Invesco India Psu Equity Fund Growth

Risk: Very High
₹ 67.77
NAV (Jul 24,2024)

The Invesco India PSU Equity Fund - Growth is a mutual fund that focuses on investing in Public Sector Undertaking (PSU) companies in India. With an expense ratio of 2.3%, the fund aims to provide growth opportunities for investors. The fund has a minimum investment requirement of INR 1000 and was established on November 18, 2009. As of now, the scheme's assets under management (AUM) is INR 842.37. The fund's price-to-earnings (PE) ratio is 23.31 and price-to-book (PB) ratio is 3.89.

Invesco India Psu Equity Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Invesco India Psu Equity Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    32.64
  • P/B Ratio
    UM_URBAN_MONEY

    6.59
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.93
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.20

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.15%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 1362.75 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 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₹ 11,698.6 (16.99%)₹ 13,710.3 (37.10%)₹ 18,440.82 (84.41%)₹ 27,021.53 (170.22%)₹ 39,516.03 (295.16%)
₹ 30,000₹ 35,095.8 (16.99%)₹ 41,130.9 (37.10%)₹ 55,322.46 (84.41%)₹ 81,064.59 (170.22%)₹ 1,18,548.09 (295.16%)
₹ 50,000₹ 58,493 (16.99%)₹ 68,551.5 (37.10%)₹ 92,204.1 (84.41%)₹ 1,35,107.65 (170.22%)₹ 1,97,580.15 (295.16%)
₹ 80,000₹ 93,588.8 (16.99%)₹ 1,09,682.4 (37.10%)₹ 1,47,526.56 (84.41%)₹ 2,16,172.24 (170.22%)₹ 3,16,128.24 (295.16%)
₹ 1,00,000₹ 1,16,986 (16.99%)₹ 1,37,103 (37.10%)₹ 1,84,408.2 (84.41%)₹ 2,70,215.3 (170.22%)₹ 3,95,160.3 (295.16%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Power Grid Corporation of India Limited8.64%
  • Hindustan Aeronautics Limited8.57%
  • Bharat Electronics Limited8.34%
  • NTPC Limited7.61%
  • State Bank of India7.41%
  • Bharat Petroleum Corporation Limited6.19%
  • Coal India Limited5.94%
  • Bank of Baroda5.17%
  • Bharat Dynamics Limited5.14%
  • Triparty Repo4.36%
  • BEML Limited4.06%
  • Container Corporation of India Limited3.93%
  • Indian Railway Catering And Tourism Corporation Limited3.40%
  • NHPC Limited3.39%
  • Mazagon Dock Shipbuilders Limited3.16%
  • REC Limited2.90%
  • Can Fin Homes Limited2.75%
  • GAIL India Limited2.69%
  • Indian Bank2.66%
  • SBI Life Insurance Company Limited2.61%
  • Hindustan Petroleum Corporation Limited2.43%
  • Net Receivables Payables-1.37%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

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31.76%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

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25.47%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

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24.97%

Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

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22.49%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

22.01%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

19.43%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

17.73%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

16.40%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

14.58%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

12.59%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

68.22%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

58.90%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

46.50%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

43.81%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

42.38%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

41.29%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

37.11%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

36.78%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

35.30%

Axis Innovation Fund - Regular Plan - GrowthAxis Innovation Fund - Regular Plan - Growth

EQUITY

Very High

32.83%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

31.22%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.33%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

24.57%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

23.06%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

19.71%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.53%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

15.28%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

14.47%

Axis Innovation Fund - Regular Plan - GrowthAxis Innovation Fund - Regular Plan - Growth

EQUITY

Very High

13.94%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

8.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

22.86%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

21.81%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

20.25%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

18.80%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

16.44%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

14.64%

Show all Funds

Fund Managers

DK

Mr. Dhimant KothariFund Manager

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Compare with similar Funds

Invesco India PSU Equity Fund - Growth

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HSBC Business Cycles Fund - Regular Plan - Growth

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Invesco India PSU Equity Fund - Growth

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Union Innovation & Opportunities Fund - Regular Plan - Growth

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Axis Innovation Fund - Regular Plan - Growth

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360 ONE Quant Fund - Regular Plan - Growth

Invesco India PSU Equity Fund - Growth

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SBI Magnum COMMA Fund - Regular Plan - Growth

Invesco India PSU Equity Fund - Growth

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Nippon India Quant Fund - Growth

Invesco India PSU Equity Fund - Growth

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UTI Transportation and Logistics Fund - Regular Plan - IDCW

FAQ's

What is the risk level associated with the Invesco India PSU Equity Fund - Growth?

The Invesco India PSU Equity Fund - Growth is a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Invesco India PSU Equity Fund - Growth as of Jul 24,2024?

The current NAV of the Invesco India PSU Equity Fund - Growth as of Jul 24,2024 is INR 67.77.

What are the returns generated by the Invesco India PSU Equity Fund - Growth over the past 1, 3, and 5 years?

The Invesco India PSU Equity Fund - Growth has performed well, generating returns of 106.46% in the past year, 40.67% over 3 years, and 29.50% over 5 years.

What is the expense ratio associated with the Invesco India PSU Equity Fund - Growth?

The Invesco India PSU Equity Fund - Growth has a 2.25% expense ratio.

What is the minimum investment amount required for the Invesco India PSU Equity Fund - Growth?

The Invesco India PSU Equity Fund - Growth requires a minimum investment of INR 1000.

Is there a systematic investment plan (SIP) available for the Invesco India PSU Equity Fund - Growth?

Yes, SIP is available for Invesco India PSU Equity Fund - Growth with a minimum investment of INR 1000 per month.

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