+91-22-48913909ਸਰਬੋਤਮ ਇਨਵੇਸਕੋ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022
ਇਨਵੇਸਕੋ SIP ਕਰਨ ਲਈ ਇੱਕ ਆਦਰਸ਼ ਤਰੀਕਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ. ਇਹ ਲੰਬੀ-ਅਵਧੀ ਦੇ ਨਿਵੇਸ਼ਾਂ ਲਈ ਇੱਕ ਯੋਜਨਾਬੱਧ ਢੰਗ ਹੈ ਅਤੇ ਤੁਹਾਡੇ ਨੂੰ ਪੂਰਾ ਕਰਨ ਲਈ ਵੀਵਿੱਤੀ ਟੀਚੇ. ਇੱਕ SIP ਜਾਂ ਪ੍ਰਣਾਲੀਗਤ ਵਿੱਚਨਿਵੇਸ਼ ਯੋਜਨਾ, ਤੁਸੀਂ ਇੱਕ ਨਿਰਧਾਰਤ ਅੰਤਰਾਲ 'ਤੇ ਥੋੜ੍ਹੀ ਜਿਹੀ ਰਕਮ ਦਾ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹੋ। ਨਿਵੇਸ਼ ਦਾ ਸਭ ਤੋਂ ਕਿਫਾਇਤੀ ਸਾਧਨ ਹੋਣ ਕਰਕੇ, ਤੁਸੀਂ ਸ਼ੁਰੂ ਕਰ ਸਕਦੇ ਹੋਨਿਵੇਸ਼ ਸਿਰਫ਼ INR 500 ਦੇ ਨਾਲ ਇੱਕ SIP ਵਿੱਚ। ਨਿਵੇਸ਼ਕ ਆਪਣੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਟੀਚਿਆਂ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨ ਜਿਵੇਂ ਕਿਸੇਵਾਮੁਕਤੀ, ਇੱਕ ਘਰ/ਕਾਰ ਦੀ ਖਰੀਦ, ਵਿਆਹ, ਆਦਿ, ਇੱਕ SIP ਨਾਲ। ਨਿਵੇਸ਼ਕ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹਨਇਕੁਇਟੀ ਫੰਡ, ਇੱਕ SIP ਦੁਆਰਾ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਆਦਰਸ਼ ਤਰੀਕਾ ਹੈ। ਇਸਦੀ ਨਿਵੇਸ਼ ਸ਼ੈਲੀ ਦੇ ਕਾਰਨ, ਇਹ ਇਕੁਇਟੀ ਦੀਆਂ ਕਮੀਆਂ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਦਾ ਹੈਬਜ਼ਾਰ.
ਇਨਵੇਸਕੋ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?
SIP ਦੇ ਕੁਝ ਫਾਇਦੇ ਹਨ:
- ਰੁਪਏ ਦੀ ਔਸਤ ਲਾਗਤ
- ਮਿਸ਼ਰਿਤ ਕਰਨ ਦੀ ਸ਼ਕਤੀ
- ਮਾਰਕੀਟ ਨੂੰ ਸਮਾਂ ਦੇਣ ਦੀ ਕੋਈ ਲੋੜ ਨਹੀਂ
- ਲੰਬੇ ਸਮੇਂ ਦੀ ਬੱਚਤ ਦੀ ਆਦਤ
ਨਿਵੇਸ਼ਕ ਚਾਹਵਾਨ ਹਨਇੱਕ SIP ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ, ਇੱਥੇ ਸਭ ਤੋਂ ਵਧੀਆ Invesco SIP ਹਨਮਿਉਚੁਅਲ ਫੰਡ ਇਕੁਇਟੀ ਨਿਵੇਸ਼ਾਂ ਲਈ. ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।
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ਇਕੁਇਟੀਜ਼ ਲਈ ਇਨਵੇਸਕੋ ਮਿਉਚੁਅਲ ਫੰਡ ਦੁਆਰਾ ਵਧੀਆ SIP ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹37.2571
↑ 0.17 ₹312 500 1.8 15.3 19 23.1 16.6 23.8 Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹26.5739
↓ -0.03 ₹230 500 3.4 18.1 31.8 21.6 15.1 42.5 Invesco India Mid Cap Fund Growth ₹192.55
↓ -2.27 ₹14,721 500 -0.5 19.6 8.9 21.3 17.7 6.3 Invesco India Growth Opportunities Fund Growth ₹106.79
↓ -1.35 ₹12,387 100 -0.7 19.9 7.7 20.6 15.2 4.7 Invesco India Infrastructure Fund Growth ₹65.63
↓ -0.83 ₹1,548 500 -5.4 19.3 4.8 16.8 16.9 -7.1 Invesco India PSU Equity Fund Growth ₹61.92
↓ -1.28 ₹1,448 500 -5.3 0.8 -1.3 16.5 18.4 10.3 Invesco India Financial Services Fund Growth ₹138.54
↓ -2.08 ₹1,896 100 -6.4 5.7 4 14.5 11.5 15.1 Invesco India Contra Fund Growth ₹129.6
↓ -2.10 ₹20,644 500 -2.5 8.5 -2 12.1 11.1 3.1 Invesco India Largecap Fund Growth ₹69.29
↓ -1.11 ₹2,021 100 -2 10.4 1.3 11.6 9.1 5.5 Invesco India Multicap Fund Growth ₹128.04
↓ -1.91 ₹4,529 500 -0.3 16 0.7 11.2 10 -6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Invesco India Feeder- Invesco Global Equity Income Fund Invesco India Feeder- Invesco Pan European Equity Fund Invesco India Mid Cap Fund Invesco India Growth Opportunities Fund Invesco India Infrastructure Fund Invesco India PSU Equity Fund Invesco India Financial Services Fund Invesco India Contra Fund Invesco India Largecap Fund Invesco India Multicap Fund Point 1 Bottom quartile AUM (₹312 Cr). Bottom quartile AUM (₹230 Cr). Top quartile AUM (₹14,721 Cr). Upper mid AUM (₹12,387 Cr). Lower mid AUM (₹1,548 Cr). Bottom quartile AUM (₹1,448 Cr). Lower mid AUM (₹1,896 Cr). Highest AUM (₹20,644 Cr). Upper mid AUM (₹2,021 Cr). Upper mid AUM (₹4,529 Cr). Point 2 Established history (12+ yrs). Established history (12+ yrs). Oldest track record among peers (19 yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (17+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.62% (upper mid). 5Y return: 15.15% (lower mid). 5Y return: 17.75% (top quartile). 5Y return: 15.20% (upper mid). 5Y return: 16.92% (upper mid). 5Y return: 18.45% (top quartile). 5Y return: 11.49% (lower mid). 5Y return: 11.11% (bottom quartile). 5Y return: 9.09% (bottom quartile). 5Y return: 10.02% (bottom quartile). Point 6 3Y return: 23.12% (top quartile). 3Y return: 21.59% (top quartile). 3Y return: 21.26% (upper mid). 3Y return: 20.56% (upper mid). 3Y return: 16.82% (upper mid). 3Y return: 16.48% (lower mid). 3Y return: 14.53% (lower mid). 3Y return: 12.14% (bottom quartile). 3Y return: 11.62% (bottom quartile). 