To generate capital appreciation and income by investing in equity and equity related instruments, arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments).
The Invesco India Equity Savings Fund Regular Growth has an AUM of 353.51 crores & has delivered CAGR of 6.66% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 2.31%. The minimum investment in Invesco India Equity Savings Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Low & Moderate respectively.
The top holdings of the fund include AXIS Bank Ltd, HDFC Bank, Kotak Mahindra Bank & United Spirits.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers & Beverages (Alcoholic).
Some of the similar funds are Mahindra Manulife Equity Savings Fund Regular Growth, Baroda BNP Paribas Equity Savings Fund Regular Growth, Invesco India Equity Savings Fund Regular Growth, Bandhan Equity Savings Fund Regular Plan Growth, WhiteOak Capital Equity Savings Fund Regular Growth. Invesco India Equity Savings Fund Regular Growth has a sharpe ratio of 0.59 & a standard deviation of 5.74%.
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