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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1 | 50.18 | 1.94 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 50.82 | 1.49 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY100 ESG - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India ESG Integration Strategy Fund | 34.71% | 11.64% | 19.20% |
ICICI Pru India Opp Fund | 38.02% | 25.16% | 25.00% |
HDFC Manufacturing Fund | — | — | — |
SBI Innovative Opportunities Fund | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
7.43 %
Holdings
6.37 %
Holdings
5.33 %
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
37
Total AUM
₹ 1,06,779.80 Cr.
Taher Badshah
AUM: ₹29,142.91 Cr.
|
Exp: 18yrs
Amit Nigam
AUM: ₹10,434.87 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%