Widely used:
Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹18.5100 -0.80%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Invesco India ESG Integration Strategy Fund - Direct Plan
|
|
Very High
|
Please wait... |
1.00 |
||
|
|
Very High
|
Please wait... |
1.30 |
|||
|
|
Very High
|
Please wait... |
0.95 |
|||
|
|
Very High
|
Please wait... |
1.27 |
|||
|
|
Very High
|
Please wait... |
0.76 |
₹552 Cr
1.00 (365)
1,000
1,000
500
12
Investment Strategy
The scheme seeks to generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) integration strategy as defined by our proprietary investment framework.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a Thematic ESG fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes Thematic ESG funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any otherThematic ESG fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
1 min read•By News Desk
The scheme seeks to generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) integration strategy as defined by our proprietary investment framework.
Mutual funds can be bought directly from the website of the fund house. For instance, Invesco India ESG Integration Strategy Fund - Direct Plan fund can be purchased from the website of Invesco Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Invesco India ESG Integration Strategy Fund - Direct Plan is ₹18.5100 as of 14-Aug-2024.
The AUM of Invesco India ESG Integration Strategy Fund - Direct Plan Fund is ₹552 Cr as of 31-Jul-2024
The riskometer level of Invesco India ESG Integration Strategy Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
8.02
|
|
|
6.78
|
|
|
6.04
|
|
|
5.66
|
|
|
3.70
|
As of 31-Jul-2024, Invesco India ESG Integration Strategy Fund - Direct Plan had invested 98.94% in Equity and 1.06% in Cash & Cash Eq. See More
Invesco India ESG Integration Strategy Fund - Direct Plan is 3 years 5 months old. It has delivered 19.80% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
35.37%
|
15.18%
|
--
|
--
|
--
|
19.80%
|
No, There is no lock in period in Invesco India ESG Integration Strategy Fund - Direct Plan.
The expense ratio of Invesco India ESG Integration Strategy Fund - Direct Plan is 1.00.
Mutual Funds 
Invesco Invesco India ESG Integration Strategy Fund - Direct Plan