3Y return: 11.19% (bottom quartile). Point 7 1Y return: 19.01% (top quartile). 1Y return: 31.83% (top quartile). 1Y return: 8.86% (upper mid). 1Y return: 7.68% (upper mid). 1Y return: 4.81% (upper mid). 1Y return: -1.29% (bottom quartile). 1Y return: 4.03% (lower mid). 1Y return: -1.96% (bottom quartile). 1Y return: 1.26% (lower mid). 1Y return: 0.68% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 4.86 (upper mid). Alpha: 0.00 (lower mid). Alpha: -4.28 (bottom quartile). Alpha: 8.61 (top quartile). Alpha: -0.09 (bottom quartile). Alpha: 6.54 (top quartile). Alpha: -1.63 (bottom quartile). Point 9 Sharpe: 1.04 (top quartile). Sharpe: 1.76 (top quartile). Sharpe: 0.29 (upper mid). Sharpe: 0.41 (upper mid). Sharpe: 0.25 (lower mid). Sharpe: 0.27 (lower mid). Sharpe: 0.47 (upper mid). Sharpe: 0.03 (bottom quartile). Sharpe: 0.25 (bottom quartile). Sharpe: 0.10 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 1.22 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: -0.55 (bottom quartile). Information ratio: 0.95 (upper mid). Information ratio: 0.88 (upper mid). Information ratio: 0.98 (top quartile). Information ratio: -0.03 (bottom quartile). Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Mid Cap Fund
Invesco India Growth Opportunities Fund
Invesco India Infrastructure Fund
Invesco India PSU Equity Fund
Invesco India Financial Services Fund
Invesco India Contra Fund
Invesco India Largecap Fund
Invesco India Multicap Fund
(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. Below is the key information for Invesco India Feeder- Invesco Global Equity Income 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 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 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 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 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. Research Highlights for Invesco India PSU Equity Fund Below is the key information for Invesco India PSU 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 Business Leaders Fund) To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. 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. Research Highlights for Invesco India Largecap Fund Below is the key information for Invesco India Largecap 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 1. Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (28 Sep 26) ₹37.2571 ↑ 0.17 (0.46 %) Net Assets (Cr) ₹312 on 31 Aug 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.33 Sharpe Ratio 1.04 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 31 Aug 21 ₹10,000 31 Aug 22 ₹9,533 31 Aug 23 ₹12,068 31 Aug 24 ₹14,948 31 Aug 25 ₹18,025 31 Aug 26 ₹22,358 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 28 Sep 26 Duration Returns 1 Month -4.4% 3 Month 1.8% 6 Month 15.3% 1 Year 19% 3 Year 23.1% 5 Year 16.6% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 23.8% 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% Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 1.5 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 21.76% Industrials 20.63% Technology 11.99% Consumer Cyclical 10.15% Health Care 7.9% Basic Materials 6.22% Consumer Defensive 5.8% Energy 2.12% Communication Services 1.61% Real Estate 1.6% Asset Allocation
Asset Class Value Cash 5.26% Equity 89.78% Debt 0.01% Other 4.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -96% ₹300 Cr 157,432 Triparty Repo
CBLO/Reverse Repo | -4% ₹12 Cr Net Receivables / (Payables)
Net Current Assets | -0% ₹0 Cr 2. Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (28 Sep 26) ₹26.5739 ↓ -0.03 (-0.10 %) Net Assets (Cr) ₹230 on 31 Aug 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 0.93 Sharpe Ratio 1.76 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 31 Aug 21 ₹10,000 31 Aug 22 ₹8,801 31 Aug 23 ₹11,586 31 Aug 24 ₹12,933 31 Aug 25 ₹14,868 31 Aug 26 ₹20,446 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 28 Sep 26 Duration Returns 1 Month -3.6% 3 Month 3.4% 6 Month 18.1% 1 Year 31.8% 3 Year 21.6% 5 Year 15.1% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis
