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Enter a Single character of a Scheme :
03 Aug 2026 | 14:08 IST
Invesco India Equity Savings Fund (G)
Summary Info
Fund Name : Invesco Mutual Fund
Scheme Name : Invesco India Equity Savings Fund (G)
AMC : Invesco Mutual Fund
Type : OPEN
Category : Hybrid - Arbitrage Oriented
Launch Date : 14-Feb-19
Fund Manager : Amey Sathe
Net Assets:(Rs. cr) 294.41
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 1000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 0.99 1.28 2.94 0.70 -1.30 7.49 6.44 7.20
Category Avg 0.80 1.00 2.19 2.08 4.53 8.44 8.14 8.07
Category Best 1.29 1.48 4.36 5.88 8.65 16.54 13.07 11.56
Category Worst 0.43 0.29 0.75 0.02 -1.30 6.29 5.90 3.96
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.3947 1.8123 0.3173 1.5743 -0.0842
Holdings Date :30-Jun-26
Company Name% Hold
Axis Bank 9.51
HDFC Bank 7.66
Kotak Mah. Bank 5.40
Reliance Industr 5.25
United Spirits 4.84
ICICI Bank 3.52
Hind. Unilever 2.43
Infosys 2.40
Bharti Airtel 2.18
Power Grid Corpn 1.90
Coforge 1.79
Hyundai Motor I 1.62
Maruti Suzuki 1.61
SBI 1.57
M & M 1.46
Ambuja Cements 1.29
Honeywell Auto 1.21
Mrs Bectors 1.19
UltraTech Cem. 1.15
Tube Investments 1.13
Tata Steel 1.09
Poly Medicure 1.03
Shriram Finance 0.93
Dixon Technolog. 0.92
Sun Pharma.Inds. 0.91
Grasim Inds 0.90
Metro Brands 0.90
Bansal Wire Inds 0.82
NTPC 0.82
Federal Bank 0.78
Polycab India 0.76
Entero Healthcar 0.69
Phoenix Mills 0.69
HDFC Life Insur. 0.65
AU Small Finance 0.60
Interglobe Aviat 0.55
Indus Towers 0.54
Bank of Baroda 0.46
IndusInd Bank 0.46
Supreme Inds. 0.45
Bajaj Finance 0.38
Orchid Pharma 0.35
Indian Hotels Co 0.29
Larsen & Toubro 0.25
SBI Life Insuran 0.18
Jio Financial 0.17
Apollo Hospitals 0.15
Cipla 0.11
Dabur India 0.07
Hindalco Inds. 0.05
Pidilite Inds. 0.05
Kwality Wall's 0.04
Titan Company 0.03
ICICI Pru Life 0.02
Godrej Propert. 3.41
Tata Housing 1.69
GSEC2030 1.76
GSEC2034 1.71
TREPS 3.63
Net CA & Others 49.56
Invesco India Liquid Fund - Direct (G) 4.25
Invesco India Short Duration Fund - Direct (G) 2.26
Invesco India Low Duration Fund-Dir (G) 1.81
ICICI Pru Life -0.02
Titan Company -0.03
Pidilite Inds. -0.05
Hindalco Inds. -0.05
Dabur India -0.07
Cipla -0.11
Apollo Hospitals -0.15
Jio Financial -0.17
SBI Life Insuran -0.18
Larsen & Toubro -0.25
Indian Hotels Co -0.29
Bajaj Finance -0.39
IndusInd Bank -0.46
Bank of Baroda -0.46
Indus Towers -0.55
AU Small Finance -0.60
HDFC Life Insur. -0.65
Phoenix Mills -0.70
ICICI Bank -0.72
Polycab India -0.76
Federal Bank -0.78
NTPC -0.82
Grasim Inds -0.90
Sun Pharma.Inds. -0.91
Shriram Finance -0.94
Tata Steel -1.10
Ambuja Cements -1.30
M & M -1.46
SBI -1.58
Maruti Suzuki -1.61
Power Grid Corpn -1.91
Bharti Airtel -2.19
Kotak Mah. Bank -2.74
HDFC Bank -3.62
Reliance Industr -4.17
United Spirits -4.82
Axis Bank -9.58
Cholaman.Inv.&Fn 0.81
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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