Invesco India Equity & Bond Fund - Direct Plan - Growth

Invesco India Equity & Bond Fund - Direct Plan - Growth of Invesco Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.19

Age

NA Years

Fund Manager

Taher Badshah

AuM (Rs Crores)

380.4837

Asset Class

Hybrid-Equity

Net Asset Value:

10.1392

Rating

2

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Turnover Ratio(Monthly)

.5 Times

Fund Manager Details:

Taher Badshah B.E. in Electronice from the University of Mumbai. Masters in Management Studies (Finance) from the SP Jain Institute of Management, Mumbai. Prior to joining Motilal Oswal Financial Services he has worked with Kotak Mahindra and ICICI Prudential AMC.

Objective:

To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Top Holdings:

  • Banks (13.55)
  • IT - Software (6.38)
  • Finance (6.36)
  • Refineries (6.26)
  • Automobile (4.27)
  • Pharmaceuticals (4.14)
  • Auto Ancillaries (3.31)
  • Tyres (2.73)
  • Alcoholic Beverages (2.18)
  • Infrastructure Developers & Operators (1.95)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition