Overview (as on 09 Apr 2021)

NAV

₹24.3

1y returns

35.452%

Fund AUM

₹228 Cr

Expense Ratio

1.04%

Min SIP

₹500

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
27.21%
Utilities
26.02%
Energy
19.56%
Basic Materials
14.36%
Industrials
12.86%
Size Breakup
Mid Cap
55.74%
Large Cap
35.53%
Small Cap
8.73%

Key Metrics

Beta 

NA

Std deviation 

20.12%

Sharpe Ratio 

0.4

Holdings

Fund Details

Investment Objectives
"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. 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."
Scheme Name
Invesco India PSU Equity Fund - Direct Plan - Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Pranav Gokhale
Fund House Details
Fund House
Invesco Asset Management (India) Private Ltd
Email
NA
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 PSU Equity Fund - Direct Plan - G...

NAV

₹24.3

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Pranav Gokhale
Pranav Gokhale

leader

Qualifications
Chartered Accountant from the Institute of Chartered Accountants of India, New Delhi. M.Com, Mumbai University.
Work Experience
"Currently he is a Fund Manger for Invesco Asset Management Company. He has 14 years of experience mostly in Indian equity markets. Prior to joining Invesco Asset Management, he worked for IL&FS as Assistant Manager - Senior Equity Analyst, ICICI Direct as Assistant Manger - Research, Senior Financial Officer for International Ship Repair LLC Fujairah and Rosy Blue Securities. Mr. Gokhale is CA and has a M.Comm from Mumbai University."
Dhimant Kothari
Dhimant Kothari

manager

Work Experience
"Mr. Kothari is currently a fund manager associated with Invesco Asset Management Company. He has over 13 years of experience in financial and equity research. Prior to joining Invescor Asset Management he worked as Senior Manager - Research for Credit Analysis & Research Ltd., analyzing companies across various sectors and preparing research reports for Lotus India Asset Management and CRISIL Ltd. Mr. Kothari is a Chartered Accountant and holds a commerce degree."
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."

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