10 മികച്ച ഇൻവെസ്‌കോ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022 | മികച്ച SIP ഫണ്ടുകൾ

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ഇൻവെസ്‌കോ എസ്‌ഐപി മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
ഇക്വിറ്റികൾക്കായുള്ള ഇൻവെസ്കോ മ്യൂച്വൽ ഫണ്ടിന്റെ മികച്ച SIP ഫണ്ടുകൾ
SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?
- SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ
ഇൻവെസ്കോ മ്യൂച്വൽ ഫണ്ടിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Top 10 Funds

മികച്ച ഇൻവെസ്‌കോ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on February 6, 2025 , 11171 views

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 (%)	2023 (%)
Invesco India PSU Equity Fund Growth	₹55.57 ↓ -0.14	₹1,286	500	-13.6	-18.1	2.2	27.9	22.6	25.6
Invesco India Infrastructure Fund Growth	₹58.46 ↑ 0.08	₹1,606	500	-10.7	-11.9	9.3	22.7	25.2	33.2
Invesco India Mid Cap Fund Growth	₹157.01 ↑ 0.52	₹6,150	500	-4.7	1.9	21.5	21.5	23.6	43.1
Invesco India Growth Opportunities Fund Growth	₹89.03 ↑ 0.03	₹6,712	100	-3.9	0.7	20.2	19.5	18.9	37.5
Invesco India Contra Fund Growth	₹127.5 ↓ -0.19	₹18,153	500	-5.9	-2.1	18.6	18.3	20	30.1
Invesco India Multicap Fund Growth	₹125.86 ↓ -0.25	₹3,983	500	-5.2	0.2	14.9	16.8	19.3	29.8
Invesco India Financial Services Fund Growth	₹121.75 ↓ -0.36	₹1,148	100	-5.5	1.7	12.1	16.5	13.7	19.8
Invesco India Feeder- Invesco Global Equity Income Fund Growth	₹27.844 ↑ 0.06	₹26	500	3.8	14.4	24.1	15.9	14.6	13.7
Invesco India Tax Plan Growth	₹120.87 ↓ -0.25	₹2,960	500	-5	-1.8	13.7	13.4	16.7	25.2
Invesco India Largecap Fund Growth	₹64.52 ↑ 0.01	₹1,324	100	-4.6	-3.8	12.7	13	16	20
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Feb 25

1. Invesco India PSU Equity Fund

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.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 11.9% since its launch. Ranked 33 in Sectoral category. Return for 2024 was 25.6% , 2023 was 54.5% and 2022 was 20.5% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund Growth
Launch Date	18 Nov 09
NAV (07 Feb 25)	₹55.57 ↓ -0.14 (-0.25 %)
Net Assets (Cr)	₹1,286 on 31 Dec 24
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.39
Sharpe Ratio	0.94
Information Ratio	-0.62
Alpha Ratio	3.46
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 Jan 20	₹10,000
31 Jan 21	₹9,995
31 Jan 22	₹13,865
31 Jan 23	₹15,614
31 Jan 24	₹26,563
31 Jan 25	₹29,933

Invesco India PSU Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-5.8%
3 Month	-13.6%
6 Month	-18.1%
1 Year	2.2%
3 Year	27.9%
5 Year	22.6%
10 Year
15 Year
Since launch	11.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.6%
2022	54.5%
2021	20.5%
2020	31.1%
2019	6.1%
2018	10.1%
2017	-16.9%
2016	24.3%
2015	17.9%
2014	2.5%

Fund Manager information for Invesco India PSU Equity Fund

Name	Since	Tenure
Dhimant Kothari	19 May 20	4.71 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	30.94%
Financial Services	22.14%
Utility	21.77%
Energy	15.9%
Basic Materials	6.09%

