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 06-02-2026

26.2

0.05

CAGR Since Inception

19.71%

BSE 500 TRI 12.34%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Focused Fund - Growth -0.95 22.51 15.77 - 19.71
Benchmark - - - - -
Equity: Focused 7.08 16.4 13.83 14.5 14.22

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

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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 -0.95 11.44 22.51 15.77 0.0
Kotak Focused Fund Reg Gr 05-07-2019 17.11 13.81 17.94 15.12 0.0
ICICI Pru Focused Equity Gr 05-05-2009 16.39 16.99 23.04 19.45 16.82
SBI FOCUSED FUND Reg PLAN Gr 01-10-2004 12.78 16.37 18.86 15.04 15.68
ABSL Focused Gr 05-10-2005 12.55 12.22 17.61 13.92 14.08
HDFC Focused Fund GR 05-09-2004 12.36 15.56 21.78 21.87 16.09
ITI Focused Fund Reg Gr 19-06-2023 11.07 10.9 0.0 0.0 0.0
Nippon India Focused Fund Gr Plan Gr 26-12-2006 10.3 8.85 15.09 14.31 14.82
Old Bridge Focused Fund Reg Gr 24-01-2024 10.12 10.68 0.0 0.0 0.0
Mahindra Manulife Focused Fund Reg Gr 01-11-2020 8.55 9.73 19.59 18.43 0.0

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 0.86 1.03 1.03 - -
Equity: Focused - - - - - -