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Should You Invest In Invesco India Growth Opportunities Fund? – Regular Plan

Want to know more about the Invesco India Growth Opportunities Fund -Regular Plan? Read this blog to learn about the fund’s historical performance, its current portfolio holdings, and how you can invest in all the best mutual funds using Cube Wealth.
March 10, 2021

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The Invesco India Growth Opportunities Fund invests in popular stocks like HDFC, ICICI, SBI Cards, Infosys, and Maruti. Does that mean it will be a good addition to your portfolio?

To understand this, you must take a close look at the fund’s factsheet , past performance, investment strategy, and more. That's exactly what we'll do in this blog!

Note: It is recommended that you consult a Cube Wealth Coach before investing in any mutual fund.

What Is Invesco India Growth Opportunities Fund?

Invesco India Growth Opportunities Fund is a scheme managed by Invesco Mutual Fund (AMC). It is a multi-cap fund that primarily invests in large-cap and mid-cap companies. 

Large-cap companies are relatively stable in terms of returns and their track record. Mid-cap companies may not be as consistent as large-cap companies but have the potential to generate comparatively better returns.

The Invesco India Growth Opportunities Fund looks to leverage this potential of mid-cap companies and the stability of large-cap companies to deliver returns to its investors. 

Read this blog to learn about 10 crucial lessons for DIY mutual fund investors

Primary Investment Objective

Invesco India Growth Opportunities Fund aims to tap into growth opportunities of large-cap and mid-cap companies. It invests predominantly in equity and equity related Instruments. 

The portfolio is diversified with the objective of generating capital appreciation. However, there is no assurance that the investment objective of the scheme will be met.

Read this blog to know all about mutual fund jargon

Invesco India Growth Opportunities Fund Information

 

Mutual Fund Name

Invesco India Growth Opportunities

Category

Equity - Large & Mid Cap Fund

Date of Inception

09-Aug-2007

Returns Since Inception

11.50%

NAV

₹44.74

Benchmark Index

NIFTY 50 – TRI

Minimum Investment Amount in Cube

₹5000

Expense Ratio

1.93%

AUM

₹3,445.16 Cr

52-Week NAV High

₹45.31

52-Week NAV Low

₹24.30

Note: All facts and figures are updated as of 03/03/2021 and are taken from publicly available sources. While we update our pages regularly, we advise you to check the Cube Wealth App for the latest data.

Invesco India Growth Opportunities Fund Portfolio

 

Company Name

Ticker

HDFC Bank

HDFCBANK

ICICI Bank

ICICIBANK

Infosys

INFY

UltraTech Cement

ULTRACEMCO

SBI Cards & Payment Services

SBICARD

Voltas

VOLTAS

Maruti Suzuki India

MARUTI


Note: Stocks mentioned above are a part of the fund’s portfolio as of 03-03-2021. This information is subject to change at any time.

About Invesco India Growth Opportunities Fund Team

Invesco India Growth Opportunities Fund’s managing team comprises Pranva Gokhale and Taher Badshah. Both fund managers are highly qualified and carry a rich financial experience. 

Pranav Gokhale is a Chartered Accountant from the Institute of Chartered Accountants of India, New Delhi. After completing his M.Com. from Mumbai University, he began working in the Indian equity market.

During his 11 years as a professional, he has worked with IL&FS, ICICI Direct, International Ship Repair LLC Fujairah, and Rosy Blue Securities in various capacities.

Taher Badshah has extensive experience in fund management and investment research. He has worked with some of the leading financial companies including Motilal Oswal, Kotak Mahindra and Prudential ICICI. Byhe is qualification,  an Electronics Engineer and has a Masters in Management Studies (Finance).

Competition

  • Axis Focused 25 Fund
  • Mirae Asset Focused Fund
  • DSP Nifty Next 50 Index Fund
  • SBI Magnum Multicap Fund
  • Principal Emerging Bluechip Fund

Cube Wealth strongly advises investors to consult a Cube Wealth Coach before investing in any mutual fund.

Cube's Mutual Fund Advisor

Mutual funds available on the Cube Wealth app are among the best schemes, carefully handpicked by our mutual fund advisory partner Wealth First. 

Wealth First is an investment advisory founded in 2000. WF currently boasts over 3000+ clients and an AUM of ₹7000+ crores. They have a track record of beating the market by ~50% over the past decade. 

Download the Cube Wealth app to invest in the best mutual funds in India.

Watch this video to know why you should never pick mutual funds on your own



Bhavna Sharma
Bhavna is a Business Economics graduate with over 10 years of writing experience. She writes on a variety of topics for Cube Wealth and helps simplify investment-related concepts with both short & long-form content.

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