+91-22-48913909മികച്ച ഇൻവെസ്കോ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022
ഇൻവെസ്കോ എസ്.ഐ.പി അനുയോജ്യമായ ഒരു മാർഗമാണ്മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുക. ദീർഘകാല നിക്ഷേപങ്ങൾക്കായുള്ള ചിട്ടയായ രീതിയാണ് ഇത്സാമ്പത്തിക ലക്ഷ്യങ്ങൾ. ഒരു SIP അല്ലെങ്കിൽ വ്യവസ്ഥാപിതമായിനിക്ഷേപ പദ്ധതി, നിങ്ങൾക്ക് ഒരു നിശ്ചിത ഇടവേളയിൽ ഒരു ചെറിയ തുക നിക്ഷേപിക്കാം. ഏറ്റവും താങ്ങാനാവുന്ന നിക്ഷേപ മാർഗമായതിനാൽ, നിങ്ങൾക്ക് ആരംഭിക്കാംനിക്ഷേപിക്കുന്നു ഒരു SIP-ൽ വെറും 500 രൂപ. നിക്ഷേപകർക്ക് അവരുടെ ദീർഘകാല ലക്ഷ്യങ്ങൾ ആസൂത്രണം ചെയ്യാൻ കഴിയുംവിരമിക്കൽ, ഒരു വീട്/കാർ വാങ്ങൽ, വിവാഹം മുതലായവ, ഒരു SIP ഉപയോഗിച്ച്. നിക്ഷേപിക്കാൻ പദ്ധതിയിടുന്ന നിക്ഷേപകർഇക്വിറ്റി ഫണ്ടുകൾ, ഒരു എസ്‌ഐ‌പിയാണ് നിക്ഷേപിക്കാനുള്ള ഏറ്റവും അനുയോജ്യമായ മാർഗം. അതിന്റെ നിക്ഷേപ ശൈലി കാരണം, ഇത് ഇക്വിറ്റിയുടെ അപകടങ്ങളെ സന്തുലിതമാക്കുന്നുവിപണി.
ഇൻവെസ്കോ എസ്ഐപി മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
SIP-കളുടെ ചില നേട്ടങ്ങൾ ഇവയാണ്:
- രൂപയുടെ ശരാശരി ചെലവ്
- സംയുക്തത്തിന്റെ ശക്തി
- മാർക്കറ്റ് സമയമെടുക്കേണ്ടതില്ല
- ദീർഘകാല സമ്പാദ്യശീലം
നിക്ഷേപകർക്ക് താൽപ്പര്യമുണ്ട്ഒരു എസ്‌ഐപിയിൽ നിക്ഷേപിക്കുക, മികച്ച ഇൻവെസ്കോ എസ്ഐപി ഇതാമ്യൂച്വൽ ഫണ്ടുകൾ ഓഹരി നിക്ഷേപങ്ങൾക്ക്. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.
