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Invesco India Esg Equity Fund Idcw Direct Plan
NAV (Apr 26,2024)
The Invesco India ESG Equity Fund - IDCW - Direct Plan is a sustainable equity fund that focuses on Environmental, Social, and Governance (ESG) factors. It aims to generate long-term capital appreciation by investing in companies that meet certain ESG criteria. With an expense ratio of 0.93%, this fund provides investors with an opportunity to align their investments with responsible and sustainable practices. The minimum investment amount is INR 1000, and the fund was established on March 20, 2021.
Invesco India Esg Equity Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Invesco India Esg Equity Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio46.29
- P/B Ratio9.26
- Alpha0.01
- Beta0.90
- Sharpe0.15
- Sortino0.26
Fund Overview
0.93%
0%
No Lock-in
₹ 562.59 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,689.37 (6.89%) | ₹ 12,167.02 (21.67%) | ₹ 13,743.47 (37.43%) | ₹ 16,563.71 (65.64%) | ₹ -- (--) |
₹ 30,000 | ₹ 32,068.11 (6.89%) | ₹ 36,501.06 (21.67%) | ₹ 41,230.41 (37.43%) | ₹ 49,691.13 (65.64%) | ₹ -- (--) |
₹ 50,000 | ₹ 53,446.85 (6.89%) | ₹ 60,835.1 (21.67%) | ₹ 68,717.35 (37.43%) | ₹ 82,818.55 (65.64%) | ₹ -- (--) |
₹ 80,000 | ₹ 85,514.96 (6.89%) | ₹ 97,336.16 (21.67%) | ₹ 1,09,947.76 (37.43%) | ₹ 1,32,509.68 (65.64%) | ₹ -- (--) |
₹ 1,00,000 | ₹ 1,06,893.7 (6.89%) | ₹ 1,21,670.2 (21.67%) | ₹ 1,37,434.7 (37.43%) | ₹ 1,65,637.1 (65.64%) | ₹ -- (--) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Limited6.55%
- Tata Consultancy Services Limited6.54%
- Infosys Limited6.43%
- ICICI Bank Limited5.14%
- Titan Company Limited5.10%
- Bharti Airtel Limited4.14%
- Tech Mahindra Limited3.87%
- LTIMindtree Limited3.15%
- Teamlease Services Limited2.99%
- Axis Bank Limited2.97%
- IndusInd Bank Limited2.90%
- Tata Motors Limited2.67%
- KEI Industries Limited2.61%
- Honeywell Automation India Limited2.47%
- Home First Finance Company India Limited2.30%
- Suzlon Energy Limited2.23%
- Angel One Limited2.23%
- GAIL India Limited2.21%
- Avenue Supermarts Limited2.18%
- AU Small Finance Bank Limited2.07%
- Cholamandalam Investment and Finance Company Limited1.93%
- Maruti Suzuki India Limited1.91%
- Manorama Industries Limited1.90%
- Eicher Motors Limited1.61%
- Nestle India Limited1.59%
- Samvardhana Motherson International Limited1.56%
- Sundram Fasteners Limited1.50%
- Apollo Hospitals Enterprise Limited1.48%
- MphasiS Limited1.43%
- Zomato Limited1.43%
- The Federal Bank Limited1.39%
- Star Health And Allied Insurance Company Limited1.36%
- J B Chemicals and Pharma Ltd1.32%
- Syngene International Limited1.21%
- UNO Minda Limited1.16%
- CIE Automotive India Limited1.11%
- ABB India Limited1.07%
- Mankind Pharma Limited1.04%
- Indiamart Intermesh Limited0.98%
- REC Limited0.97%
- Triparty Repo0.77%
- Net Receivables Payables0.53%
- IT - Software21.43%
- Bank - Private21.01%
- Diamond & Jewellery5.10%
- Electric Equipment3.31%
- Auto Ancillary2.71%
- Cable2.61%
- e-Commerce2.41%
- Finance - Housing2.30%
- Retailing2.18%
- Finance - NBFC1.93%
- Solvent Extraction1.90%
- Consumer Food1.59%
- Fasteners1.50%
- Insurance1.36%
- Miscellaneous1.30%
- Business Support1.21%
- Forgings1.11%
- Finance Term Lending0.97%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Nippon India Quant Fund - Growth | EQUITY | Very High | 32.58% |
Franklin India Opportunities Fund - Growth | EQUITY | Very High | 31.83% |
360 ONE Quant Fund - Regular Plan - Growth | EQUITY | Very High | 30.59% |
SBI Magnum COMMA Fund - Regular Plan - Growth | EQUITY | Very High | 29.22% |
Axis Special Situations Fund - Regular Plan - Growth | EQUITY | Very High | 25.39% |
