July 27, 2022
mayank
Invesco India – Invesco EQQQ NASDAQ-100 ETF FoF Guidance
NAV Growth : Rs 9.1353
Suitable For Which Investors ?
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
The schemes seeks to generate returns by investing predominantly in units of Invesco EQQQ NASDAQ-100 UCITS ETF, an overseas exchange traded fund, which seeks to provide investment results which, before expenses, generally correspond to the price and yield performance of the NASDAQ-100 Notional Index (Net Total Return) in USD.
Fund Manager :
— Amit Nigam
Education : Mr. Nigam is BE from IIT, Roorkee and PGDBM from IIM, Indore.
Experience : Prior to joining Invesco Mutual Fund, he has worked with Essel Finance AMC Ltd., BNP Paribas Asset Management India Pvt. Ltd.
— Krishna Venkat Cheemalapati
Education : Mr. Cheemalapati is a B.E., PGDBA and CFA from ICFAI Hyderabad.
Experience : Prior to joining Invesco Mutual Fund, he has worked with Reliance General Insurance Company Ltd. as CIO and with ICAP India Pvt. Ltd as fixed income dealer.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. Balance (Rs) | — |
| Lock-in Period | Not Applicable |
| Exit Load | 0 |
Basic Details
| Fund House: | Invesco Mutual Fund |
| Launch Date: | 21-Apr-22 |
| Return Since Launch: | -8.65% |
| Benchmark: | NASDAQ-100 Notional Index Net TR |
| Riskometer: | Very High |
| Type: | Open-ended |
| % Assets: | Rs 60 Cr |
| (As on 30-Jun-2022) | |
| Expense: | 0.15% |
| (As on 30-Jun-2022) | |
| Risk Grade: | — |
| Return Grade: | — |
| Turnover: | — |
Invesco India – Invesco EQQQ NASDAQ-100 ETF FoF Guidance Trailing Returns (%)
| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
| Invesco India – Invesco EQQQ NASDAQ-100 ETF FoF Direct-G | — | -1.26 | 0.12 | 3.03 | -2.81 | — | — | — | — | — | — |
| S&P BSE 500 TRI | — | -0.96 | 0.66 | 6.3 | -4.48 | — | — | — | — | — | — |
Invesco India – Invesco EQQQ NASDAQ-100 ETF FoF Guidance Peer Comparison
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
| Invesco India – Invesco EQQQ NASDAQ-100 ETF FoF | Unrated | Apr-22 | — | — | — | 0.15 | 60 |
| Motilal Oswal Nasdaq 100 FOF | Unrated | Nov-18 | -14.92 | 20.25 | — | 0.1 | 3,286 |
| Franklin India Feeder Franklin US Opportunities Fund | Unrated | Jan-13 | -25.84 | 10.64 | 14.27 | 0.51 | 2,888 |
| Motilal Oswal S&P 500 Index Fund | Unrated | Apr-20 | -3.25 | — | — | 0.51 | 2,384 |
| ICICI Prudential US Bluechip Equity Fund | Unrated | Jan-13 | -6.38 | 15.46 | 15.8 | 1.19 | 1,866 |
Invesco India – Invesco EQQQ NASDAQ-100 ETF FoF Guidance by Chanakya :
Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
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