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ഇക്വിറ്റികൾക്കായുള്ള ഇൻവെസ്കോ മ്യൂച്വൽ ഫണ്ടിന്റെ മികച്ച SIP ഫണ്ടുകൾ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India PSU Equity Fund Growth ₹65.13
↑ 0.38 ₹1,341 500 1.3 10.6 -0.6 30.1 31.3 25.6 Invesco India Mid Cap Fund Growth ₹186.45
↑ 0.96 ₹8,062 500 1.9 20.6 10.5 28.5 28.5 43.1 Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹30.984
↓ -0.57 ₹99 500 1.2 20.9 16.9 27.6 18.8 13.7 Invesco India Infrastructure Fund Growth ₹64.04
↑ 0.15 ₹1,524 500 -1.8 10.1 -5.1 26.3 31 33.2 Invesco India Growth Opportunities Fund Growth ₹104.42
↑ 0.38 ₹8,125 100 2.5 16.6 8.5 25.9 23.8 37.5 Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹20.2796
↓ -0.12 ₹79 500 6 20.3 20.6 21.7 15.9 -5.1 Invesco India Financial Services Fund Growth ₹141.56
↓ -0.04 ₹1,392 100 2.3 9.7 9.5 21.6 21.6 19.8 Invesco India Contra Fund Growth ₹138.29
↑ 0.17 ₹18,981 500 1.5 9.4 0.3 20.6 22.3 30.1 Invesco India Multicap Fund Growth ₹132.41
↓ -0.12 ₹4,043 500 0.3 8.8 -3.5 19.2 22.3 29.8 Invesco India Tax Plan Growth ₹128.55
↓ -0.30 ₹2,787 500 0.8 9.4 -0.8 18.4 18.7 25.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Oct 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Invesco India PSU Equity Fund Invesco India Mid Cap Fund Invesco India Feeder- Invesco Global Equity Income Fund Invesco India Infrastructure Fund Invesco India Growth Opportunities Fund Invesco India Feeder- Invesco Pan European Equity Fund Invesco India Financial Services Fund Invesco India Contra Fund Invesco India Multicap Fund Invesco India Tax Plan Point 1 Bottom quartile AUM (₹1,341 Cr). Upper mid AUM (₹8,062 Cr). Bottom quartile AUM (₹99 Cr). Lower mid AUM (₹1,524 Cr). Top quartile AUM (₹8,125 Cr). Bottom quartile AUM (₹79 Cr). Lower mid AUM (₹1,392 Cr). Highest AUM (₹18,981 Cr). Upper mid AUM (₹4,043 Cr). Upper mid AUM (₹2,787 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (18 yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 3★ (lower mid). Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 31.25% (top quartile). 5Y return: 28.50% (upper mid). 5Y return: 18.79% (bottom quartile). 5Y return: 31.00% (top quartile). 5Y return: 23.76% (upper mid). 5Y return: 15.89% (bottom quartile). 5Y return: 21.58% (lower mid). 5Y return: 22.34% (lower mid). 5Y return: 22.35% (upper mid). 5Y return: 18.66% (bottom quartile). Point 6 3Y return: 30.07% (top quartile). 3Y return: 28.49% (top quartile). 3Y return: 27.60% (upper mid). 3Y return: 26.26% (upper mid). 3Y return: 25.91% (upper mid). 3Y return: 21.69% (lower mid). 3Y return: 21.59% (lower mid). 3Y return: 20.61% (bottom quartile). 3Y return: 19.23% (bottom quartile). 3Y return: 18.44% (bottom quartile). Point 7 1Y return: -0.56% (lower mid). 1Y return: 10.53% (upper mid). 1Y return: 16.91% (top quartile). 1Y return: -5.07% (bottom quartile). 1Y return: 8.51% (upper mid). 1Y return: 20.64% (top quartile). 1Y return: 9.46% (upper mid). 1Y return: 0.28% (lower mid). 1Y return: -3.51% (bottom quartile). 1Y return: -0.81% (bottom quartile). Point 8 Alpha: 5.81 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 11.03 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: -4.77 (bottom quartile). Alpha: 1.30 (upper mid). Alpha: 0.17 (upper mid). Alpha: 1.58 (upper mid). Point 9 Sharpe: -0.58 (bottom quartile). Sharpe: 0.14 (upper mid). Sharpe: 1.00 (top quartile). Sharpe: -0.40 (lower mid). Sharpe: 0.03 (upper mid). Sharpe: 0.63 (top quartile). Sharpe: -0.08 (upper mid). Sharpe: -0.54 (bottom quartile). Sharpe: -0.56 (bottom quartile). Sharpe: -0.52 (lower mid). Point 10 Information ratio: -0.46 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 1.26 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.78 (upper mid). Information ratio: 1.16 (top quartile). Information ratio: 0.12 (upper mid). Information ratio: 0.36 (upper mid). Invesco India PSU Equity Fund
Invesco India Mid Cap Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Infrastructure Fund
Invesco India Growth Opportunities Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Financial Services Fund
Invesco India Contra Fund
Invesco India Multicap Fund
Invesco India Tax Plan
To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Invesco India Global Equity Income Fund) To provide capital appreciation and/or income by investing predominantly
in units of Invesco Global Equity Income Fund, an overseas equity fund which invests primarily in equities of companies worldwide. The Scheme may, at the discretion of Fund Manager, also invest in units of other similar Overseas Mutual Funds with similar objectives, strategy and attributes which may constitute a significant portion of its net assets. Research Highlights for Invesco India Feeder- Invesco Global Equity Income Fund Below is the key information for Invesco India Feeder- Invesco Global Equity Income Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. Research Highlights for Invesco India Infrastructure Fund Below is the key information for Invesco India Infrastructure Fund Returns up to 1 year are on (Erstwhile Invesco India Growth Fund) The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved. Research Highlights for Invesco India Growth Opportunities Fund Below is the key information for Invesco India Growth Opportunities Fund Returns up to 1 year are on (Erstwhile Invesco India Pan European Equity Fund) To generate capital appreciation by investing predominantly in units of Invesco Pan European Equity Fund, an overseas equity fund which invests primarily in equity securities of European companies with an emphasis on larger companies.
