QUICK FUND SUMMARY
Invesco India PSU Equity Fund Growth is an equity mutual fund managing assets worth ₹1,454.89 Cr. The current NAV is ₹65.59 as of Aug 27. It has delivered a 5-year CAGR of 21.28%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds State Bank of India, Bharat Electronics Ltd., Bharat Petroleum Corporation Ltd., Indian Bank and Hindustan Aeronautics Ltd..
Invesco India PSU Equity Fund Details
Fund Size | ₹1,454.89 Cr |
Type | Equity: Sectoral/Thematic |
Minimum Investment | ₹500 |
NAV (Aug 27) | ₹65.59 |
Plan Type | Regular |
Launch Date | 18 Nov 2009 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 2.45% |
Withdrawal Charge | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Invesco India PSU Equity Fund Holdings
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Invesco India PSU Equity Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 Invesco India PSU Equity Fund | +8.59% | +21.38% | +21.28% |
 Aditya Birla Sun Life PSU Equity Fund | +15.57% | +22.32% | +23.32% |
 SBI PSU Fund | +11.87% | +22.56% | +23.53% |
 ICICI Prudential PSU Equity Fund | +9.92% | +21.94% | -- |
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Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹1,322
Your Total Value could have reached:
₹4,922
Invesco India PSU Equity Fund Risk Indicator
The risk of the scheme is very high
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FAQs on Invesco India PSU Equity Fund
Invesco India PSU Equity Fund is a Growth Equity mutual fund managed by Invesco Mutual Fund.
The current NAV of Invesco India PSU Equity Fund is ₹65.59 as of Aug 27.
You can invest in Invesco India PSU Equity Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for Invesco India PSU Equity Fund is ₹500.
The expense ratio of Invesco India PSU Equity Fund is 2.45%.
Invesco India PSU Equity Fund has an exit load as follows: exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Short-term capital gains (STCG) on Invesco India PSU Equity Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.