Invesco India ESG Integration Strategy Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Invesco India ESG Integration Strategy Growth Direct Plan

NAV
₹19.0700
+0.63%
(3 Nov)
AUM
443 Cr
TER
1.15%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.2%
+5.9%
+4.7%
+3.3%
-0.1%
-2.7%
3Y
+20.8%
+15.6%
+14.9%
+14.3%
+14.9%
+16.5%
5Y
+19.7%
NA
NA
+17.2%
NA
NA
ALL
+19.5%
+14.0%
+14.8%
+14.9%
+14.9%
+29.2%
VOL
12.2%
13.9%
14.4%
-
13.6%
17.2%
TER
1.0%
0.9%
1.4%
-
1.1%
0.9%
AUM
₹1,486 Cr
₹850 Cr
₹602 Cr
-
₹443 Cr
₹277 Cr
INFO
1.60
1.01
1.03
-
1.10
1.70
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Invesco India ESG Integration Strategy (G)
₹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 30th Sep
Top holdings
HDFC Bank Ltd
9.2%
Infosys Ltd
5.9%
ICICI Bank Ltd
5.7%
Bajaj Finance Ltd
5.3%
Bharti Airtel Ltd
4.3%
LTIMindtree Ltd
4.3%
Eicher Motors Ltd
3.7%
Apollo Hospitals Enterprise Ltd
3.5%
Eternal Ltd
3.4%
Kotak Mahindra Bank Ltd
3.2%
Top industry exposure
Financial Services
29.0%
Consumer Cyclical
15.4%
Technology
15.3%
Healthcare
12.0%
Consumer Defensive
7.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
49%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) criteria as defined by our proprietary investment framework. 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.
Fund manager(s)
Amit Nigam
Taher Badshah

FAQs