Year Returns 2025 42.5% 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% Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 1.5 Yr. Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 25.57% Financial Services 22.37% Technology 9.07% Health Care 8.4% Consumer Defensive 7.76% Basic Materials 6.54% Energy 6.24% Utility 4.22% Consumer Cyclical 3.36% Communication Services 2.62% Asset Allocation
Asset Class Value Cash 3.86% Equity 96.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Pan European Equity C EUR Acc
Investment Fund | -97% ₹222 Cr 463,645 Triparty Repo
CBLO/Reverse Repo | -3% ₹8 Cr Net Receivables / (Payables)
Net Current Assets | -0% ₹0 Cr 3. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (28 Sep 26) ₹192.55 ↓ -2.27 (-1.17 %) Net Assets (Cr) ₹14,721 on 31 Jul 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.29 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 31 Aug 21 ₹10,000 31 Aug 22 ₹10,702 31 Aug 23 ₹13,026 31 Aug 24 ₹20,065 31 Aug 25 ₹21,554 31 Aug 26 ₹24,732 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -4.3% 3 Month -0.5% 6 Month 19.6% 1 Year 8.9% 3 Year 21.3% 5 Year 17.7% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 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% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.81 Yr. Data below for Invesco India Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 25.51% Health Care 24.09% Consumer Cyclical 18.62% Industrials 14.34% Real Estate 9.23% Basic Materials 3.03% Utility 1.77% Technology 1.52% Asset Allocation
Asset Class Value Cash 1.89% Equity 98.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE7% ₹1,156 Cr 7,081,528
↑ 561,554 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH7% ₹1,034 Cr 9,926,227
↑ 1,599,609 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹951 Cr 26,659,590
↑ 335,790 Meesho Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | MEESHO5% ₹770 Cr 37,475,229 Manipal Health Enterprises Ltd (Healthcare)
Equity, Since 31 Jul 26 | MANIPALHOS5% ₹754 Cr 9,878,758
↑ 8,611,733 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹677 Cr 4,577,395 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL4% ₹668 Cr 20,352,364 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406114% ₹645 Cr 5,936,790 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹631 Cr 19,652,291
↑ 1,633,291 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK4% ₹623 Cr 6,129,063
↑ 222,122 4. Invesco India Growth Opportunities Fund
Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (28 Sep 26) ₹106.79 ↓ -1.35 (-1.25 %) Net Assets (Cr) ₹12,387 on 31 Aug 26 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.71 Sharpe Ratio 0.41 Information Ratio 1.22 Alpha Ratio 4.86 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 31 Aug 21 ₹10,000 31 Aug 22 ₹10,269 31 Aug 23 ₹11,812 31 Aug 24 ₹18,457 31 Aug 25 ₹19,408 31 Aug 26 ₹21,935 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -4.3% 3 Month -0.7% 6 Month 19.9% 1 Year 7.7% 3 Year 20.6% 5 Year 15.2% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.7% 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% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.81 Yr. Data below for Invesco India Growth Opportunities Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 25.02% Health Care 22.3% Industrials 19.18% Consumer Cyclical 19.1% Real Estate 7.69% Basic Materials 2.18% Communication Services 1.81% Energy 1.1% Utility 1.06% Technology 0.43% Asset Allocation
Asset Class Value Cash 0.12% Equity 99.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | ETERNAL8% ₹1,022 Cr 31,143,612 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO8% ₹939 Cr 1,793,923
↑ 187,744 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK7% ₹929 Cr 6,389,237
