Invesco India Focused Fund
Focused Fund
Launch Date: 9 Sept 2020
Suitable for
Investment Period
3+ year investments
Low risk investors
Prefer steady, predictable returns over high growth.
Invesco India Focused Fund
Focused Fund
Fund Health
Returns 📈
Typically 22-25% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 3Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Invesco India Focused Fund New | 24% | 21% | 0% | Good |
360 One Focused Fund | 18% | 13% | 3% | Good |
Icici Prudential Focused Equity Fund | 17% | 20% | 14% | Good |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Focused Fund Category Average | 15% | 15% | 10% | — |
Return
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Details
AUM
₹1190 Cr
Expense Ratio
0.59%
Exit Load
If upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment - Nil. For any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment - 1%. If units are redeemed or switched-out after 1 year from the date of allotment - Nil
Minimum Amount
N/A
Fund Manager
Mr. Taher Badshah, Mr. Hiten Jain
Fund House
Invesco Asset Management (India) Private Limited
Launch Date
9 Sept 2020
Age
5 years
Category
Focused Fund
Benchmark
Nifty 500 TRI
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