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Invesco India Focused Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 70.99 | 2.17 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 45.47 | 1.23 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| — |
About Focused Fund
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Peers & Comparison
EquityFocused Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Invesco India Focused Fund(IDCW) | 47.46% | 20.48% | 27.10% |
| SBI Focused Equity Fund(IDCW-Payout) | 20.76% | 12.13% | 13.44% |
| HDFC Focused 30 Fund(IDCW) | 18.25% | 16.94% | 4.95% |
| Axis Focused Fund(IDCW) | 9.03% | -2.08% | 10.08% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.55 %
Holdings
8.92 %
0.55 % - HDFC Bank Ltd3M change : 1.20 %
Holdings
8.59 %
1.20 % - Infosys Ltd3M change : -1.11 %
Holdings
6.57 %
-1.11 %
AMC Profile
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
38
Total AUM
₹ 1,09,368.26 Cr.
Fund Manager Profile
Taher Badshah
AUM: ₹30,083.87 Cr.
|
Exp: 18yrs
Hiten Jain
AUM: ₹6,767.02 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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Opinions and Fund Reviews
NFO - Invesco India Focused 20 Equity Fund 2020 | In Hindi | इन्वेस्को इंडिया फोकस्ड 20 इक्विटी फंड
4 years ago•ZFunds
NFO: Invesco India Focused 20 Equity Fund - Taher Badshah | Invesco Mutual Fund | Groww
4 years ago•Groww Mutual fund
NFO INVESCO FOCUSED 20 EQUITY FUND|INVESCO FOCUSED 20 EQUITY FUND|INEVESCO MUTUAL FUND|FOCUSED FUND|
4 years ago•Invest Empires
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%