Invesco India Large Cap Fund

Invesco Mutual Fund

Invesco India Large Cap Fund

By Rajendra

Nov 1, 2022

Scheme Analysis

Category

Large Cap

Inception

Aug 21, 2009

Benchmark

BSE 100

AUM - 717 Cr

Fund Manager

Amit Nigam & Dimant Kothari

Invesco India Large Cap Fund

Minimum of 80% of its net assets is invested in a diversified portfolio of large cap companies

Investment Strategy

Top 5 Holding

HDFC Bank

Reliance

ICICI Bank

Infosys

ITC

8.62

7.43

7.26

6.38

3.77

Total 33.46

Predominately prefer growth stocks, with exposure to few value opportunities

Investment Strategy

Bank

IT

Petroleum

Top 5 Sector 27.24

9.58

7.43

7.01

6.68

FMCG

Automobile

Growth is in line or better than respective industry Strong execution capabilities, globally competitive

Investment Strategy

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 30 Oct. 2022

1 Year

3 Year

Since Inception

Period

Returns

-3.91%

14.54%

10.95%

The risk profile of the large cap fund has been better than the benchmark – on 3 years monthly rolling basis

Investment Strategy

SIP Performance Exit Load upto 1 year - 1%

As on 30 Oct. 2022

1 Year

3 Year

5 Year

Period

Value

11,809

45,169

82,456

Returns

-2.93%

15.32%

12.68%

Monthly SIP of 1,000

More Stories

IDFC Focused Equity Fund

IDFC Large Cap Fund

Edelweiss Large Cap Fund