The Scheme may, at the discretion of Fund Manager, also invest in units of
other similar Overseas Mutual Funds with similar objectives, strategy and
attributes which may constitute a significant portion of its net assets. Research Highlights for Invesco India Feeder- Invesco Pan European Equity Fund Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund Returns up to 1 year are on (Erstwhile Invesco India Banking Fund) The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services. Research Highlights for Invesco India Financial Services Fund Below is the key information for Invesco India Financial Services Fund Returns up to 1 year are on The investment objective of the Scheme is to generate capital appreciation
through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation through means of contrarian investing. Research Highlights for Invesco India Contra Fund Below is the key information for Invesco India Contra Fund Returns up to 1 year are on (Erstwhile Invesco India Mid N Small Cap Fund) The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies. Research Highlights for Invesco India Multicap Fund Below is the key information for Invesco India Multicap Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Research Highlights for Invesco India Tax Plan Below is the key information for Invesco India Tax Plan Returns up to 1 year are on 1. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (20 Oct 25) ₹65.13 ↑ 0.38 (0.59 %) Net Assets (Cr) ₹1,341 on 31 Aug 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio -0.58 Information Ratio -0.46 Alpha Ratio 5.81 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,713 30 Sep 22 ₹16,205 30 Sep 23 ₹22,862 30 Sep 24 ₹38,870 30 Sep 25 ₹36,848 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month 1% 3 Month 1.3% 6 Month 10.6% 1 Year -0.6% 3 Year 30.1% 5 Year 31.3% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.6% 2023 54.5% 2022 20.5% 2021 31.1% 2020 6.1% 2019 10.1% 2018 -16.9% 2017 24.3% 2016 17.9% 2015 2.5% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0.17 Yr. Sagar Gandhi 1 Jul 25 0.17 Yr. Data below for Invesco India PSU Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Utility 30.07% Industrials 27.52% Financial Services 22.26% Energy 13.52% Basic Materials 4.07% Asset Allocation
Asset Class Value Cash 2.56% Equity 97.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL9% ₹117 Cr 3,178,489 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹114 Cr 1,426,314 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC8% ₹101 Cr 3,085,790 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL7% ₹100 Cr 3,229,041
↓ -216,920 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | POWERGRID7% ₹99 Cr 3,599,413 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL7% ₹98 Cr 226,465 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN7% ₹91 Cr 8,790,786
↑ 2,879,063 NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC4% ₹59 Cr 7,649,437 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 23 | GAIL4% ₹53 Cr 3,089,630 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | RECLTD4% ₹52 Cr 1,485,615 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (20 Oct 25) ₹186.45 ↑ 0.96 (0.52 %) Net Assets (Cr) ₹8,062 on 31 Aug 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.14 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,993 30 Sep 22 ₹16,218 30 Sep 23 ₹20,052 30 Sep 24 ₹32,068 30 Sep 25 ₹32,954 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month 0.9% 3 Month 1.9% 6 Month 20.6% 1 Year 10.5% 3 Year 28.5% 5 Year 28.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.81 Yr. Amit Ganatra 1 Sep 23 2 Yr. Data below for Invesco India Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 30.14% Health Care 18.68% Consumer Cyclical 17.28% Industrials 11.33% Real Estate 7.58% Technology 7.55% Basic Materials 5.07% Communication Services 1.53% Asset Allocation
Asset Class Value Cash 0.84% Equity 99.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹400 Cr 9,763,728
