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10 മികച്ച ഇൻവെസ്‌കോ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022 | മികച്ച SIP ഫണ്ടുകൾ

ഫിൻകാഷ് »ഇൻവെസ്കോ മ്യൂച്വൽ ഫണ്ട് »മികച്ച ഇൻവെസ്കോ എസ്ഐപി ഫണ്ടുകൾ

മികച്ച ഇൻവെസ്‌കോ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on March 14, 2025 , 11230 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.

Invesco

ഇൻവെസ്‌കോ എസ്‌ഐപി മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

SIP-കളുടെ ചില നേട്ടങ്ങൾ ഇവയാണ്:

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Invesco India PSU Equity Fund Growth ₹52.72
↑ 0.03
₹1,230 500 -18.1-20.10.326.725.225.6
Invesco India Infrastructure Fund Growth ₹52.66
↓ -0.18
₹1,496 500 -22.1-22.84.421.426.433.2
Invesco India Mid Cap Fund Growth ₹142.37
↓ -0.84
₹5,645 500 -18.7-16.117.220.324.343.1
Invesco India Growth Opportunities Fund Growth ₹81.41
↓ -0.24
₹6,250 100 -17.3-15.712.818.620.837.5
Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹27.1605
↓ -0.22
₹29 500 2.15.115.417.620.113.7
Invesco India Contra Fund Growth ₹117.08
↓ -0.39
₹17,168 500 -15.7-15.911.717.422.330.1
Invesco India Financial Services Fund Growth ₹114.45
↓ -0.39
₹1,126 100 -14.5-10.58.817.416.319.8
Invesco India Multicap Fund Growth ₹113.81
↓ -0.21
₹3,728 500 -18.6-17.99.815.621.129.8
Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹17.9126
↓ -0.22
₹35 500 12.26.58.412.716.5-5.1
Invesco India Largecap Fund Growth ₹59.9
↓ -0.21
₹1,301 100 -14.7-15.45.312.618.120
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 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 11.5% 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 (13 Mar 25) ₹52.72 ↑ 0.03   (0.06 %)
Net Assets (Cr) ₹1,230 on 31 Jan 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 0.36
Information Ratio -0.36
Alpha Ratio 3.43
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹11,266
28 Feb 22₹13,191
28 Feb 23₹15,226
29 Feb 24₹28,692
28 Feb 25₹25,610

Invesco India PSU Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 13 Mar 25

DurationReturns
1 Month -1%
3 Month -18.1%
6 Month -20.1%
1 Year 0.3%
3 Year 26.7%
5 Year 25.2%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dhimant Kothari19 May 204.79 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials30.21%
Utility24.02%
Financial Services19.87%
Energy18%
Basic Materials6.08%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹114 Cr3,894,619
↓ -443,636
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
9%₹109 Cr3,599,413
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
8%₹97 Cr1,251,543
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
7%₹90 Cr3,445,961
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312
6%₹75 Cr2,868,783
↑ 1,206,383
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN
6%₹68 Cr5,911,723
↑ 521,208
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
5%₹60 Cr153,175
↑ 17,924
BEML Ltd (Industrials)
Equity, Since 31 Aug 23 | 500048
5%₹59 Cr152,998
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO
5%₹56 Cr1,564,169
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 532234
4%₹53 Cr2,604,332

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 10.1% 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 (13 Mar 25) ₹52.66 ↓ -0.18   (-0.34 %)
Net Assets (Cr) ₹1,496 on 31 Jan 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.34
Sharpe Ratio 0.52
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,627
28 Feb 22₹16,217
28 Feb 23₹17,572
29 Feb 24₹29,218
28 Feb 25₹27,836

Invesco India Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
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 13 Mar 25

DurationReturns
1 Month -4.9%
3 Month -22.1%
6 Month -22.8%
1 Year 4.4%
3 Year 21.4%
5 Year 26.4%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Amit Nigam3 Sep 204.49 Yr.

