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  • Invesco India Largecap Fund (G)
Invesco Mutual Funds

Invesco India Largecap Fund (G)

EquityLarge Cap

70.57

NAV (Oct 15)

20.203%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

Large Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Scripbox Recommended Large Cap Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

70.57

NAV (Oct 15)

Fund Returns

Last 1Y
40.7%
Last 3Y
14.9%
Last 5Y
20.2%
Last 10Y
14.4%
Since Inception
13.7%
6 Month CAGR
17%

Scheme Information

Investment Objective

The scheme seeks to generate capital appreciation by investing predominantly in Largecap companies.

Expense Ratio
2.1
Launched (0y ago)
2.1
AUM in Crores
1289.7
ISIN
INF205K01304
Lock-in
-
Benchmark
NIFTY 100 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
13.2
Beta
1
Sharpe Ratio
1
YTM
-
Fund Managers

Amit Nigam

Fund Manager

Hiten Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Largecap Fund (G)70%12,23,457 4,90,84520.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-01

Top Stock Holdings

HDFC Bank Ltd.

8.8%
8.79%

ICICI Bank Ltd.

7.3%
7.29%

Reliance Industries Ltd.

6.4%
6.42%

Tata Consultancy Services Ltd.

4.6%
4.56%

Infosys Ltd.

3.9%
3.86%
See all holdings

Allocation by Sector

Financial

26.5%
26.53%

Technology

12%
11.96%

Consumer Staples

11.7%
11.74%

Energy

11.3%
11.26%

Capital Goods

10.5%
10.48%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Invesco Mutual Fund

Invesco entered India in 2013. In partnership with Religare Securities Ltd. it formed Religare Invesco Asset Management Co. Ltd. Religare Invesco Mutual Fund was co-owned by Invesco and Religare. amc-img
phone-img022-67310000 / 1800-209-0007
Fund NameScripbox Opinion
Till Date CAGR

31.8%

13.4%

8.1%

5%

5.8%

7.5%

6.4%

6.6%

28.9%

12%

Invesco India Largecap Fund (G) Review

Invesco India Largecap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 13.741% over a period of 15 years. The fund is managed by Invesco Mutual Fund. The fund managers are Amit Nigam, Hiten Jain.

Nav of Invesco India Largecap Fund (G) as of 10/15/2024 is ₹70.57 with the total AUM as of 10/16/2024 is ₹1289.7219. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Largecap Fund (G) was launched on 2009-08-21. The category risk of the fund is Below Average.

The minimum SIP amount for Invesco India Largecap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Invesco India Largecap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 100 Total Return Index.

It is rated as a 3 fund in Equity and delivered 40.726% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Largecap Fund (G).

Frequently Asked Questions

What is Invesco India Largecap Fund (G)?

It is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Invesco India Largecap Fund (G)?

You can invest in Invesco India Largecap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Invesco India Largecap Fund (G)?

The minimum sip amount for Invesco India Largecap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Invesco India Largecap Fund (G) good to invest in?

As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Invesco India Largecap Fund (G)?

The expense ratio of the Invesco India Largecap Fund (G) is 2.1% for regular plan.

What is the NAV of Invesco India Largecap Fund (G)?

Today's Invesco India Largecap Fund (G) NAV is ₹70.57.