Asset Allocation

Asset Class	Value
Cash	3.16%
Equity	96.84%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharat Electronics Ltd (Industrials) Equity, Since 31 Mar 17 \| BEL	10%	₹127 Cr	4,338,255
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 22 \| 532898	9%	₹111 Cr	3,599,413 ↑ 284,730
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 18 \| 500547	8%	₹101 Cr	3,445,961 ↑ 670,433
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	8%	₹99 Cr	1,251,543
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	5%	₹69 Cr	5,390,515 ↑ 5,390,515
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Nov 23 \| HINDPETRO	5%	₹64 Cr	1,564,169 ↑ 513,656
BEML Ltd (Industrials) Equity, Since 31 Aug 23 \| 500048	5%	₹62 Cr	152,998
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 May 22 \| HAL	4%	₹57 Cr	135,251 ↑ 4,270
National Aluminium Co Ltd (Basic Materials) Equity, Since 31 Aug 24 \| 532234	4%	₹55 Cr	2,604,332
REC Ltd (Financial Services) Equity, Since 31 Aug 23 \| 532955	4%	₹46 Cr	922,233

2. Invesco India Infrastructure Fund

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.

Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a CAGR/Annualized return of 10.8% since its launch. Ranked 24 in Sectoral category. Return for 2024 was 33.2% , 2023 was 51.1% and 2022 was 2.3% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund Growth
Launch Date	21 Nov 07
NAV (07 Feb 25)	₹58.46 ↑ 0.08 (0.14 %)
Net Assets (Cr)	₹1,606 on 31 Dec 24
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.34
Sharpe Ratio	1.58
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 Jan 20	₹10,000
31 Jan 21	₹10,943
31 Jan 22	₹16,865
31 Jan 23	₹17,187
31 Jan 24	₹28,001
31 Jan 25	₹32,256

Invesco India Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 Invest Now

Returns for Invesco India Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-9.8%
3 Month	-10.7%
6 Month	-11.9%
1 Year	9.3%
3 Year	22.7%
5 Year	25.2%
10 Year
15 Year
Since launch	10.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	33.2%
2022	51.1%
2021	2.3%
2020	55.4%
2019	16.2%
2018	6.1%
2017	-15.8%
2016	48.1%
2015	0.8%
2014	-2.6%

Fund Manager information for Invesco India Infrastructure Fund

Name	Since	Tenure
Amit Nigam	3 Sep 20	4.42 Yr.

Data below for Invesco India Infrastructure Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	58.17%
Utility	9.67%
Consumer Cyclical	8.7%
Basic Materials	6.73%
Technology	4.65%
Health Care	3.44%
Financial Services	2.05%
Energy	2.04%
Real Estate	1.62%
Communication Services	1%

Asset Allocation

Asset Class	Value
Cash	1.93%
Equity	98.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	5%	₹79 Cr	218,263 ↓ -18,991
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Apr 22 \| 532898	4%	₹72 Cr	2,318,884 ↓ -39,834
Jyoti CNC Automation Ltd (Industrials) Equity, Since 31 Jan 24 \| JYOTICNC	4%	₹61 Cr	452,265 ↓ -7,835
Bharat Electronics Ltd (Industrials) Equity, Since 30 Nov 17 \| BEL	3%	₹50 Cr	1,717,480
BEML Ltd (Industrials) Equity, Since 31 May 23 \| 500048	3%	₹48 Cr	119,030
KEI Industries Ltd (Industrials) Equity, Since 30 Sep 19 \| KEI	3%	₹48 Cr	108,188
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Nov 22 \| HAL	3%	₹47 Cr	112,968
Transformers & Rectifiers (India) Ltd (Industrials) Equity, Since 30 Jun 24 \| TARIL	3%	₹47 Cr	409,648
PTC Industries Ltd (Industrials) Equity, Since 30 Sep 24 \| 539006	3%	₹45 Cr	33,553
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Sep 22 \| DIXON	3%	₹45 Cr	24,993