↑ 1,008,324 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹366 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹340 Cr 2,179,545
↑ 147,923 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL4% ₹325 Cr 2,031,299
↑ 14,403 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK4% ₹323 Cr 1,676,417 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹322 Cr 463,277 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹318 Cr 1,519,233 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT4% ₹309 Cr 583,431
↑ 142,280 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK3% ₹280 Cr 14,592,638 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | AUBANK3% ₹280 Cr 3,893,254
↑ 2,304,000 3. Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (17 Oct 25) ₹30.984 ↓ -0.57 (-1.79 %) Net Assets (Cr) ₹99 on 31 Aug 25 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio 1 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹13,488 30 Sep 22 ₹11,754 30 Sep 23 ₹15,946 30 Sep 24 ₹20,941 30 Sep 25 ₹24,932 Returns for Invesco India Feeder- Invesco Global Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month -1.2% 3 Month 1.2% 6 Month 20.9% 1 Year 16.9% 3 Year 27.6% 5 Year 18.8% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.7% 2023 27% 2022 -2.1% 2021 21% 2020 7.3% 2019 24.7% 2018 -7.5% 2017 13.2% 2016 2.6% 2015 4% Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 0.5 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 24.95% Technology 18.32% Financial Services 16.22% Consumer Cyclical 6.76% Health Care 6.16% Consumer Defensive 5.61% Real Estate 3.37% Communication Services 2.11% Energy 2.02% Basic Materials 1.57% Asset Allocation
Asset Class Value Cash 7.95% Equity 87.1% Other 4.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -94% ₹93 Cr 61,811
↑ 18,572 Triparty Repo
CBLO/Reverse Repo | -6% ₹6 Cr Net Receivables / (Payables)
CBLO | -0% ₹0 Cr 4. Invesco India Infrastructure Fund
Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (20 Oct 25) ₹64.04 ↑ 0.15 (0.23 %) Net Assets (Cr) ₹1,524 on 31 Aug 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio -0.4 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,896 30 Sep 22 ₹18,800 30 Sep 23 ₹24,462 30 Sep 24 ₹40,508 30 Sep 25 ₹36,844 Returns for Invesco India Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month -1.6% 3 Month -1.8% 6 Month 10.1% 1 Year -5.1% 3 Year 26.3% 5 Year 31% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 33.2% 2023 51.1% 2022 2.3% 2021 55.4% 2020 16.2% 2019 6.1% 2018 -15.8% 2017 48.1% 2016 0.8% 2015 -2.6% Fund Manager information for Invesco India Infrastructure Fund
Name Since Tenure Amit Nigam 3 Sep 20 5 Yr. Sagar Gandhi 1 Mar 25 0.5 Yr. Data below for Invesco India Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 55.7% Basic Materials 9.88% Consumer Cyclical 8.42% Communication Services 6.21% Health Care 5.03% Utility 5.01% Real Estate 4.77% Technology 2.97% Energy 1.8% Asset Allocation
Asset Class Value Cash 0.21% Equity 99.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL6% ₹95 Cr 501,000
↓ -20,351 Delhivery Ltd (Industrials)
Equity, Since 31 Aug 24 | 5435295% ₹80 Cr 1,698,708 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO5% ₹71 Cr 126,000
↑ 60,903 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 24 | APOLLOHOSP5% ₹71 Cr 93,000
↑ 34,098 Supreme Industries Ltd (Industrials)
Equity, Since 30 Apr 24 | SUPREMEIND4% ₹59 Cr 132,105
↓ -14,727 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Jul 23 | RAMCOCEM4% ₹57 Cr 540,000
↑ 91,088 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | ZFCVINDIA3% ₹53 Cr 37,441
↑ 303 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390063% ₹50 Cr 35,841 Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Sep 20 | HONAUT3% ₹46 Cr 11,850
↓ -142 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | POWERGRID3% ₹45 Cr 1,650,305 5. Invesco India Growth Opportunities Fund
Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (20 Oct 25) ₹104.42 ↑ 0.38 (0.37 %) Net Assets (Cr) ₹8,125 on 31 Aug 25 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.03 Information Ratio 1.26 Alpha Ratio 11.03 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹14,981 30 Sep 22 ₹14,705 30 Sep 23 ₹17,365 30 Sep 24 ₹27,973 30 Sep 25 ₹28,281 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month 0.7% 3 Month 2.5% 6 Month 16.6% 1 Year 8.5% 3 Year 25.9% 5 Year 23.8% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.5% 2023 31.6% 2022 -0.4% 2021 29.7% 2020 13.3% 2019 10.7% 2018 -0.2% 2017 39.6% 2016 3.3% 2015 3.8% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.81 Yr. Amit Ganatra 21 Jan 22 3.61 Yr. Data below for Invesco India Growth Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 27.29% Consumer Cyclical 20.16% Health Care 20.02% Industrials 13.09% Real Estate 6.87% Technology 5.99% Basic Materials 4.33% Communication Services 1.69% Asset Allocation
Asset Class Value Cash 0.56% Equity 99.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TRENT5% ₹432 Cr 815,029 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433205% ₹430 Cr 13,689,301
↑ 1,720,863 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO5% ₹422 Cr 747,445
↑ 32,614 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | 5432205% ₹420 Cr 3,641,271
↑ 322,602 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹365 Cr 8,909,867 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE4% ₹353 Cr 4,283,799
↑ 1,156,100 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN4% ₹348 Cr 2,449,413
↑ 35,677 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE4% ₹331 Cr 1,580,775 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE4% ₹299 Cr 1,914,877 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF4% ₹291 Cr 13,404,597 6. Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (17 Oct 25) ₹20.2796 ↓ -0.12 (-0.59 %) Net Assets (Cr) ₹79 on 31 Aug 25 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 0.95 Sharpe Ratio 0.63 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹13,583 30 Sep 22 ₹11,189 30 Sep 23 ₹15,652 30 Sep 24 ₹18,071 30 Sep 25 ₹21,225 Returns for Invesco India Feeder- Invesco Pan European Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month 0.9% 3 Month 6% 6 Month 20.3% 1 Year 20.6% 3 Year 21.7% 5 Year 15.9% 10 Year 15 Year Since launch 6.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -5.1% 2023 20.5% 2022 1.6% 2021 16.6% 2020 1.6% 2019 17.2% 2018 -11.2% 2017 14.8% 2016 -0.2% 2015 0.6% Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 0.5 Yr. Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 22.66% Financial Services 19.54% Health Care 11.88% Basic Materials 8.92% Technology 6.1% Energy 6.09% Consumer Defensive 5.99% Utility 4.83% Consumer Cyclical 4.15% Communication Services 3.33% Real Estate 1.28% Asset Allocation
Asset Class Value Cash 5.16% Equity 94.76% Debt 0.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Pan European Equity C EUR Acc
Investment Fund | -98% ₹78 Cr 226,766
↑ 45,111 Triparty Repo
CBLO/Reverse Repo | -2% ₹2 Cr Net Receivables / (Payables)
CBLO | -0% ₹0 Cr 7. Invesco India Financial Services Fund
Invesco India Financial Services Fund
Growth Launch Date 14 Jul 08 NAV (20 Oct 25) ₹141.56 ↓ -0.04 (-0.03 %) Net Assets (Cr) ₹1,392 on 31 Aug 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio -0.08 Information Ratio 0.78 Alpha Ratio -4.77 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,240 30 Sep 22 ₹15,582 30 Sep 23 ₹18,833 30 Sep 24 ₹26,403 30 Sep 25 ₹27,224 Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month 3.3% 3 Month 2.3% 6 Month 9.7% 1 Year 9.5% 3 Year 21.6% 5 Year 21.6% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.8% 2023 26% 2022 12.8% 2021 14% 2020 2.4% 2019 21.2% 2018 -0.3% 2017 45.2% 2016 10.4% 2015 -2.1% Fund Manager information for Invesco India Financial Services Fund
Name Since Tenure Hiten Jain 19 May 20 5.29 Yr. Data below for Invesco India Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 95.76% Technology 1.94% Health Care 1.07% Asset Allocation
