Invesco India PSU Equity Fund

Invesco Mutual Fund

By Rajendra Nov 2, 2022 Scheme Analysis

Investment Strategy

[{"selector":"#anim-7b43008f-0f22-4823-a994-302c16753262","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-5a84b9f9-3a58-442d-a084-8668c9a42042","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Majority of the investments are made in companies owned by the Government of India (PSU's)

Top 5 Holding

NTPC SBI Bharat Electronic Bank of Baroda Power Grid 10.38 10.12 9.60 8.20 7.96 Total 46.26

Investment Strategy

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Bank

21.02 18.34 17.54 7.35 6.45

Investment Strategy

[{"selector":"#anim-0847bfed-3007-43b1-a006-e9256c99f3ea","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-9a6ed39a-3f53-4337-8046-aeefb129a706","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] • Style neutral approach with no market capitalization bias

Investment Strategy

[{"selector":"#anim-342c3eb4-d768-47f8-baf5-7fc09455e59d","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-cda44e4b-ac91-471e-af09-eedc022f366a","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] • It takes minimal exposure to stocks having leveraged balance sheet

Scheme Performance

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SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 30 Oct. 2022 1 Year 3 Year 5 Year 12,679 46,286 81,874 10.68% 18.80% 14.14% Monthly SIP of 1,000

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Invesco Mutual Fund

Invesco India PSU Equity Fund

Category

Inception

Benchmark

AUM - 369 Cr

Fund Manager

Dhimant Kothari