↑ 608,480 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH7% ₹823 Cr 7,896,916 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE5% ₹625 Cr 4,283,799 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE5% ₹615 Cr 3,763,037 ABB India Ltd (Industrials)
Equity, Since 30 Jun 23 | ABB5% ₹574 Cr 751,266 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002514% ₹454 Cr 1,577,268
↓ -56,415 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK3% ₹392 Cr 10,987,013 Aditya Infotech Ltd (Industrials)
Equity, Since 31 Aug 25 | CPPLUS3% ₹367 Cr 1,028,145 5. Invesco India Infrastructure Fund
Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (28 Sep 26) ₹65.63 ↓ -0.83 (-1.25 %) Net Assets (Cr) ₹1,548 on 31 Aug 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio 0.25 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 31 Aug 21 ₹10,000 31 Aug 22 ₹11,206 31 Aug 23 ₹13,790 31 Aug 24 ₹23,229 31 Aug 25 ₹21,540 31 Aug 26 ₹23,580 Returns for Invesco India Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -5% 3 Month -5.4% 6 Month 19.3% 1 Year 4.8% 3 Year 16.8% 5 Year 16.9% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -7.1% 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% Fund Manager information for Invesco India Infrastructure Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 1.5 Yr. Data below for Invesco India Infrastructure Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 75.09% Basic Materials 5.68% Technology 5.11% Real Estate 3.01% Consumer Cyclical 2.64% Energy 2.51% Communication Services 1.92% Asset Allocation
Asset Class Value Cash 4.05% Equity 95.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Sep 20 | HONAUT9% ₹140 Cr 39,388 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT8% ₹123 Cr 303,368
↑ 76,428 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 25 | SCHNEIDER5% ₹80 Cr 659,223 ABB India Ltd (Industrials)
Equity, Since 31 Jul 22 | ABB4% ₹62 Cr 81,663
↓ -5,552 Grindwell Norton Ltd (Industrials)
Equity, Since 30 Nov 18 | 5060764% ₹59 Cr 291,425
↓ -3,467 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO4% ₹57 Cr 109,554 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | 5411433% ₹52 Cr 405,988 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Dec 25 | DREDGECORP3% ₹51 Cr 463,827 Ingersoll-Rand (India) Ltd (Industrials)
Equity, Since 30 Apr 26 | INGERRAND3% ₹49 Cr 101,736 Linde India Ltd (Basic Materials)
Equity, Since 30 Jun 25 | 5234573% ₹49 Cr 76,426 6. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (28 Sep 26) ₹61.92 ↓ -1.28 (-2.03 %) Net Assets (Cr) ₹1,448 on 31 Aug 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.08 Sharpe Ratio 0.27 Information Ratio -0.55 Alpha Ratio -4.28 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 31 Aug 21 ₹10,000 31 Aug 22 ₹11,222 31 Aug 23 ₹14,270 31 Aug 24 ₹26,464 31 Aug 25 ₹23,314 31 Aug 26 ₹25,484 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -5.7% 3 Month -5.3% 6 Month 0.8% 1 Year -1.3% 3 Year 16.5% 5 Year 18.4% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.3% 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% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 1.17 Yr. Sagar Gandhi 1 Jul 25 1.17 Yr. Data below for Invesco India PSU Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 46.29% Financial Services 21.98% Energy 11.48% Basic Materials 7.39% Utility 7.21% Consumer Cyclical 2.46% Technology 2.44% Asset Allocation
Asset Class Value Cash 0.76% Equity 99.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL9% ₹125 Cr 261,137 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN8% ₹112 Cr 1,057,623
↓ -32,884 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP7% ₹95 Cr 861,251 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328146% ₹90 Cr 1,001,323
↓ -340,647 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL6% ₹83 Cr 2,001,789
↓ -76,840 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005475% ₹66 Cr 2,037,258