Asset Class Value Cash 1.22% Equity 98.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK21% ₹297 Cr 2,125,794
↑ 102,031 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK19% ₹270 Cr 2,838,202 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK5% ₹68 Cr 645,964 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN5% ₹67 Cr 838,841 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX5% ₹63 Cr 85,476 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | KARURVYSYA4% ₹50 Cr 2,337,567
↓ -01 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN3% ₹46 Cr 325,622 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCAMC3% ₹43 Cr 78,652 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433903% ₹36 Cr 202,712 Shriram Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | SHRIRAMFIN2% ₹33 Cr 562,890 8. Invesco India Contra Fund
Invesco India Contra Fund
Growth Launch Date 11 Apr 07 NAV (20 Oct 25) ₹138.29 ↑ 0.17 (0.12 %) Net Assets (Cr) ₹18,981 on 31 Aug 25 Category Equity - Contra AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.54 Information Ratio 1.16 Alpha Ratio 1.3 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,684 30 Sep 22 ₹15,868 30 Sep 23 ₹18,823 30 Sep 24 ₹28,862 30 Sep 25 ₹27,105 Returns for Invesco India Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month 0.3% 3 Month 1.5% 6 Month 9.4% 1 Year 0.3% 3 Year 20.6% 5 Year 22.3% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 30.1% 2023 28.8% 2022 3.8% 2021 29.6% 2020 21.2% 2019 5.9% 2018 -3.3% 2017 45.6% 2016 6.7% 2015 4% Fund Manager information for Invesco India Contra Fund
Name Since Tenure Amit Ganatra 1 Dec 23 1.75 Yr. Taher Badshah 13 Jan 17 8.64 Yr. Data below for Invesco India Contra Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 30.48% Consumer Cyclical 17.63% Health Care 13.47% Technology 10% Industrials 9.85% Basic Materials 4.41% Consumer Defensive 3.98% Communication Services 2% Real Estate 1.64% Energy 1.27% Utility 0.05% Asset Allocation
Asset Class Value Cash 2.19% Equity 97.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK7% ₹1,417 Cr 14,891,768 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK7% ₹1,269 Cr 9,076,843 Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY5% ₹891 Cr 6,064,472 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433204% ₹734 Cr 23,382,312 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M4% ₹685 Cr 2,141,610 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT3% ₹663 Cr 1,841,896
↑ 117,200 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | AXISBANK3% ₹544 Cr 5,201,150 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Mar 24 | APOLLOHOSP3% ₹542 Cr 711,861 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE2% ₹407 Cr 2,357,575 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901572% ₹380 Cr 2,628,845 9. Invesco India Multicap Fund
Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (20 Oct 25) ₹132.41 ↓ -0.12 (-0.09 %) Net Assets (Cr) ₹4,043 on 31 Aug 25 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio -0.56 Information Ratio 0.12 Alpha Ratio 0.17 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,671 30 Sep 22 ₹16,256 30 Sep 23 ₹19,574 30 Sep 24 ₹28,935 30 Sep 25 ₹26,669 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month -0.3% 3 Month 0.3% 6 Month 8.8% 1 Year -3.5% 3 Year 19.2% 5 Year 22.3% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 29.8% 2023 31.8% 2022 -2.2% 2021 40.7% 2020 18.8% 2019 4.6% 2018 -12.5% 2017 46.2% 2016 0.7% 2015 6.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 5 Yr. Taher Badshah 1 Jul 25 0.17 Yr. Manish Poddar 1 Jul 25 0.17 Yr. Data below for Invesco India Multicap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 26% Consumer Cyclical 21.33% Industrials 15.82% Health Care 11.19% Technology 9.56% Basic Materials 6.51% Consumer Defensive 3.18% Real Estate 2.88% Communication Services 2.67% Asset Allocation
Asset Class Value Cash 0.84% Equity 99.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹174 Cr 1,244,742
