Invesco India PSU Equity Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl

Invesco India PSU Equity Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Dhimant Kothari. The fund could potentially beat inflation in the long-run.

1. Invesco India PSU Equity Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl has ₹1394 Cr worth of assets under management (AUM) as on May 2025 and is less than category average.
2. The fund has an expense ratio 0.9.
   

Invesco India PSU Equity Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl has given a CAGR return of 17.02% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -2.96%, 38.36% and 31.32% respectively.

Invesco India PSU Equity Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl has allocated its funds majorly in Cash Equivalent, Industrial, Utilities, Financial Services, Energy, Basic Materials. Its top holdings are Bharat Electronics Ltd, State Bank of India, Bharat Petroleum Corp Ltd, Hindustan Aeronautics Ltd Ordinary Shares, Power Grid Corp Of India Ltd

As it is a equity - other 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 by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Invesco India PSU Equity Fund Direct Plan Reinvestment of Income Dist cum Capital Wtdrl has no lock in period.