Invesco India ESG Equity Fund - Growth
Category: Equity: Thematic-ESG
Launch Date: 18-03-2021
AUM:
₹ 549.85 Cr
Expense Ratio
2.41%
Benchmark
NIFTY 100 ESG TRI
ISIN
INF205KA1304
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Taher Badshah, Amit Nigam
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Invesco India ESG Equity Fund - Growth | 30.51 | 16.34 | - |
| NIFTY 100 ESG TRI | 29.92 | 15.61 | 17.38 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
15.7
Last change
0.1 (0.6369%)
Fund Size (AUM)
₹ 549.85 Cr
Performance
15.48% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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) criteria as defined by our proprietary investment framework.
Fund Manager
Taher Badshah, Amit Nigam
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Tata Consultancy Services Ltd. | 6.74 |
| HDFC Bank Ltd. | 6.13 |
| ICICI Bank Ltd. | 6.07 |
| Infosys Ltd. | 5.45 |
| Axis Bank Ltd. | 3.72 |
| Bharti Airtel Ltd. | 3.46 |
| Manorama Industries Ltd. | 3.25 |
| Mankind Pharma Ltd. | 3.24 |
| REC Ltd. | 3.03 |
| Indusind Bank Ltd. | 2.97 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 28.06 |
| Technology | 15.92 |
| Healthcare | 10.46 |
| Capital Goods | 9.76 |
| Automobile | 9.04 |
| Services | 7.76 |
| Consumer Staples | 5.65 |
| Energy | 5.65 |
| Communication | 3.46 |
| Consumer Discretionary | 2.92 |