Union Innovation & Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 22.15% |
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | EQUITY | Very High | 19.43% |
Quantum ESG Best In Class Strategy Fund - Growth - Direct Plan | EQUITY | Very High | 18.38% |
Aditya Birla Sun Life MNC Fund - Regular Plan - Growth | EQUITY | Very High | 16.83% |
HSBC Business Cycles Fund - Regular Plan - Growth | EQUITY | Very High | 16.40% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Franklin India Opportunities Fund - Growth | EQUITY | Very High | 68.22% |
360 ONE Quant Fund - Regular Plan - Growth | EQUITY | Very High | 58.12% |
Nippon India Quant Fund - Growth | EQUITY | Very High | 47.61% |
HSBC Business Cycles Fund - Regular Plan - Growth | EQUITY | Very High | 41.29% |
SBI Magnum COMMA Fund - Regular Plan - Growth | EQUITY | Very High | 41.10% |
Kotak Pioneer Fund - Regular Plan - Growth | EQUITY | Very High | 37.11% |
Axis Special Situations Fund - Regular Plan - Growth | EQUITY | Very High | 37.06% |
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | EQUITY | Very High | 36.78% |
Aditya Birla Sun Life MNC Fund - Regular Plan - Growth | EQUITY | Very High | 35.77% |
Quantum ESG Best In Class Strategy Fund - Growth - Direct Plan | EQUITY | Very High | 30.66% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant ESG Equity Fund - Regular Plan - Growth | EQUITY | Very High | 31.83% |
HDFC Housing Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 26.33% |
HSBC Business Cycles Fund - Regular Plan - Growth | EQUITY | Very High | 23.69% |
Kotak Pioneer Fund - Regular Plan - Growth | EQUITY | Very High | 19.71% |
Taurus Ethical Fund - Regular Plan - Growth | EQUITY | Very High | 19.53% |
Tata Ethical Fund - Regular Plan - Growth | EQUITY | Very High | 19.24% |
Edelweiss Recently Listed IPO Fund - Regular Plan - Growth | EQUITY | Very High | 16.71% |
Quantum ESG Best In Class Strategy Fund - Growth - Direct Plan | EQUITY | Very High | 14.97% |
DSP Quant Fund - Regular Plan - Growth | EQUITY | Very High | 10.76% |
Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth | EQUITY | Very High | 10.69% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
SBI Magnum COMMA Fund - Regular Plan - Growth | EQUITY | Very High | 22.99% |
Franklin India Opportunities Fund - Growth | EQUITY | Very High | 22.71% |
Edelweiss Recently Listed IPO Fund - Regular Plan - Growth | EQUITY | Very High | 21.96% |
UTI Transportation and Logistics Fund - Regular Plan - IDCW | EQUITY | Very High | 20.28% |
Nippon India Quant Fund - Growth | EQUITY | Very High | 19.44% |
Tata Ethical Fund - Regular Plan - Growth | EQUITY | Very High | 18.45% |
Taurus Ethical Fund - Regular Plan - Growth | EQUITY | Very High | 18.28% |
HDFC Housing Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 18.11% |
ICICI Prudential US Bluechip Equity Fund - Growth | EQUITY | Very High | 15.18% |
Aditya Birla Sun Life MNC Fund - Regular Plan - Growth | EQUITY | Very High | 9.40% |
Fund Managers
Mr. Taher BadshahSr. VP & Co-Head of Equities
Mr. Badshah brings with him 18 years of rich experience in fund management and investment research. He started his career as an automobiles analyst with Motilal Oswal and has been well-regarded in the industry for his work in this sector. Besides, Mr. Badshah has also worked in different capacities with organizations like Kotak Mahindra and Prudential ICICI. He has spent the first 10 years of his career doing sell-side equity research and the past 8 years in active fund management.
Mr. Amit NigamFund Manager - Equities
Mr. Amit Nigam Manager of Equities from may 2005 onwards
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