Data below for Invesco India Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials55.97%
Consumer Cyclical8.55%
Utility8.11%
Basic Materials6.3%
Technology6.02%
Communication Services4.1%
Health Care3.46%
Financial Services1.98%
Energy1.95%
Real Estate1.64%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
5%₹78 Cr218,263
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 532898
4%₹63 Cr2,097,430
↓ -221,454
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL
4%₹61 Cr377,580
↑ 276,336
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Jan 24 | JYOTICNC
3%₹49 Cr452,265
PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 539006
3%₹48 Cr33,576
↑ 23
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON
3%₹47 Cr31,418
↑ 6,425
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 19 | KEI
3%₹44 Cr108,188
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Nov 24 | POWERINDIA
3%₹43 Cr33,412
↑ 12,727
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 30 Apr 24 | IRCTC
3%₹41 Cr492,595
BEML Ltd (Industrials)
Equity, Since 31 May 23 | 500048
3%₹40 Cr105,205
↓ -13,825

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% 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 (13 Mar 25) ₹142.37 ↓ -0.84   (-0.59 %)
Net Assets (Cr) ₹5,645 on 31 Jan 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.82
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,136
28 Feb 22₹15,671
28 Feb 23₹16,374
29 Feb 24₹24,371
28 Feb 25₹26,911

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
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 13 Mar 25

DurationReturns
1 Month -4.3%
3 Month -18.7%
6 Month -16.1%
1 Year 17.2%
3 Year 20.3%
5 Year 24.3%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Aditya Khemani9 Nov 231.31 Yr.
Amit Ganatra1 Sep 231.5 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services22.9%
Consumer Cyclical20.76%
Health Care16.35%
Technology10.8%
Industrials10.14%
Basic Materials9.5%
Real Estate7.14%
Communication Services1.69%
Asset Allocation
Asset ClassValue
Cash0.72%
Equity99.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
4%₹245 Cr16,854,973
↑ 3,399,885
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹238 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹234 Cr12,506,782
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹233 Cr155,335
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
4%₹232 Cr436,534
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
4%₹209 Cr363,079
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
4%₹208 Cr431,234
↑ 54,676
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹194 Cr234,918
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹188 Cr1,684,103
↑ 300,918
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
3%₹178 Cr1,305,659

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 12.7% 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 (13 Mar 25) ₹81.41 ↓ -0.24   (-0.29 %)
Net Assets (Cr) ₹6,250 on 31 Jan 25
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.84
Information Ratio 0.37
Alpha Ratio 8.74
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,351
28 Feb 22₹13,887
28 Feb 23₹14,248
29 Feb 24₹21,121
28 Feb 25₹22,851

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
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 13 Mar 25

DurationReturns
1 Month -4.1%
3 Month -17.3%
6 Month -15.7%
1 Year 12.8%
3 Year 18.6%
5 Year 20.8%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Aditya Khemani9 Nov 231.31 Yr.
Amit Ganatra21 Jan 223.11 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services27.46%
Consumer Cyclical23.77%
Health Care13.77%
Industrials10.04%
Technology8.91%
Real Estate6.66%
Basic Materials4.9%
Consumer Defensive2.25%
Communication Services1.96%
Asset Allocation
Asset ClassValue
Cash0.27%
Equity99.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 500251
4%₹278 Cr483,608
↑ 62,658
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO
4%₹265 Cr612,171
↑ 38,698
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
4%₹260 Cr2,077,721
↑ 399,318
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN
4%₹236 Cr1,837,608
↑ 217,790
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
4%₹220 Cr5,292,395
↑ 2,115,144
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹212 Cr1,993,259
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 543320
3%₹202 Cr9,152,597
↑ 2,446,793
BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE
3%₹200 Cr376,990
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON
3%₹195 Cr130,340
L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF
3%₹195 Cr13,404,597
↑ 949,280

5. 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 9.6% 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 (13 Mar 25) ₹27.1605 ↓ -0.22   (-0.81 %)
Net Assets (Cr) ₹29 on 31 Jan 25
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 1.4
Sharpe Ratio 1.77
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,577
28 Feb 22₹13,676
28 Feb 23₹15,367
29 Feb 24₹18,388
28 Feb 25₹22,279

Invesco India Feeder- Invesco Global Equity Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
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 13 Mar 25

DurationReturns
1 Month -2%
3 Month 2.1%
6 Month 5.1%
1 Year 15.4%
3 Year 17.6%
5 Year 20.1%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Herin Shah1 Aug 240.58 Yr.

Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services18.35%
Technology16.87%
Industrials16.75%
Health Care11.16%
Consumer Cyclical8.43%
Consumer Defensive7.8%
Real Estate4.22%
Basic Materials2.9%
Communication Services2.36%
Energy1.7%
Asset Allocation
Asset ClassValue
Cash4.17%
Equity90.54%
Other5.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco Global Equity Income C USD Acc
Investment Fund | -
96%₹28 Cr21,026
Triparty Repo
CBLO/Reverse Repo | -
5%₹2 Cr
Net Receivables / (Payables)
Net Current Assets | -
1%₹0 Cr

6. 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 14.7% 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 (13 Mar 25) ₹117.08 ↓ -0.39   (-0.33 %)
Net Assets (Cr) ₹17,168 on 31 Jan 25
Category Equity - Contra
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 0.82
Information Ratio 0.86
Alpha Ratio 8.18
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,081
28 Feb 22₹15,089
28 Feb 23₹15,826
29 Feb 24₹22,377
28 Feb 25₹23,905

Invesco India Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 13 Mar 25

DurationReturns
1 Month -4.2%
3 Month -15.7%
6 Month -15.9%
1 Year 11.7%
3 Year 17.4%
5 Year 22.3%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Amit Ganatra1 Dec 231.25 Yr.
Taher Badshah13 Jan 178.13 Yr.

Data below for Invesco India Contra Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services31.23%
Health Care14.4%
Consumer Cyclical13.45%
Technology11.07%
Industrials9.42%
Basic Materials4.79%
Consumer Defensive3.75%
Utility3.1%
Communication Services1.98%
Energy1.33%
Real Estate1.33%
Asset Allocation
Asset ClassValue
Cash2.34%
Equity97.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
8%₹1,351 Cr7,951,434
↑ 70,941
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
7%₹1,260 Cr10,059,466
↑ 151,331
Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY
7%₹1,155 Cr6,141,812
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 532215
3%₹546 Cr5,535,787
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M
3%₹517 Cr1,728,478
↑ 152,675
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT
3%₹466 Cr1,304,935
↑ 126,136
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 532555
3%₹433 Cr13,353,855
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Mar 24 | APOLLOHOSP
3%₹429 Cr630,597
↑ 43,597
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL
2%₹403 Cr13,773,850
REC Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532955
2%₹393 Cr8,727,741

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 15.8% 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 (13 Mar 25) ₹114.45 ↓ -0.39   (-0.34 %)
Net Assets (Cr) ₹1,126 on 31 Jan 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 0.47
Information Ratio 0.79
Alpha Ratio -0.94
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹11,520
28 Feb 22₹12,135
28 Feb 23₹13,066
29 Feb 24₹18,141
28 Feb 25₹19,020

Invesco India Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 13 Mar 25

DurationReturns
1 Month -3.2%
3 Month -14.5%
6 Month -10.5%
1 Year 8.8%
3 Year 17.4%
5 Year 16.3%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dhimant Kothari1 Jun 186.75 Yr.
Hiten Jain19 May 204.79 Yr.

Data below for Invesco India Financial Services Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services92.23%
Technology2.11%
Health Care1.51%
Asset Allocation
Asset ClassValue
Cash4.15%
Equity95.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
21%₹242 Cr1,927,995
↑ 279,445
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
17%₹190 Cr1,120,451
↑ 41,761
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
6%₹65 Cr838,841
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
6%₹64 Cr645,964
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCAMC
4%₹42 Cr109,648
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
3%₹35 Cr202,712
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 590003
3%₹32 Cr1,332,287
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN
3%₹29 Cr226,548
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX
2%₹28 Cr49,069
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIGI
2%₹28 Cr150,629

8. 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 15.4% 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 (13 Mar 25) ₹113.81 ↓ -0.21   (-0.18 %)
Net Assets (Cr) ₹3,728 on 31 Jan 25
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 0.66
Information Ratio 0.02
Alpha Ratio 6.39
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,638
28 Feb 22₹14,957
28 Feb 23₹15,479
29 Feb 24₹21,890
28 Feb 25₹22,703

Invesco India Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
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 13 Mar 25

DurationReturns
1 Month -5%
3 Month -18.6%
6 Month -17.9%
1 Year 9.8%
3 Year 15.6%
5 Year 21.1%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Amit Nigam3 Sep 204.49 Yr.
Dhimant Kothari1 Dec 231.25 Yr.