3. Invesco India Mid Cap Fund

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.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch. Ranked 38 in Mid Cap category. Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (07 Feb 25)	₹157.01 ↑ 0.52 (0.33 %)
Net Assets (Cr)	₹6,150 on 31 Dec 24
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	2.22
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 Jan 20	₹10,000
31 Jan 21	₹11,867
31 Jan 22	₹16,557
31 Jan 23	₹16,505
31 Jan 24	₹23,754
31 Jan 25	₹29,165

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-8.8%
3 Month	-4.7%
6 Month	1.9%
1 Year	21.5%
3 Year	21.5%
5 Year	23.6%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	43.1%
2022	34.1%
2021	0.5%
2020	43.1%
2019	24.4%
2018	3.8%
2017	-5.3%
2016	44.3%
2015	1.1%
2014	6.4%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	1.23 Yr.
Amit Ganatra	1 Sep 23	1.42 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Consumer Cyclical	25.51%
Financial Services	17.04%
Health Care	15.23%
Industrials	12.25%
Technology	11.48%
Real Estate	7.31%
Basic Materials	7.02%
Communication Services	1.3%

Asset Allocation

Asset Class	Value
Cash	2.85%
Equity	97.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Dixon Technologies (India) Ltd (Technology) Equity, Since 28 Feb 22 \| DIXON	5%	₹279 Cr	155,335
Trent Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| 500251	4%	₹259 Cr	363,079 ↑ 28,336
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	4%	₹253 Cr	2,246,434
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	4%	₹250 Cr	12,506,782
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹232 Cr	436,534
Coforge Ltd (Technology) Equity, Since 31 Mar 22 \| COFORGE	4%	₹227 Cr	234,918
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	4%	₹221 Cr	1,305,659
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	3%	₹182 Cr	13,455,088
JK Cement Ltd (Basic Materials) Equity, Since 31 Oct 22 \| JKCEMENT	3%	₹173 Cr	376,558
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	3%	₹157 Cr	344,322

4. Invesco India Growth Opportunities Fund

(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.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch. Ranked 6 in Large & Mid Cap category. Return for 2024 was 37.5% , 2023 was 31.6% and 2022 was -0.4% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund Growth
Launch Date	9 Aug 07
NAV (07 Feb 25)	₹89.03 ↑ 0.03 (0.03 %)
Net Assets (Cr)	₹6,712 on 31 Dec 24
Category	Equity - Large & Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	2.09
Information Ratio	0.79
Alpha Ratio	15.14
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 Jan 20	₹10,000
31 Jan 21	₹11,147
31 Jan 22	₹14,262
31 Jan 23	₹13,974
31 Jan 24	₹19,682
31 Jan 25	₹23,901

Invesco India Growth Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-6.7%
3 Month	-3.9%
6 Month	0.7%
1 Year	20.2%
3 Year	19.5%
5 Year	18.9%
10 Year
15 Year
Since launch	13.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	37.5%
2022	31.6%
2021	-0.4%
2020	29.7%
2019	13.3%
2018	10.7%
2017	-0.2%
2016	39.6%
2015	3.3%
2014	3.8%

Fund Manager information for Invesco India Growth Opportunities Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	1.23 Yr.
Amit Ganatra	21 Jan 22	3.03 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	24.81%
Consumer Cyclical	22.65%
Health Care	13.99%
Industrials	10.35%
Technology	9.47%
Real Estate	7.11%
Basic Materials	4.43%
Communication Services	1.79%
Consumer Defensive	1.18%

Asset Allocation

Asset Class	Value
Cash	4.23%
Equity	95.77%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Trent Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| 500251	4%	₹300 Cr	420,950
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Mar 24 \| INDIGO	4%	₹261 Cr	573,473 ↑ 55,590
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Sep 22 \| DIXON	3%	₹234 Cr	130,340
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 22 \| MAXHEALTH	3%	₹225 Cr	1,993,259
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Dec 23 \| PRESTIGE	3%	₹221 Cr	1,303,411
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| ICICIBANK	3%	₹215 Cr	1,678,403
Mankind Pharma Ltd (Healthcare) Equity, Since 30 Apr 23 \| MANKIND	3%	₹210 Cr	730,500
The Federal Bank Ltd (Financial Services) Equity, Since 30 Nov 22 \| FEDERALBNK	3%	₹201 Cr	10,039,804
BSE Ltd (Financial Services) Equity, Since 31 Oct 23 \| BSE	3%	₹201 Cr	376,990
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 28 Feb 23 \| CHOLAFIN	3%	₹192 Cr	1,619,818

5. Invesco India Contra Fund

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.