↓ -116,024 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 26 | CONCOR4% ₹63 Cr 1,237,114 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | 5411434% ₹60 Cr 471,527 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹55 Cr 315,700 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jul 26 | HONAUT4% ₹53 Cr 15,047 7. Invesco India Financial Services Fund
Invesco India Financial Services Fund
Growth Launch Date 14 Jul 08 NAV (28 Sep 26) ₹138.54 ↓ -2.08 (-1.48 %) Net Assets (Cr) ₹1,896 on 31 Aug 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.06 Sharpe Ratio 0.47 Information Ratio 0.95 Alpha Ratio 8.61 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 31 Aug 21 ₹10,000 31 Aug 22 ₹9,970 31 Aug 23 ₹11,351 31 Aug 24 ₹16,042 31 Aug 25 ₹16,696 31 Aug 26 ₹18,934 Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -7% 3 Month -6.4% 6 Month 5.7% 1 Year 4% 3 Year 14.5% 5 Year 11.5% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 15.1% 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% Fund Manager information for Invesco India Financial Services Fund
Name Since Tenure Hiten Jain 19 May 20 6.29 Yr. Haresh Kapoor 1 Jan 26 0.67 Yr. Data below for Invesco India Financial Services Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 94.36% Technology 3.64% Asset Allocation
Asset Class Value Cash 2% Equity 98% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK13% ₹253 Cr 1,736,969
↓ -1,659 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322157% ₹131 Cr 1,005,744 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK6% ₹107 Cr 1,510,289
↓ -1,127,522 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5900035% ₹98 Cr 2,826,883 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX5% ₹85 Cr 251,091 Shriram Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | SHRIRAMFIN4% ₹81 Cr 731,682 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 26 | KOTAKBANK4% ₹79 Cr 1,877,878
↑ 1,877,878 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC4% ₹74 Cr 240,125 BSE Ltd (Financial Services)
Equity, Since 30 Sep 23 | BSE4% ₹73 Cr 222,573 Nuvama Wealth Management Ltd (Financial Services)
Equity, Since 30 Sep 25 | NUVAMA3% ₹66 Cr 373,787 8. Invesco India Contra Fund
Invesco India Contra Fund
Growth Launch Date 11 Apr 07 NAV (28 Sep 26) ₹129.6 ↓ -2.10 (-1.59 %) Net Assets (Cr) ₹20,644 on 31 Aug 26 Category Equity - Contra AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.59 Sharpe Ratio 0.03 Information Ratio 0.88 Alpha Ratio -0.09 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 31 Aug 21 ₹10,000 31 Aug 22 ₹10,569 31 Aug 23 ₹12,012 31 Aug 24 ₹18,307 31 Aug 25 ₹17,688 31 Aug 26 ₹18,495 Returns for Invesco India Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -6.3% 3 Month -2.5% 6 Month 8.5% 1 Year -2% 3 Year 12.1% 5 Year 11.1% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.1% 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% Fund Manager information for Invesco India Contra Fund
Name Since Tenure Taher Badshah 13 Jan 17 9.64 Yr. Data below for Invesco India Contra Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 28.71% Consumer Cyclical 15.83% Industrials 14.56% Health Care 12.87% Technology 10.81% Basic Materials 4.69% Energy 3.27% Real Estate 2.99% Communication Services 2.31% Consumer Defensive 1.22% Asset Allocation
Asset Class Value Cash 0.98% Equity 99.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK6% ₹1,250 Cr 8,598,032
↓ -411,552 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT5% ₹1,002 Cr 2,477,814 State Bank of India (Financial Services)
Equity, Since 31 May 26 | SBIN3% ₹652 Cr 6,155,029
↑ 461,177 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M3% ₹633 Cr 1,927,187
↓ -176,659 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE3% ₹548 Cr 2,758,558 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN3% ₹541 Cr 2,912,482 Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY3% ₹528 Cr 4,653,551 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5322152% ₹486 Cr 3,741,191
↓ -364,164 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL2% ₹476 Cr 2,628,845 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK2% ₹460 Cr 12,908,524 9. Invesco India Largecap Fund
