3 Year return
35.34%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1344.86 Cr.
Expense Ratio
0.85% (inclusive of GST)
Exit Load
if units are redeemed/switched out within 1 year from the date of allotment: if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Invesco Mutual Fund Managers
NG
Nitin Gosar
Fund Manager since Feb 2023
Fund House Details
Invesco Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant Infrastructure Fund |
25.18% |
0 |
|
DSP Healthcare Fund |
24.74% |
0 |
|
ICICI Prudential Commodities Fund |
19.31% |
0 |
Schemes by Invesco Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Invesco India Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Invesco India Aggressive Hybrid Fund Direct Plan IDCW (Payout / Payout)
Hybrid . Aggressive Hybrid Fund
Invesco India Aggressive Hybrid Fund Direct Plan IDCW (Reinvestment / Reinvestment)
Hybrid . Arbitrage Fund
Invesco India Arbitrage Fund Direct Plan IDCW (Payout / Payout)
Hybrid . Arbitrage Fund
Invesco India Arbitrage Fund Direct Plan Growth
About Invesco India PSU Equity Fund Direct Plan Growth
Invesco India PSU Equity Fund, managed by Invesco Mutual Fund, falls within the category of thematic funds, with a focus on investing in Public Sector Undertaking (PSU) companies. This direct growth plan is designed to offer investors exposure to the PSU sector, aiming to capitalise on the growth potential of government-owned entities. The fund's portfolio is carefully constructed to include securities of PSU companies across various industries. The fund has an expense ratio that is slightly higher than the category average.
Investment Objective of the Scheme
The scheme's primary objective is to provide investors with the opportunity to benefit from the growth potential of PSU companies. Invesco India PSU Equity Fund Direct Plan Growth aims to achieve this by investing predominantly in equity and equity-related securities of PSU companies. The fund's strategy involves identifying potential growth prospects within the PSU sector and building a diversified portfolio to capture those opportunities.
Key Features of The Fund
| 5-year return | 29% |
| Expense Ratio | 0.85% |
| Fund Manager | Nitin Gosar |
| Fund Size | ₹1344.86 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you're interested in targeted exposure to the growth potential of PSU companies and have a belief in the growth prospects of government-owned entities, Invesco India PSU Equity Fund Direct Plan Growth could be a suitable choice. This fund aligns with individuals seeking specialized sectoral exposure and willing to take on associated risks. However, investing in thematic funds like this can be riskier than diversified funds due to the concentrated exposure. Assess your investment goals, risk appetite, and sectoral outlook before considering this fund. Consulting financial experts can provide personalized insights for well-informed decisions.
AMC Contact Details
| Name | Invesco Mutual Fund |
| Launch Date | May 2005 |
| Addresss | Unit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013 |
| Contact | 1-800-209-0007(Toll Free) +91-22-6731-0000 |
| mfservices@invesco.com | |
| Website | https://invescomutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
SIP or Lump Sum? We Can Help You Decide!
FAQs
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What is the minimum SIP amount to invest in Invesco India PSU Equity Fund?
How do I invest in Invesco India PSU Equity Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Invesco India PSU Equity Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Invesco India PSU Equity Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Invesco India PSU Equity Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
