Invesco India PSU Equity Fund - Growth
equity
thematic-psu
AUM : ₹ 1217.40 Cr
Investment Returns Calculator
₹
₹
Estimated Growth
Total Investment:
₹ NA
Estimated Returns:
₹ NA
Future Value
₹ NA
Returns
| Tenure | Fund Return | Category Average | Rank Within Category |
|---|---|---|---|
| 1 Year | 1.90% | 77.61% | 3/20 |
| 3 Years | 27.44% | 44.58% | 3/20 |
| 5 Years | 28.43% | 26.37% | 4/20 |
| 10 Years | 15.37% | 18.71% | 1/20 |
Top Scheme Holding
Peer Comparison
Fund Managment
Fund Managment
Mutual funds are handled by professional fund managers, who strategise, analyse, and plan investment activities, to determine ideal securities to invest in as per an individual’s investment objectives.
About this Fund
A riskometer can calculate the risk rate of a mutual funds investment. It is presented in a graph to help understand the risk that comes with a potential investment.
Investment Advisory
Bajaj Markets (“BM”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM, in no way guarantees performance of the intermediary or provide any assurance of returns to investors.
Mutual funds
Bajaj Markets (“BM”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.
The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.
Minimum investment Amount
Min. SIP Amount
₹500
Min. Lumpsum Amount
₹1000
Min. Additional Amount
₹1000
Expense Ratio/Exit Load/Taxation
Expense Ratio
Expense Ratio
This ratio refers to the fee charged by the AMC for managing your mutual fund.
2.18 %
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Taxation
Taxation
STCG Taxation: 15% + surcharge at 10% or 15% with 4% health and education cess Individual: 17.94%; HUF: 17.16% LTCG Taxation: 10% without indexation or benefit for foreign currency conversion Surcharge: 10% or 14% with 4% health and education cess Individual: 11.96% ; HUF: 11.44%
Equity STCG: 15%Up to 12 months
Equity LTCG: 10%More than 12 months
Investment Objective
Invesco India PSU Equity Fund - Growth
The fund aims capital appreciation by investing in equity and equity related instruments of companies where the Central / State Government(s) has majority shareholding or management control or powers to appoint majority of directors.