Invesco India Largecap Fund
Growth Launch Date 21 Aug 09 NAV (28 Sep 26) ₹69.29 ↓ -1.11 (-1.58 %) Net Assets (Cr) ₹2,021 on 31 Aug 26 Category Equity - Large Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 0.25 Information Ratio 0.98 Alpha Ratio 6.54 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 31 Aug 21 ₹10,000 31 Aug 22 ₹10,212 31 Aug 23 ₹11,311 31 Aug 24 ₹16,181 31 Aug 25 ₹15,673 31 Aug 26 ₹17,040 Returns for Invesco India Largecap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -6% 3 Month -2% 6 Month 10.4% 1 Year 1.3% 3 Year 11.6% 5 Year 9.1% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.5% 2024 20% 2023 27.8% 2022 -3% 2021 32.5% 2020 14.1% 2019 10.5% 2018 -0.4% 2017 28.3% 2016 2.8% Fund Manager information for Invesco India Largecap Fund
Name Since Tenure Hiten Jain 1 Dec 23 2.75 Yr. Data below for Invesco India Largecap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 33.35% Industrials 17.73% Consumer Cyclical 17.6% Technology 9.93% Health Care 9.05% Basic Materials 5.11% Communication Services 2.87% Real Estate 1.69% Consumer Defensive 1.6% Utility 0.44% Asset Allocation
Asset Class Value Cash 0.62% Equity 99.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK8% ₹171 Cr 1,176,445
↑ 66,407 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK4% ₹80 Cr 1,128,336 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL4% ₹76 Cr 2,302,684 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC4% ₹75 Cr 243,802
↓ -64,504 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY4% ₹73 Cr 646,679 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 25 | LT4% ₹73 Cr 180,930
↑ 7,493 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO4% ₹71 Cr 135,614 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000343% ₹66 Cr 625,142
↓ -45,993 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 23 | 5327553% ₹60 Cr 370,579 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹58 Cr 320,404 10. Invesco India Multicap Fund
Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (28 Sep 26) ₹128.04 ↓ -1.91 (-1.47 %) Net Assets (Cr) ₹4,529 on 31 Aug 26 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.1 Information Ratio -0.03 Alpha Ratio -1.63 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 31 Aug 21 ₹10,000 31 Aug 22 ₹10,081 31 Aug 23 ₹11,768 31 Aug 24 ₹17,407 31 Aug 25 ₹16,431 31 Aug 26 ₹17,364 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -4.6% 3 Month -0.3% 6 Month 16% 1 Year 0.7% 3 Year 11.2% 5 Year 10% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -6.7% 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% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Taher Badshah 1 Jul 25 1.17 Yr. Manish Poddar 1 Jul 25 1.17 Yr. Data below for Invesco India Multicap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 28.9% Consumer Cyclical 21.83% Industrials 15.76% Health Care 12.51% Technology 6.48% Basic Materials 5.53% Real Estate 3.71% Consumer Defensive 2.42% Communication Services 1.59% Asset Allocation
Asset Class Value Cash 1.25% Equity 98.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | ETERNAL4% ₹191 Cr 5,822,325 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹169 Cr 1,161,709 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | SAILIFE3% ₹125 Cr 859,147 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 24 | INDIGO3% ₹122 Cr 232,604
↓ -35,928 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322152% ₹110 Cr 844,423
↓ -67,435 Coforge Ltd (Technology)
Equity, Since 30 Apr 23 | COFORGE2% ₹107 Cr 539,541 Dr Agarwal’s Health Care Ltd (Healthcare)
Equity, Since 31 Jul 25 | AGARWALEYE2% ₹104 Cr 2,021,022 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | 5323432% ₹104 Cr 238,682
↓ -21,674 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | KIMS2% ₹104 Cr 1,370,346 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN2% ₹100 Cr 537,198
↓ -29,596
SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ?
