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Invesco India PSU Equity Fund(IDCW)

IDCW
EquityThematic Fund
Small-size FundAssets Under Mgmt: ₹ 383 Cr
Very High RiskPrinciple investment will be at very high risk
21.482.68% (+0.56)

Price Chart

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Returns
0.00%
1M
6M
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Max
SIP
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1M
6M
1Y
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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has not been able to generate better price return than bank FD

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityThematic Fund
Small-size FundAssets Under Mgmt: ₹ 383 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
1.08
No LabelNo Label
15.92
No LabelNo Label
0.43
No LabelNo Label
0.87
No LabelNo Label
37.99
No LabelNo Label
0.27

About Thematic Fund

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.

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
Nil upto 10% of units and 1% for above the limits on or before 1Y Nil after 1Y
Min. SIPMin. SIP
₹ 500
Min. LumpsumMin. Lumpsum
₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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Fund ManagerRead more 

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#Funds: 3

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#Funds: 5

Know More

AMC profile

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

    35

  • Total AUM

    ₹ 42,196.05 Cr.

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