Invesco India Growth Opportunities Fund Overview

Mutual Fund

Invesco India Growth opportunities Fund is an open-ended equity fund. The launch date of this fund is 9th August 2007. Invesco India Growth opportunities Fund is managed by Mr. Taher Badshah and Mr. Amit Ganatra. The benchmark of this fund is S&P BSE 250 Large Midcap Total Return Index. 

The fund is performing well over the years the last three, five and ten years of return of Invesco India Growth opportunities Fund is 16.29%, 16.115 and 17.38%. The return since launch is 11.15% of this fund. The AUM of this fund is Rs. 1,248cr. (As on 31st March 2019). Invesco India Growth opportunities Fund has 95.47% asset in Indian stocks of which 58.05% is in large cap stocks, 35.32% in mid cap stocks and 2.1% is in small cap stocks.

Investors who are looking for long term investment which should be at least more than three to four years this fund is the right choice for them. As this mutual fundinvests in equity only so the investor will get high return but investor also should be ready for moderate losses in their investments. The minimum lump sum investment for Invesco India Growth opportunities Fund is 1000. The Invesco India Growth opportunities Fund SIP investment starts from Rs.500. You can withdraw minimum amount of Rs.1000. To generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.

Top 10 holdings of Invesco India Growth opportunities Fund (03/04/2019)

S.No. Name of Holding Net Assets (%)
1 HDFC Bank Limited 7.18
2 Reliance Industries Limited 5.62
3 Triparty Repo 5.04
4 ICICI Bank Limited 4.81
5 Indian Oil Corporation Limited 3.37
6 Larsen & Toubro Limited 3.16
7 Tata Consultancy Services Limited 3.05
8 Aditya Birla Fashion and Retail Limited 2.92
9 Bajaj Finance Limited 2.89
10 United Breweries Limited 2.74

Top 5 sectors of Invesco India Growth opportunities Fund (03/04/2019)

S.No. Name of Holding Net Assets (%)
1 Bank – Private 22.18
2 Refineries 8.98
3 IT – Software 8.14
4 Pharmaceuticals and Drugs 6.43
5 Finance – NBFC 5.78

          Invesco India Growth opportunities Fund

  • AUM Size- Rs. 1248cr. (31st March 2019)
  • Expense Ratio- 2.33% (28th February 2019)
  • Launch Date- 9th August 2007
  • Benchmark- &P BSE 250 Large Midcap Total Return Index 
  • Risk- Moderately High
  • Return Since Launch- 11.15%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 6.00 16.29 16.11 17.38
S&P BSE 250 Large Midcap 65:35 TRI 5.70 15.85 15.59 17.71
Category 1.69 14.04 15.94 17.51
Rank within Category 4 6 9 9
Number of funds in category 22 20 18 17

As on Apr 03, 2019

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