ਜਾਣਨਾ ਚਾਹੁੰਦੇ ਹੋ ਕਿ ਤੁਹਾਡਾ ਕਿਵੇਂSIP ਨਿਵੇਸ਼ ਜੇਕਰ ਤੁਸੀਂ ਕਿਸੇ ਖਾਸ ਸਮੇਂ ਲਈ ਮਹੀਨਾਵਾਰ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ ਤਾਂ ਵਧੇਗਾ? ਅਸੀਂ ਤੁਹਾਨੂੰ ਇੱਕ ਉਦਾਹਰਣ ਦੇ ਨਾਲ ਸਮਝਾਵਾਂਗੇ।
SIP ਕੈਲਕੁਲੇਟਰ ਜਾਂ SIP ਰਿਟਰਨ ਕੈਲਕੁਲੇਟਰ
SIP ਕੈਲਕੂਲੇਟਰ ਆਮ ਤੌਰ 'ਤੇ ਇਨਪੁਟ ਲੈਂਦੇ ਹਨ ਜਿਵੇਂ ਕਿ SIP ਨਿਵੇਸ਼ ਰਕਮ (ਟੀਚਾ) ਜੋ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਲੋੜੀਂਦੇ ਨਿਵੇਸ਼ ਦੇ ਸਾਲਾਂ ਦੀ ਸੰਖਿਆ, ਉਮੀਦ ਕੀਤੀ ਜਾਂਦੀ ਹੈ।ਮਹਿੰਗਾਈ ਦਰਾਂ (ਕਿਸੇ ਨੂੰ ਇਸ ਲਈ ਲੇਖਾ ਦੇਣਾ ਚਾਹੀਦਾ ਹੈ!) ਅਤੇ ਸੰਭਾਵਿਤ ਰਿਟਰਨ। ਇਸ ਲਈ, ਕੋਈ ਟੀਚਾ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਲੋੜੀਂਦੇ SIP ਰਿਟਰਨਾਂ ਦੀ ਗਣਨਾ ਕਰ ਸਕਦਾ ਹੈ!
ਮੰਨ ਲਓ, ਜੇਕਰ ਤੁਸੀਂ 10 ਰੁਪਏ ਦਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ,000 10 ਸਾਲਾਂ ਲਈ, ਦੇਖੋ ਕਿ ਤੁਹਾਡਾ SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ-
ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼: INR 10,000
ਨਿਵੇਸ਼ ਦੀ ਮਿਆਦ: 10 ਸਾਲ
ਨਿਵੇਸ਼ ਕੀਤੀ ਗਈ ਕੁੱਲ ਰਕਮ: INR 12,00,000
ਲੰਬੇ ਸਮੇਂ ਦੀ ਵਿਕਾਸ ਦਰ (ਲਗਭਗ): 15%
ਦੇ ਅਨੁਸਾਰ ਸੰਭਾਵਿਤ ਰਿਟਰਨsip ਕੈਲਕੁਲੇਟਰ: 27,86,573 ਰੁਪਏ
ਕੁੱਲ ਲਾਭ: 15,86,573 ਰੁਪਏ (ਸੰਪੂਰਨ ਵਾਪਸੀ= 132.2%)
ਉਪਰੋਕਤ ਗਣਨਾਵਾਂ ਦਰਸਾਉਂਦੀਆਂ ਹਨ ਕਿ ਜੇਕਰ ਤੁਸੀਂ 10 ਸਾਲਾਂ ਲਈ INR 10,000 ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ (ਕੁੱਲ INR12,00,000) ਤੁਸੀਂ ਕਮਾਈ ਕਰੋਗੇ27,86,573 ਰੁਪਏ, ਜਿਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਤੁਸੀਂ ਜੋ ਸ਼ੁੱਧ ਲਾਭ ਕਮਾਉਂਦੇ ਹੋ15,86,573 ਰੁਪਏ. ਕੀ ਇਹ ਬਹੁਤ ਵਧੀਆ ਨਹੀਂ ਹੈ!
ਇਨਵੇਸਕੋ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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Research Highlights for Invesco India Feeder- Invesco Global Equity Income Fund