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

Invesco India ESG Integration Strategy IDCW Reinvest Direct Plan

NAV
₹17.4200
-0.29%
(11 Sep)
AUM
552 Cr
TER
1.0%
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
+48.9%
+48.9%
+42.5%
+42.5%
+32.3%
+22.5%
3Y
+29.9%
+29.9%
+18.3%
+18.3%
+14.8%
+10.9%
5Y
NA
NA
NA
NA
+20.9%
NA
ALL
+43.1%
+43.1%
+24.4%
+24.4%
+20.9%
+17.4%
VOL
17.6%
17.6%
13.7%
13.7%
-
14.6%
TER
0.8%
0.8%
0.9%
0.9%
-
1.0%
AUM
₹334 Cr
₹334 Cr
₹1,608 Cr
₹1,608 Cr
-
₹552 Cr
INFO
2.45
2.45
1.78
1.78
-
1.19
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 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 Jul
Top holdings
HDFC Bank Ltd
8.0%
Tata Consultancy Services Ltd
6.8%
ICICI Bank Ltd
6.0%
Infosys Ltd
5.7%
Axis Bank Ltd
3.7%
Power Grid Corp Of India Ltd
3.5%
Suzlon Energy Ltd
3.2%
Tata Motors Ltd
3.2%
REC Ltd
2.9%
Manorama Industries Ltd
2.9%
Top industry exposure
Financial Services
28.2%
Technology
18.1%
Industrials
15.6%
Consumer Cyclical
11.8%
Healthcare
10.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
50%
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