Invesco India Contra Fund is a Equity - Contra fund was launched on 11 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch. Ranked 11 in Contra category. Return for 2024 was 30.1% , 2023 was 28.8% and 2022 was 3.8% .

Below is the key information for Invesco India Contra Fund

Invesco India Contra Fund Growth
Launch Date	11 Apr 07
NAV (07 Feb 25)	₹127.5 ↓ -0.19 (-0.15 %)
Net Assets (Cr)	₹18,153 on 31 Dec 24
Category	Equity - Contra
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	1.78
Information Ratio	1.41
Alpha Ratio	12.04
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 Jan 20	₹10,000
31 Jan 21	₹11,760
31 Jan 22	₹15,418
31 Jan 23	₹15,608
31 Jan 24	₹21,044
31 Jan 25	₹25,061

Invesco India Contra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Invesco India Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-4.7%
3 Month	-5.9%
6 Month	-2.1%
1 Year	18.6%
3 Year	18.3%
5 Year	20%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	30.1%
2022	28.8%
2021	3.8%
2020	29.6%
2019	21.2%
2018	5.9%
2017	-3.3%
2016	45.6%
2015	6.7%
2014	4%

Fund Manager information for Invesco India Contra Fund

Name	Since	Tenure
Amit Ganatra	1 Dec 23	1.17 Yr.
Taher Badshah	13 Jan 17	8.06 Yr.

Data below for Invesco India Contra Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	30.42%
Health Care	14.7%
Consumer Cyclical	14.19%
Technology	10.46%
Industrials	9.32%
Basic Materials	4.65%
Utility	3.04%
Consumer Defensive	3.03%
Energy	1.99%
Communication Services	1.86%
Real Estate	1.41%

Asset Allocation

Asset Class	Value
Cash	2.94%
Equity	97.06%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 14 \| HDFCBANK	8%	₹1,397 Cr	7,880,493 ↑ 513,969
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 17 \| ICICIBANK	7%	₹1,270 Cr	9,908,135
Infosys Ltd (Technology) Equity, Since 30 Sep 13 \| INFY	6%	₹1,155 Cr	6,141,812
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| 532215	3%	₹589 Cr	5,535,787
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 21 \| M&M	3%	₹474 Cr	1,575,803
NTPC Ltd (Utilities) Equity, Since 31 Mar 21 \| 532555	2%	₹445 Cr	13,353,855 ↓ -2,166,796
REC Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532955	2%	₹437 Cr	8,727,741
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Mar 24 \| APOLLOHOSP	2%	₹428 Cr	587,000 ↑ 129,477
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 20 \| LT	2%	₹425 Cr	1,178,799
Bharat Electronics Ltd (Industrials) Equity, Since 31 Dec 18 \| BEL	2%	₹404 Cr	13,773,850

6. Invesco India Multicap Fund

(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.

Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 29.8% , 2023 was 31.8% and 2022 was -2.2% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund Growth
Launch Date	17 Mar 08
NAV (07 Feb 25)	₹125.86 ↓ -0.25 (-0.20 %)
Net Assets (Cr)	₹3,983 on 31 Dec 24
Category	Equity - Multi Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.95
Sharpe Ratio	1.84
Information Ratio	0.18
Alpha Ratio	10.14
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 Jan 20	₹10,000
31 Jan 21	₹11,344
31 Jan 22	₹15,738
31 Jan 23	₹15,374
31 Jan 24	₹21,167
31 Jan 25	₹24,701

Invesco India Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Invesco India Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-7.2%
3 Month	-5.2%
6 Month	0.2%
1 Year	14.9%
3 Year	16.8%
5 Year	19.3%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	29.8%
2022	31.8%
2021	-2.2%
2020	40.7%
2019	18.8%
2018	4.6%
2017	-12.5%
2016	46.2%
2015	0.7%
2014	6.7%

Fund Manager information for Invesco India Multicap Fund

Name	Since	Tenure
Amit Nigam	3 Sep 20	4.42 Yr.
Dhimant Kothari	1 Dec 23	1.17 Yr.

Data below for Invesco India Multicap Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	17.8%
Industrials	17.2%
Technology	15.35%
Consumer Cyclical	14.79%
Health Care	11.23%
Basic Materials	7.02%
Consumer Defensive	6.76%
Real Estate	3.13%
Utility	2.21%
Communication Services	1.99%

Asset Allocation

Asset Class	Value
Cash	3.35%
Equity	96.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 30 Jun 24 \| INFY	6%	₹246 Cr	1,306,823 ↑ 311,767
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	5%	₹195 Cr	1,524,774
Trent Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| 500251	3%	₹119 Cr	166,624 ↑ 8,000
Coforge Ltd (Technology) Equity, Since 30 Apr 23 \| COFORGE	3%	₹100 Cr	103,675
Hitachi Energy India Ltd Ordinary Shares (Technology) Equity, Since 31 Aug 24 \| POWERINDIA	2%	₹98 Cr	67,715 ↑ 7,011
Jyoti CNC Automation Ltd (Industrials) Equity, Since 31 May 24 \| JYOTICNC	2%	₹91 Cr	671,423 ↓ -59,454
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Apr 24 \| DIXON	2%	₹86 Cr	47,703 ↓ -5,768
KPIT Technologies Ltd (Technology) Equity, Since 30 Jun 24 \| KPITTECH	2%	₹83 Cr	563,817
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	2%	₹79 Cr	672,869 ↑ 78,478
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Aug 24 \| 543320	2%	₹78 Cr	2,809,766 ↓ -81,159

7. Invesco India Financial Services Fund

(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.

Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a CAGR/Annualized return of 16.3% since its launch. Ranked 5 in Sectoral category. Return for 2024 was 19.8% , 2023 was 26% and 2022 was 12.8% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund Growth
Launch Date	14 Jul 08
NAV (07 Feb 25)	₹121.75 ↓ -0.36 (-0.29 %)
Net Assets (Cr)	₹1,148 on 31 Dec 24
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.39
Sharpe Ratio	1.19
Information Ratio	1.16
Alpha Ratio	9.57
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 Jan 20	₹10,000
31 Jan 21	₹10,019
31 Jan 22	₹12,293
31 Jan 23	₹12,550
31 Jan 24	₹16,977
31 Jan 25	₹19,084

Invesco India Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Invesco India Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-3.4%
3 Month	-5.5%
6 Month	1.7%
1 Year	12.1%
3 Year	16.5%
5 Year	13.7%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.8%
2022	26%
2021	12.8%
2020	14%
2019	2.4%
2018	21.2%
2017	-0.3%
2016	45.2%
2015	10.4%
2014	-2.1%

Fund Manager information for Invesco India Financial Services Fund

Name	Since	Tenure
Dhimant Kothari	1 Jun 18	6.67 Yr.
Hiten Jain	19 May 20	4.71 Yr.

Data below for Invesco India Financial Services Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	93.13%
Health Care	1.48%

Asset Allocation

Asset Class	Value
Cash	2.47%
Equity	97.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	18%	₹211 Cr	1,648,550
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 08 \| HDFCBANK	17%	₹191 Cr	1,078,690 ↑ 169,022
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| 532215	6%	₹69 Cr	645,964
State Bank of India (Financial Services) Equity, Since 31 Aug 20 \| SBIN	6%	₹67 Cr	838,841
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| HDFCAMC	4%	₹46 Cr	109,648
PB Fintech Ltd (Financial Services) Equity, Since 30 Nov 21 \| 543390	4%	₹43 Cr	202,712
Central Depository Services (India) Ltd (Financial Services) Equity, Since 31 Aug 23 \| CDSL	3%	₹36 Cr	207,124
Computer Age Management Services Limited Equity, Since 30 Sep 23 \| CAMS	3%	₹33 Cr	65,872 ↑ 65,872
Prudent Corporate Advisory Services Ltd (Financial Services) Equity, Since 30 Sep 24 \| 543527	3%	₹32 Cr	118,740 ↑ 20,508
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 22 \| MCX	3%	₹31 Cr	49,069

8. Invesco India Feeder- Invesco Global Equity Income 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.

Invesco India Feeder- Invesco Global Equity Income Fund is a Equity - Global fund was launched on 5 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 10% since its launch. Ranked 12 in Global category. Return for 2024 was 13.7% , 2023 was 27% and 2022 was -2.1% .

Below is the key information for Invesco India Feeder- Invesco Global Equity Income Fund

Invesco India Feeder- Invesco Global Equity Income Fund Growth
Launch Date	5 May 14
NAV (07 Feb 25)	₹27.844 ↑ 0.06 (0.21 %)
Net Assets (Cr)	₹26 on 31 Dec 24
Category	Equity - Global
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	1.4
Sharpe Ratio	0.91
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 Jan 20	₹10,000
31 Jan 21	₹11,122
31 Jan 22	₹12,831
31 Jan 23	₹13,820
31 Jan 24	₹16,378
31 Jan 25	₹20,025

Invesco India Feeder- Invesco Global Equity Income Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Invesco India Feeder- Invesco Global Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	6.1%
3 Month	3.8%
6 Month	14.4%
1 Year	24.1%
3 Year	15.9%
5 Year	14.6%
10 Year
15 Year
Since launch	10%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	13.7%
2022	27%
2021	-2.1%
2020	21%
2019	7.3%
2018	24.7%
2017	-7.5%
2016	13.2%
2015	2.6%
2014	4%

Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund

Name	Since	Tenure
Herin Shah	1 Aug 24	0.5 Yr.

Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	19.58%
Industrials	16.72%
Technology	16.71%
Health Care	11.66%
Consumer Cyclical	8.59%
Consumer Defensive	8.08%
Real Estate	4.59%
Communication Services	3.06%
Basic Materials	2.91%
Energy	1.79%

Asset Allocation

Asset Class	Value
Equity	94.54%
Other	5.46%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Invesco Global Equity Income C USD Acc Investment Fund \| -	100%	₹26 Cr	21,026 ↑ 868
Triparty Repo CBLO/Reverse Repo \| -	5%	₹1 Cr
Net Receivables / (Payables) Net Current Assets \| -	4%	-₹1 Cr

9. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch. Ranked 17 in ELSS category. Return for 2024 was 25.2% , 2023 was 30.9% and 2022 was -7.7% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan Growth
Launch Date	29 Dec 06
NAV (07 Feb 25)	₹120.87 ↓ -0.25 (-0.21 %)
Net Assets (Cr)	₹2,960 on 31 Dec 24
Category	Equity - ELSS
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.97
Sharpe Ratio	1.54
Information Ratio	-0.12
Alpha Ratio	8.73
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹11,559
31 Jan 22	₹15,260
31 Jan 23	₹13,817
31 Jan 24	₹19,246
31 Jan 25	₹21,930

Invesco India Tax Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Invesco India Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-6.2%
3 Month	-5%
6 Month	-1.8%
1 Year	13.7%
3 Year	13.4%
5 Year	16.7%
10 Year
15 Year
Since launch	14.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.2%
2022	30.9%
2021	-7.7%
2020	32.6%
2019	19.2%
2018	9.4%
2017	-1.3%
2016	35.7%
2015	3.4%
2014	5.8%

Fund Manager information for Invesco India Tax Plan

Name	Since	Tenure
Amit Nigam	3 Sep 20	4.42 Yr.
Dhimant Kothari	29 Mar 18	6.85 Yr.

Data below for Invesco India Tax Plan as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	24.48%
Industrials	17.47%
Consumer Cyclical	14.69%
Health Care	12.32%
Technology	12.11%
Basic Materials	5.52%
Consumer Defensive	5.25%
Energy	2.91%
Utility	1.84%
Communication Services	1.11%
Real Estate	0.79%

Asset Allocation

Asset Class	Value
Cash	1.5%
Equity	98.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| HDFCBANK	6%	₹190 Cr	1,072,903
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| ICICIBANK	5%	₹155 Cr	1,212,581
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 23 \| TCS	4%	₹116 Cr	282,965
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| 532215	3%	₹83 Cr	776,621
Blue Star Ltd (Industrials) Equity, Since 31 Jan 24 \| BLUESTARCO	2%	₹73 Cr	339,232
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Aug 22 \| DIXON	2%	₹72 Cr	40,224
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jan 24 \| DIVISLAB	2%	₹72 Cr	118,279
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Nov 22 \| APOLLOHOSP	2%	₹70 Cr	95,425
Metro Brands Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| 543426	2%	₹68 Cr	561,196
Home First Finance Co India Ltd --- (Financial Services) Equity, Since 31 Mar 23 \| HOMEFIRST	2%	₹65 Cr	618,533 ↑ 89,009

10. Invesco India Largecap Fund

(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.

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch. Ranked 39 in Large Cap category. Return for 2024 was 20% , 2023 was 27.8% and 2022 was -3% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund Growth
Launch Date	21 Aug 09
NAV (07 Feb 25)	₹64.52 ↑ 0.01 (0.02 %)
Net Assets (Cr)	₹1,324 on 31 Dec 24
Category	Equity - Large Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.21
Sharpe Ratio	1.09
Information Ratio	0.35
Alpha Ratio	6.37
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 Jan 20	₹10,000
31 Jan 21	₹11,045
31 Jan 22	₹14,985
31 Jan 23	₹13,999
31 Jan 24	₹18,732
31 Jan 25	₹21,211

Invesco India Largecap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-4.4%
3 Month	-4.6%
6 Month	-3.8%
1 Year	12.7%
3 Year	13%
5 Year	16%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	20%
2022	27.8%
2021	-3%
2020	32.5%
2019	14.1%
2018	10.5%
2017	-0.4%
2016	28.3%
2015	2.8%
2014	4.6%

Fund Manager information for Invesco India Largecap Fund

Name	Since	Tenure
Amit Nigam	3 Sep 20	4.41 Yr.
Hiten Jain	1 Dec 23	1.17 Yr.

Data below for Invesco India Largecap Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	29.65%
Consumer Cyclical	15.79%
Technology	12.97%
Industrials	11.38%
Consumer Defensive	9.06%
Health Care	6.57%
Energy	5.65%
Communication Services	2.77%
Utility	2.55%
Basic Materials	1.12%

Asset Allocation

Asset Class	Value
Cash	2.5%
Equity	97.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 09 \| HDFCBANK	9%	₹117 Cr	657,376
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 19 \| ICICIBANK	8%	₹104 Cr	809,462
Infosys Ltd (Technology) Equity, Since 30 Apr 18 \| INFY	5%	₹66 Cr	349,212
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 24 \| TCS	4%	₹51 Cr	124,242
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	4%	₹49 Cr	406,047
Axis Bank Ltd (Financial Services) Equity, Since 30 Nov 20 \| 532215	4%	₹47 Cr	441,645
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Dec 22 \| UNITDSPR	3%	₹39 Cr	237,920
Tata Consumer Products Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| 500800	3%	₹37 Cr	407,898
Titan Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| TITAN	3%	₹37 Cr	114,075
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 19 \| BHARTIARTL	3%	₹37 Cr	231,311

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!

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ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.