Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

327 Cr

Lock In Period

N/A

Expense Ratio

2.3

Benchmark

Nifty Equity Savings Total Return

Exit Load

If redeemed / switched-out on or before 1 month from the date of allotment - 0.25%.If redeemed / switched-out after 1 month from the date of allotment - Nil.

Summary

Latest details for Invesco India Equity Savings Fund Growth include a 16.2646 NAV as of Apr 30,2026 and returns since inception of 29.02%. Minimum investments start at SIP ₹100. The Invesco India Equity Savings Fund Growth AUM is ₹327 Cr, with a lock-in of N/A years, expense ratio of 2.3%, and benchmark Nifty Equity Savings Total Return. Exit load is - If redeemed / switched-out on or before 1 month from the date of allotment - 0.25%.If redeemed / switched-out after 1 month from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded 2.74% returns, against a category average of 2.37% and a category best of 126.02%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.742.37126.02
6M-4.601.38126.02
1Y-1.285.54126.02
3Y8.8616.00126.02

Portfolio Analysis

  • Equity: 64.19%
  • Debt: 35.81%
  • Others
As on: 2026-03-31
View allocation % by

1. Axis Bank Limited9.17%
2. HDFC Bank Limited5.70%
3. Kotak Mahindra Bank Ltd4.06%
4. ICICI Bank Limited2.23%
5. The Federal Bank Limited0.56%
6. IndusInd Bank Limited0.21%

1. Reliance Industries Limited4.26%

1. Infosys Limited2.71%
2. Coforge Limited1.23%

1. United Spirits Limited3.86%

1. Mahindra & Mahindra Limited2.35%
2. Hyundai Motor India Ltd1.36%

1. Ambuja Cements Limited1.10%
2. UltraTech Cement Limited0.99%
3. Grasim Industries Limited0.67%

1. Bajaj Finance Ltd1.99%
2. Shriram Finance Limited0.70%

1. Tata Steel Limited2.18%
2. Bansal Wire Industries Limited0.49%

1. Hindustan Unilever Limited2.13%
2. Dabur India Limited0.06%

1. Power Grid Corporation of India Limited1.77%

1. Sun Pharmaceutical Industries Limited0.87%
2. Entero Healthcare Solutions Ltd0.65%
3. Orchid Pharma Limited0.16%
4. Cipla Limited0.01%

1. InterGlobe Aviation Limited1.58%

1. Tube Investments Of India Limited1.39%

1. State Bank of India0.97%
2. Bank of Baroda0.38%

1. Mrs. Bectors Food Specialities Ltd1.07%

About Fund

Invesco India Equity Savings Fund Growth managed by Invesco Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹327 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.3. Under the expert guidance of Krishna Cheemalapati ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Krishna Cheemalapati

Mr. Krishna has done B.E. (ECE) and has also done PGDBA and CFA (ICFAI, Hyderabad). He has more than 13 years of experience in fixed income market. He has worked with Reliance General Insurance Company Ltd. as Chief Investment Officer (Oct 2008 - Jan 17, 2011) and Fund Manager (Apr 2008 - Oct 2008). He has also worked with ICAP India Pvt. Ltd. as Dealer - Fixed Income - (Sept 2000 - Mar 2008).

Peer Comparison

Fund Name1Y3Y
This FundICICI Prudential Equity Savings Fund Growth3.799225.3413
This FundFranklin India Equity Savings Fund Growth3.7226.039
This FundInvesco India Equity Savings Fund Growth-1.284329.0165
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

FAQs

Invesco India Equity Savings Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Invesco India Equity Savings Fund Growth is 2.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Invesco India Equity Savings Fund Growth’s fund performance is as follows:
  • 1 Month : 2.74%
  • 6 Months : -4.60%
  • 1 Year : -1.28%
  • 3 Years : 8.86%
Returns of Invesco India Equity Savings Fund Growth are updated daily based on NAV of ₹ 16.2646 as on Apr 30,2026. Since inception, the return has been 29.02%.

You can invest in Invesco India Equity Savings Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Invesco India Equity Savings Fund Growth is ₹327 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Invesco India Equity Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500