Invesco India ESG Integration Stategy Fund Direct Growth

Invesco India ESG Integration Stategy Fund Direct Growth is an equity fund. This fund was started on 22 March, 2021. The fund is managed by Taher Badshah, Amit Nigam. The fund could potentially beat inflation in the long-run.

1. Invesco India ESG Integration Stategy Fund Direct Growth has ₹466 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 1.
   

Invesco India ESG Integration Stategy Fund Direct Growth has given a CAGR return of 15.78% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 11.50% and 17.26% respectively.

Invesco India ESG Integration Stategy Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Health, Consumer Cyclical, Industrial, Consumer Defensive, Communication, Utilities, Basic Materials. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Infosys Ltd, Tata Consultancy Services Ltd, Axis Bank Ltd

As it is a equity - esg mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

To generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) criteria as defined by our proprietary investment framework. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Invesco India ESG Integration Stategy Fund Direct Growth has no lock in period.