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.
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.
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.
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.
Invesco India Growth Opportunities Fund Information
1. Mutual Fund Name: Invesco India Growth Opportunities Fund
2. Category: Equity: Large & Mid Cap Fund
3. Date of Inception: 09-Aug-2007
4. 1-Year Returns: 51.17%
5. 3-Year Returns: 12.39%
6. 5-Year Returns: 14.76%
7. Returns Since Inception: 11.75%
8. NAV: ₹46.66
9. Benchmark Index: S&P BSE 250 Large MidCap 65:35 TRI
10. Minimum Investment Amount in Cube: ₹1000
11. Expense Ratio: 1.93%
12. AUM: ₹3,835 crores
13. 52-Week NAV High: ₹47.44
14. 52-Week NAV Low: ₹30.56
Note: All facts and figures are updated as of 18/06/2021 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).
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.
Watch this video to know why you should never pick mutual funds on your own
FAQs
1. How is Invesco India Growth Opportunities Fund?
Invesco India Growth Opportunities Fund has generated 14.76% over the past 5 years by primarily investing in large-cap and mid-cap companies. More recently, Invesco India Growth Opportunities Fund has generated 51.17% returns over the past year. You can access expert advice from Wealth First on Cube Wealth to know whether you should invest in this fund.
2. What is the NAV of Invesco India Growth Opportunities mutual fund?
The NAV of Invesco India Growth Opportunities mutual fund is ₹46.66 as of 18th June, 2021. While we update our blogs regularly, download the Cube Wealth app to stay up to date with Invesco India Growth Opportunities mutual fund.
3. Who is the fund manager of the Invesco India Growth Opportunities Fund - Regular Plan?
Ans. As of my last knowledge update in September 2021, the fund manager may have changed. Please check the latest information from Invesco Mutual Fund for details on the current fund manager.
4. What is the investment objective of this fund?
Ans. The fund's investment objective is to generate capital appreciation by investing primarily in equity and equity-related instruments of companies in India.
5. What is the risk associated with investing in this fund?
Ans. Equity mutual funds, including the Invesco India Growth Opportunities Fund, come with market risk. The value of investments can fluctuate based on the performance of the stock market. Investors should carefully consider their risk tolerance before investing.
Conclusion
The decision to invest in the Invesco India Growth Opportunities Fund - Regular Plan or any mutual fund should be based on your individual financial goals, risk tolerance, and investment horizon. This fund, like many equity mutual funds, aims for long-term capital growth through investments in Indian equities.
Before investing, it's essential to conduct thorough research
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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