Overview (as on 30 Jul 2021)

NAV

₹46.38

1y returns

44.983%

Fund AUM

₹343 Cr

Expense Ratio

1.09%

Min SIP

₹100

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
37.71%
Tech
18.94%
Energy
8.77%
Consumer
8.01%
Basic Materials
7.85%
Industrials
7.70%
Health
6.23%
Communication
2.69%
Defensive
2.11%
Size Breakup
Large Cap
85.36%
Mid Cap
10.56%
Small Cap
4.08%

Key Metrics

Beta 

0.94

Std deviation 

17.86%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
To generate capital appreciation by investing predominantly in Largecap companies.
Scheme Name
Invesco India largecap Fund Direct Plan Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Amit Ganatra
Fund House Details
Fund House
Invesco Asset Management (India) Private Ltd
Email
services@religaremf.com
Phone
+912228371565
Address
Religare Invesco Asset Management Company Private Limited,3rd Floor, GYS Infinity,,Paranjpe 'B' Scheme, Subhash Road,,Vile Parle (East),

Other Related Plans

Peer Funds

Invesco India largecap Fund Direct Plan Growth

NAV

₹46.38

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Amit Ganatra
Amit Ganatra

leader

Qualifications
B. Com., CA, CFA
Work Experience
"Currently Mr. Ganatra is a fund manager associated with Invesco Asset Management Company. He has over 15 years of experience in equity research. Prior to joining Invesco Asset Management he worked for DBS Cholamandalam Mutual Fund covering banking, property and construction sectors and sector specialist in banking for Fidelity. Mr. Ganatra holds a Commerce Degree is CA and a Chartered Financial Analyst from AIMR."
Nitin Gosar
Nitin Gosar

leader

Work Experience
"Mr. Gosar is a Fund Manger associated with Invesco Asset Management Company. He has over 13 years of experience in equity research. Prior to joining Invesco Asset Management, he worked as Research Analyst with IFCI Financial Services, tracking companies in the pharma sector for Bativala & Karani Securites, tracking mid-cap companies in banking, steel, agriculture, publication, healthcare and engineering for SKP Securities and NDA Securities. Mr. Gosar holds a BMS degree and a masters degree in Finance from ICFAI."
Amit Nigam
Amit Nigam

manager

Work Experience
"null"

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