↓ -134,105 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | TRENT4% ₹163 Cr 307,294 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN3% ₹133 Cr 933,414 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON3% ₹127 Cr 76,338
↑ 11,149 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5433203% ₹123 Cr 3,907,652 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901573% ₹108 Cr 746,084 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK3% ₹107 Cr 1,119,214
↓ -394,280 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5433082% ₹92 Cr 1,270,047
↑ 471,171 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 23 | MCX2% ₹90 Cr 122,043 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M2% ₹86 Cr 267,885 10. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (20 Oct 25) ₹128.55 ↓ -0.30 (-0.23 %) Net Assets (Cr) ₹2,787 on 31 Aug 25 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.52 Information Ratio 0.36 Alpha Ratio 1.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,635 30 Sep 22 ₹14,430 30 Sep 23 ₹17,124 30 Sep 24 ₹24,860 30 Sep 25 ₹23,370 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month -0.6% 3 Month 0.8% 6 Month 9.4% 1 Year -0.8% 3 Year 18.4% 5 Year 18.7% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.2% 2023 30.9% 2022 -7.7% 2021 32.6% 2020 19.2% 2019 9.4% 2018 -1.3% 2017 35.7% 2016 3.4% 2015 5.8% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Amit Nigam 3 Sep 20 5 Yr. Deepesh Kashyap 1 Jul 25 0.17 Yr. Data below for Invesco India Tax Plan as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 24.46% Financial Services 22.27% Industrials 15.7% Technology 10.95% Health Care 8.73% Basic Materials 4.93% Real Estate 4.91% Consumer Defensive 3.94% Communication Services 2.24% Utility 1.55% Asset Allocation
Asset Class Value Cash 0.32% Equity 99.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK6% ₹164 Cr 1,728,162 Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY5% ₹142 Cr 965,480 LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM3% ₹86 Cr 167,960 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK3% ₹82 Cr 589,056 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE3% ₹80 Cr 911,349 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Sep 24 | BECTORFOOD3% ₹75 Cr 540,000
↑ 133,287 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY3% ₹74 Cr 1,803,333 Blue Star Ltd (Industrials)
Equity, Since 31 Jan 24 | BLUESTARCO3% ₹72 Cr 381,886 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Nov 22 | APOLLOHOSP3% ₹71 Cr 93,000
↑ 40,055 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | JUBLFOOD3% ₹70 Cr 1,116,348
↑ 60,000
SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?
നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.
SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ
എസ്ഐപി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി ഒരാൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്ഐപി നിക്ഷേപ തുക (ലക്ഷ്യം), എത്ര വർഷം നിക്ഷേപം ആവശ്യമാണ്, പ്രതീക്ഷിക്കുന്നത് തുടങ്ങിയ ഇൻപുട്ടുകൾ എടുക്കുന്നു.പണപ്പെരുപ്പം നിരക്കുകളും (ഒരാൾ ഇത് കണക്കിലെടുക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP റിട്ടേണുകൾ ഒരാൾക്ക് കണക്കാക്കാം!
നിങ്ങൾ 10 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ എന്ന് കരുതുക.000 10 വർഷത്തേക്ക്, നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് കാണുക-
പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ
നിക്ഷേപ കാലയളവ്: 10 വർഷം
നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ
ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%
അനുസരിച്ച് പ്രതീക്ഷിക്കുന്ന വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: 27,86,573 രൂപ
മൊത്ത ലാഭം: INR 15,86,573 (സമ്പൂർണ്ണ റിട്ടേൺ= 132.2%)
നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (മൊത്തം INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. അത് ഗംഭീരമല്ലേ!
ഇൻവെസ്കോ മ്യൂച്വൽ ഫണ്ടിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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Research Highlights for Invesco India PSU Equity Fund