July 26, 2022
mayank
Invesco India Growth Opportunities Fund Guidance
NAV Growth : Rs 56.2800
NAV IDCW : Rs 28.2900
Suitable For Which Investors ?
When you invest for five years or more, you can expect gains that comfortably 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.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
Fund Manager :
— Amit Ganatra
Education : Mr. Ganatra holds a Commerce degree and is a Charted Accountant. He is also a Chartered Financial Analyst from AIMR.
Experience : Prior to joining Invesco Asset Management (India) Pvt. Ltd., he has worked with HDFC Mutual Fund, DBS Cholamandalam AMC Pvt. Ltd. and Fidelity.
— Pranav Gokhale
Education : Mr. Gokhale is a Chartered Accountant & holds M.Com degree.
Experience : Prior to joining Invesco Mutual Fund, he has worked with IL&FS, ICICI Direct, Rosy Blue Securities Pvt. Ltd., and International Ship Repair LLC Fujairiah.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. No of Cheques | 12 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. Balance (Rs) | — |
| Lock-in Period | Not Applicable |
| Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Basic Details
| Fund House: | Invesco Mutual Fund |
| Launch Date: | 01-Jan-13 |
| Return Since Launch: | 15.81% |
| Benchmark: | NIFTY Large Midcap 250 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| % Assets: | Rs 3,503 Cr |
| (As on 30-Jun-2022) | |
| Expense: | 0.62% |
| (As on 30-Jun-2022) | |
| Risk Grade: | Below Average |
| Return Grade: | Average |
| Turnover: | 66.00% |
Invesco India Growth Opportunities Fund 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 Growth Opportunities Direct-G | -6.96 | -0.2 | 2.25 | 8.69 | -1.33 | -4.48 | 0.91 | 16.3 | 12.05 | 12.2 | — |
| S&P BSE Large Mid Cap TRI | -2.77 | -0.44 | 2.1 | 7.13 | -1.55 | -2.05 | 6.53 | 16.54 | 11.87 | 11.78 | — |
| Equity: Large & MidCap | -4.68 | -0.21 | 2.14 | 8.19 | -0.99 | -3.11 | 5.29 | 19.22 | 11.63 | 12.34 | — |
| Rank within category | 20 | 15 | 9 | 8 | 17 | 22 | 24 | 21 | 10 | 12 | — |
| Number of funds in category | 28 | 29 | 29 | 29 | 29 | 28 | 27 | 23 | 19 | 19 | 0 |
Invesco India Growth Opportunities Fund Guidance Peer Comparison
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
| Invesco India Growth Opportunities Fund | 3 star | Jan-13 | 0.91 | 16.3 | 12.05 | 0.62 | 3,503 |
| Mirae Asset Emerging Bluechip Fund | 5 star | Jan-13 | 3.38 | 22.56 | 15.38 | 0.71 | 20,664 |
| Canara Robeco Emerging Equities Fund | 4 star | Jan-13 | 4.56 | 21.96 | 13.47 | 0.6 | 12,769 |
| Kotak Equity Opportunities Fund | 4 star | Jan-13 | 6.6 | 19.94 | 12.92 | 0.6 | 9,223 |
| Axis Growth Opportunities Fund | 5 star | Oct-18 | 2.04 | 22.64 | — | 0.54 | 7,071 |
Portfolio Analysis
| Number of Stocks | 57 |
| Top 10 Stocks (%) | 40.52 |
| Top 5 Stocks (%) | 27.82 |
| Top 3 Sectors (%) | 46.61 |
| Portfolio P/B Ratio | 3.1 |
| Portfolio P/E Ratio | 21.92 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,13,925 | 89,555 |
| Giant (%) | 43.68 | 38.85 |
| Large (%) | 17.12 | 18.14 |
| Mid (%) | 38.53 | 41.43 |
| Small (%) | 0.68 | 3.44 |
| Tiny (%) | — | 0 |
Invesco India Growth Opportunities Fund Guidance by Chanakya :
Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
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