Invesco India Focused Fund - Growth

Fund House: Invesco Mutual Fund

Category: Equity: Focused

Status: Open Ended Schemes

Launch Date: 08-09-2020

Minimum Investment: 1000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: BSE 500 TRI

Total Assets: 4911.87 As on (31-12-2025)

Expense Ratio: 1.83% As on (31-12-2025)

Turn over: 81.00% | Exit Load: If upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment - Nil . For any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment - 1%. If units are redeemed or switched-out after 1 year from the date of allotment - Nil .

NAV as on 16-01-2026

26.06

-0.14

CAGR Since Inception

19.82%

BSE 500 TRI 12.38%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Focused Fund - Growth -2.47 21.06 16.37 - 19.82
Benchmark - - - - -
Equity: Focused 7.17 16.23 14.63 14.44 14.42

Funds Manager

Mr. Taher Badshah, Mr. Hiten Jain

RETURNS CALCULATORS for Invesco India Focused Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Invesco India Focused Fund - Growth

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of Invesco India Focused Fund - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Invesco India Focused Gr 08-09-2020 -2.47 11.83 21.06 16.37 0.0
ICICI Pru Focused Equity Gr 05-05-2009 18.84 19.19 23.13 20.17 17.07
Kotak Focused Fund Reg Gr 05-07-2019 16.08 13.58 17.65 15.84 0.0
SBI FOCUSED FUND Reg PLAN Gr 01-10-2004 15.27 15.38 18.79 16.17 15.65
HDFC Focused Fund GR 05-09-2004 12.93 15.98 21.3 22.97 15.5
ITI Focused Fund Reg Gr 19-06-2023 12.61 14.54 0.0 0.0 0.0
ABSL Focused Gr 05-10-2005 12.32 13.15 17.41 14.6 14.08
Nippon India Focused Fund Gr Plan Gr 26-12-2006 11.0 8.64 15.29 16.01 14.48
Old Bridge Focused Fund Reg Gr 24-01-2024 10.79 0.0 0.0 0.0 0.0
DSP Focused Fund Reg Gr 10-06-2010 9.41 11.73 19.68 13.81 13.3

Asset Allocation (%)

Key Performance and Risk Statistics of Invesco India Focused Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Invesco India Focused Fund - Growth 14.15 1.0 4.09 1.0 - -
Equity: Focused - - - - - -