Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Invesco India Equity Saving IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Net Receivables / (Payables)
36.3%
Triparty Repo
12.1%
Invesco India Shrt DurDir Gr
10.4%
Future on Sun Pharmaceuticals Industries Ltd
9.0%
Sun Pharmaceuticals Industries Ltd
8.9%
Future on United Spirits Ltd
7.4%
United Spirits Ltd
7.4%
HDFC Bank Ltd
6.3%
Future on State Bank of India
5.1%
State Bank of India
5.0%
Top industry exposure
Financial Services
22.3%
Healthcare
14.2%
Consumer Defensive
10.3%
Consumer Cyclical
5.9%
Basic Materials
5.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
517%
Lock-in period
-
Exit load
• 0.25% for redemption within 30 days
Fund objective
To generate capital appreciation and income by investing in equity and equity related instruments, arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments).