3 12.6 22.5 22.3 18.7 50.5
Worst of Category 3.2 1.3 -5.7 -10.1 8.7 6.2 14
Benchmark returns # 5.6 9.5 10.2 17 15.6 11.5 17.1
Difference of Fund returns and Benchmark returns 0.8 -1.6 1.6 2.8 3.4 2.5 5.7
# 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:

    Sep 07, 0007

  • Benchmark:

    S&P BSE 100

  • 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 - 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 Equity Advantage Fund (G) 4,761.90 440.9 6.0 7.7 5.7 12.5 26.0
Aditya Birla Sun Life Equity Advantage Fund - Direct Plan (G) 1,074.63 462.1 6.3 8.4 7.0 13.8 27.1
DSP BlackRock Equity Opportunities Fund - Direct Plan (G) 686.39 235.3 4.9 4.7 10.4 14.6 23.6
DSP BlackRock Equity Opportunities Fund - Regular Plan (G) 4,212.33 225.2 4.6 4.2 9.2 13.4 22.6
Mirae Asset Emerging Bluechip Fund - Direct Plan (G) 821.17 54.8 6.8 6.3 12.6 18.5 35.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 41.74 9.53
Reliance Oil & Gas 29.91 6.83
IndusInd Bank Banking/Finance 18.13 4.36
ICICI Bank Banking/Finance 18.13 4.14
Larsen Engineering 19.09 4.14
TCS Technology 13.53 3.23
Kotak Mahindra Banking/Finance 14.15 3.09
Maruti Suzuki Automotive 13.45 3.07
IGL Oil & Gas 11.96 2.73
United Brewerie Food & Beverage 11.65 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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