Data below for Invesco India Multicap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services17.59%
Industrials16.09%
Technology14.25%
Consumer Cyclical13.88%
Health Care12.43%
Basic Materials8.77%
Consumer Defensive6.67%
Real Estate3.17%
Utility2.58%
Communication Services2.25%
Asset Allocation
Asset ClassValue
Cash2.33%
Equity97.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY
6%₹210 Cr1,117,999
↓ -188,824
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹154 Cr1,231,144
↓ -293,630
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 500251
3%₹120 Cr209,077
↑ 42,453
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 24 | POWERINDIA
3%₹110 Cr85,290
↑ 17,575
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK
2%₹92 Cr540,399
↑ 540,399
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
2%₹84 Cr700,390
↑ 27,521
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN
2%₹83 Cr644,407
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 500800
2%₹79 Cr772,652
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 24 | VBL
2%₹74 Cr1,379,496
↑ 163,114
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 23 | MCX
2%₹65 Cr113,063
↓ -2,196

9. Invesco India Feeder- Invesco Pan European Equity Fund

(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.

Invesco India Feeder- Invesco Pan European Equity Fund is a Equity - Global fund was launched on 31 Jan 14. It is a fund with High risk and has given a CAGR/Annualized return of 5.4% since its launch.  Ranked 20 in Global category.  Return for 2024 was -5.1% , 2023 was 20.5% and 2022 was 1.6% .

Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund

Invesco India Feeder- Invesco Pan European Equity Fund
Growth
Launch Date 31 Jan 14
NAV (13 Mar 25) ₹17.9126 ↓ -0.22   (-1.20 %)
Net Assets (Cr) ₹35 on 31 Jan 25
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 0.96
Sharpe Ratio -0.22
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,038
28 Feb 22₹12,978
28 Feb 23₹15,034
29 Feb 24₹16,139
28 Feb 25₹17,423

Invesco India Feeder- Invesco Pan European Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 Feeder- Invesco Pan European 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 13 Mar 25

DurationReturns
1 Month 4.8%
3 Month 12.2%
6 Month 6.5%
1 Year 8.4%
3 Year 12.7%
5 Year 16.5%
10 Year
15 Year
Since launch 5.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 -5.1%
2022 20.5%
2021 1.6%
2020 16.6%
2019 1.6%
2018 17.2%
2017 -11.2%
2016 14.8%
2015 -0.2%
2014 0.6%
Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
NameSinceTenure
Sagar Gandhi1 Mar 250 Yr.

Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials21.49%
Financial Services16.72%
Health Care10.92%
Basic Materials9.93%
Technology7.87%
Energy7.82%
Consumer Cyclical6.68%
Consumer Defensive6.54%
Communication Services5.69%
Utility4.86%
Asset Allocation
Asset ClassValue
Cash1.48%
Equity98.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco Pan European Equity C EUR Acc
Investment Fund | -
99%₹36 Cr120,206
↓ -2,275
Triparty Repo
CBLO/Reverse Repo | -
1%₹1 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

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 12.2% 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 (13 Mar 25) ₹59.9 ↓ -0.21   (-0.35 %)
Net Assets (Cr) ₹1,301 on 31 Jan 25
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 0.5
Information Ratio -0.02
Alpha Ratio 2.64
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,136
28 Feb 22₹14,715
28 Feb 23₹14,485
29 Feb 24₹19,914
28 Feb 25₹20,141

Invesco India Largecap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 13 Mar 25

DurationReturns
1 Month -3.8%
3 Month -14.7%
6 Month -15.4%
1 Year 5.3%
3 Year 12.6%
5 Year 18.1%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Amit Nigam3 Sep 204.49 Yr.
Hiten Jain1 Dec 231.25 Yr.

Data below for Invesco India Largecap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services27.46%
Consumer Cyclical17.18%
Technology13.91%
Industrials10.72%
Consumer Defensive10.31%
Energy6.69%
Health Care5.67%
Communication Services3.93%
Utility2.51%
Basic Materials1.15%
Asset Allocation
Asset ClassValue
Cash0.45%
Equity99.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
9%₹119 Cr699,213
↑ 41,837
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹101 Cr809,462
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
5%₹66 Cr349,212
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹62 Cr492,969
↑ 86,922
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
4%₹57 Cr138,957
↑ 14,715
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
4%₹51 Cr314,808
↑ 83,497
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | 500800
4%₹50 Cr486,077
↑ 78,179
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹45 Cr458,923
↑ 17,278
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TITAN
3%₹40 Cr114,075
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M
3%₹33 Cr109,617
↑ 19,662

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?

  1. Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

  2. നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

  3. രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

    തുടങ്ങി

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