July 27, 2022
mayank
Invesco India Largecap Fund Guidance
NAV Growth : Rs 47.3800
NAV IDCW : Rs 25.0000
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 of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
The scheme seeks to generate capital appreciation by investing predominantly in Largecap companies.
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.
— Nitin Gosar
Education : Mr. Gosar holds a Master’s degree in Finance from ICFAI.
Experience : Prior to joining Invesco Mutual Fund, he was working with IFCI Financial Services Ltd. (I-Fin) as Research Analyst. He has also worked Batlivala & Karani Securities, SKP Securities and NDA Securities.
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 | 0 |
Basic Details
| Fund House: | Invesco Mutual Fund |
| Launch Date: | 01-Jan-13 |
| Return Since Launch: | 14.36% |
| Benchmark: | NIFTY 100 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| % Assets: | Rs 616 Cr |
| (As on 30-Jun-2022) | |
| Expense: | 0.90% |
| (As on 30-Jun-2022) | |
| Risk Grade: | Below Average |
| Return Grade: | Above Average |
| Turnover: | 31.00% |
Invesco India Largecap 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 Largecap Direct-G | -8.09 | -0.96 | 0.51 | 6.3 | -3.56 | -7.17 | 2.64 | 15.4 | 11.54 | 11.31 | — |
| S&P BSE 100 TRI | -3.49 | -0.94 | 0.85 | 5.76 | -4.14 | -3.05 | 5.77 | 15.44 | 11.6 | 11.45 | — |
| Equity: Large Cap | -4.95 | -1.01 | 0.62 | 6.1 | -4.1 | -3.86 | 3.89 | 14.55 | 10.65 | 10.63 | — |
| Rank within category | 76 | 50 | 62 | 29 | 56 | 79 | 53 | 13 | 17 | 8 | — |
| Number of funds in category | 81 | 90 | 90 | 90 | 90 | 82 | 75 | 59 | 49 | 48 | 0 |
Invesco India Largecap Fund Guidance Peer Comparison
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
| Invesco India Largecap Fund | 5 star | Jan-13 | 2.64 | 15.4 | 11.54 | 0.9 | 616 |
| Axis Bluechip Fund | 5 star | Jan-13 | -2.04 | 13.84 | 13.59 | 0.52 | 32,322 |
| Mirae Asset Large Cap Fund | 4 star | Jan-13 | 3.21 | 15.04 | 11.9 | 0.58 | 30,299 |
| ICICI Prudential Bluechip Fund | 4 star | Jan-13 | 7.82 | 15.7 | 11.62 | 1.07 | 29,981 |
| UTI Mastershare Fund | 4 star | Jan-13 | 3.41 | 16.32 | 11.74 | 1.03 | 9,238 |
Portfolio Analysis
| Number of Stocks | 40 |
| Top 10 Stocks (%) | 55.91 |
| Top 5 Stocks (%) | 38 |
| Top 3 Sectors (%) | 58.56 |
| Portfolio P/B Ratio | 3.31 |
| Portfolio P/E Ratio | 24.19 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,53,358 | 2,63,295 |
| Giant (%) | 73.7 | 62.88 |
| Large (%) | 16.44 | 28.5 |
| Mid (%) | 7.2 | 11.22 |
| Small (%) | 2.67 | 2.25 |
| Tiny (%) | — | — |
Invesco India Largecap Fund Guidance by Chanakya :
Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
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