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Invesco India Financial Services Fund - Retail Growth
- Equity
- Banking & Financial
- Very High
-
₹127.66
(-0.12%)
Current NAV 24-12-2024
-
21.67%
Returns
-
Min. SIP ₹100
Min. Investment ₹1000
Fund Suitability Test
Returns (NAV as on 24-Dec-2024)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -3.64% | -2.93% | -3.71% |
| 1M | 1.78% | 0.99% | -0.64% |
| 3M | -3.91% | -5.98% | -8.28% |
| 6M | 6.92% | 1.74% | 1.55% |
| 1Y | 21.67% | 13.11% | 12.5% |
| 2Y | 25.53% | 17.85% | 16.79% |
| 3Y | 20.23% | 16.06% | 12.96% |
| 5Y | 14.86% | 12.19% | 15.46% |
| ALL | 17.03% | 15.75% | 13.98% |
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Risk Analysis
Helps you understand the fund’s risk levels.
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 14.87% | 0.79% | 0.87% | 5.67% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Comparison Of Invesco India Financial Services Fund - Retail Growth
Compare your fund with the top category schemes.
Invesco India Financial Services Fund - Retail Growth
3Y Returns20.23% (p.a.)
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns10.51% (p.a.)
Invesco India Financial Services Fund - Retail Growth
3Y Returns20.23% (p.a.)
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns16.29% (p.a.)
Invesco India Financial Services Fund - Retail Growth
3Y Returns20.23% (p.a.)
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns16.12% (p.a.)
Invesco India Financial Services Fund - Retail Growth
3Y Returns20.23% (p.a.)
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns14.63% (p.a.)
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Start SIPPortfolio Summary (as on 31-Oct-2024)
An insight into your portfolio composition.
Equity98.52%
Equity Market Cap
Top 5 Sectors of Equity
Banks 55.99%
Capital Markets 19.53%
Finance 12.58%
Insurance 7.2%
Financial Technology (Fintech) 3.22%
Top 5 Companies of Equity
ICICI Bank Limited 19.88%
HDFC Bank Limited 12.08%
Axis Bank Limited 6.99%
State Bank of India 6.42%
HDFC Asset Management Company Limited 4.4%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From Invesco Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| Invesco India Midcap Fund - Growth Option | 6.09% | -1.54% | 12.25% | 45.64% | 28.47% | |
| INVESCO INDIA FOCUSED FUND - Growth | 3.98% | -2.14% | 10.57% | 43.99% | 0% | |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | 5.74% | -3.25% | 10.01% | 40.31% | 21.69% | |
| Invesco India Smallcap Fund - Regular Plan - Growth | 5.51% | -1.09% | 12.88% | 37.75% | 32.09% | |
| Invesco India Infrastructure Fund - Growth Option | 2.7% | -5.51% | -3% | 36.55% | 30.36% | |
| Invesco India Flexi Cap Fund - Growth | 4.19% | -2.88% | 10.4% | 36.36% | 0% | |
| Invesco India Contra Fund - Growth | 1.56% | -6.23% | 7.85% | 32.42% | 22.35% | |
| Invesco India Multicap Fund - Growth Option | 4.34% | -3.95% | 10.18% | 31.12% | 22.93% |
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Chat with usFrequently Asked Questions
What is the current NAV of Invesco India Financial Services Fund - Retail Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Invesco India Financial Services Fund - Retail Growth as of 24-12-2024 is 127.66.
What is the benchmark of Invesco India Financial Services Fund - Retail Growth?
Invesco performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Invesco India Financial Services Fund - Retail Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Invesco India Financial Services Fund - Retail Growth?
The fund's top 5 sectors holdings are Banks, Capital Markets, Finance, Insurance, Financial Technology (Fintech)
How can I redeem my investments in Invesco India Financial Services Fund - Retail Growth?
Redeeming your investments in Invesco India Financial Services Fund - Retail Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Dhimant Kothari, Hiten Jain, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Invesco India Financial Services Fund - Retail Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Invesco India Financial Services Fund - Retail Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Invesco India Financial Services Fund - Retail Growth is Rs 1071.62 Crs. Crs.
Should I invest in Invesco India Financial Services Fund - Retail Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Invesco India Financial Services Fund - Retail Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
