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10 சிறந்த இன்வெஸ்கோ SIP மியூச்சுவல் ஃபண்டுகள் 2022 | சிறந்த SIP நிதிகள்

ஃபின்காஷ் »இன்வெஸ்கோ மியூச்சுவல் ஃபண்ட் »சிறந்த இன்வெஸ்கோ SIP நிதிகள்

சிறந்த இன்வெஸ்கோ SIP மியூச்சுவல் ஃபண்டுகள் 2022

Updated on December 22, 2024 , 11099 views

இன்வெஸ்கோ எஸ்ஐபி ஒரு சிறந்த வழிமியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்யுங்கள். இது நீண்ட கால முதலீடுகளுக்கு ஒரு முறையான முறையாகும்நிதி இலக்குகள். ஒரு SIP அல்லது முறைமையில்முதலீட்டுத் திட்டம், நீங்கள் குறிப்பிட்ட கால இடைவெளியில் ஒரு சிறிய தொகையை முதலீடு செய்யலாம். முதலீட்டின் மிகவும் மலிவு வழிமுறையாக இருப்பதால், நீங்கள் தொடங்கலாம்முதலீடு வெறும் INR 500 உடன் SIP இல். முதலீட்டாளர்கள் தங்கள் நீண்ட கால இலக்குகளை திட்டமிடலாம்ஓய்வு, ஒரு SIP உடன் வீடு/கார் வாங்குதல், திருமணம் போன்றவை. முதலீட்டாளர்கள் முதலீடு செய்ய திட்டமிட்டுள்ளனர்ஈக்விட்டி நிதிகள், SIP மூலம் முதலீடு செய்ய சிறந்த வழி. அதன் முதலீட்டு பாணி காரணமாக, இது பங்குகளின் ஆபத்துகளை சமன் செய்கிறதுசந்தை.

Invesco

இன்வெஸ்கோ எஸ்ஐபி மியூச்சுவல் ஃபண்டுகளில் ஏன் முதலீடு செய்ய வேண்டும்?

SIP களின் சில நன்மைகள்:

  • ரூபாய் செலவு சராசரி
  • கலவையின் சக்தி
  • சந்தைக்கு நேரம் தேவை இல்லை
  • நீண்ட கால சேமிப்பு பழக்கம்

முதலீட்டாளர்கள் ஆர்வமாக உள்ளனர்SIP இல் முதலீடு செய்யுங்கள், இதோ சிறந்த இன்வெஸ்கோ SIPபரஸ்பர நிதி பங்கு முதலீடுகளுக்கு. AUM போன்ற சில அளவுருக்களை மேற்கொள்வதன் மூலம் இந்த நிதிகள் பட்டியலிடப்பட்டுள்ளன,இல்லை, கடந்தகால நிகழ்ச்சிகள், சக சராசரி வருமானம் போன்றவை.

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ஈக்விட்டிகளுக்கான இன்வெஸ்கோ மியூச்சுவல் ஃபண்டின் சிறந்த SIP நிதிகள்

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Invesco India PSU Equity Fund Growth ₹60.65
↓ -0.20
₹1,345 500 -8.1-9.330.933.927.254.5
Invesco India Infrastructure Fund Growth ₹64.97
↓ -0.14
₹1,609 500 -5.5-336.528.130.451.1
Invesco India Mid Cap Fund Growth ₹172.76
↑ 0.42
₹5,863 500 -1.512.245.625.528.534.1
Invesco India Growth Opportunities Fund Growth ₹96.7
↑ 0.23
₹6,340 100 -3.31040.323.121.731.6
Invesco India Contra Fund Growth ₹134.06
↓ -0.02
₹18,019 500 -6.27.932.421.122.428.8
Invesco India Financial Services Fund Growth ₹127.66
↓ -0.15
₹1,110 100 -3.96.921.720.314.926
Invesco India Multicap Fund Growth ₹135.51
↑ 0.06
₹3,897 500 -410.231.119.52331.8
Invesco India Tax Plan Growth ₹127.65
↓ -0.05
₹2,954 500 -46.826.515.51930.9
Invesco India Largecap Fund Growth ₹67.2
↓ -0.06
₹1,317 100 -6.63.722.11517.527.8
Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹25.7563
↑ 0.41
₹26 500 -0.95.313.711.812.827
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

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 12.7% since its launch.  Ranked 33 in Sectoral category.  Return for 2023 was 54.5% , 2022 was 20.5% and 2021 was 31.1% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (24 Dec 24) ₹60.65 ↓ -0.20   (-0.33 %)
Net Assets (Cr) ₹1,345 on 30 Nov 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 1.74
Information Ratio -0.72
Alpha Ratio 4.57
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
30 Nov 19₹10,000
30 Nov 20₹10,204
30 Nov 21₹13,808
30 Nov 22₹16,912
30 Nov 23₹22,358
30 Nov 24₹33,776

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 ₹598,181.
Net Profit of ₹298,181
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 24 Dec 24

DurationReturns
1 Month 0.4%
3 Month -8.1%
6 Month -9.3%
1 Year 30.9%
3 Year 33.9%
5 Year 27.2%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 54.5%
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
2014 54.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 204.54 Yr.

Data below for Invesco India PSU Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials31.27%
Financial Services26.03%
Utility21.36%
Energy14.34%
Basic Materials6.23%
Asset Allocation
Asset ClassValue
Cash0.76%
Equity99.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹124 Cr4,338,255
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
9%₹120 Cr2,949,113
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
8%₹103 Cr1,251,543
↓ -179,403
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
6%₹86 Cr2,775,528
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
6%₹75 Cr465,309
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312
5%₹65 Cr2,429,688
↓ -524,004
BEML Ltd (Industrials)
Equity, Since 31 Aug 23 | 500048
5%₹62 Cr152,998
↑ 28,181
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
5%₹61 Cr1,889,270
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 532234
4%₹59 Cr2,604,332
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
4%₹56 Cr130,981
↓ -12,047

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 11.6% since its launch.  Ranked 24 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 2.3% and 2021 was 55.4% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund
Growth
Launch Date 21 Nov 07
NAV (24 Dec 24) ₹64.97 ↓ -0.14   (-0.22 %)
Net Assets (Cr) ₹1,609 on 30 Nov 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.34
Sharpe Ratio 2.1
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,944
30 Nov 21₹17,704
30 Nov 22₹19,016
30 Nov 23₹25,368
30 Nov 24₹37,543

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 ₹642,208.
Net Profit of ₹342,208
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 24 Dec 24

DurationReturns
1 Month 2.7%
3 Month -5.5%
6 Month -3%
1 Year 36.5%
3 Year 28.1%
5 Year 30.4%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 51.1%
2022 2.3%
2021 55.4%
2020 16.2%
2019 6.1%
2018 -15.8%
2017 48.1%
2016 0.8%
2015 -2.6%
2014 83.6%
Fund Manager information for Invesco India Infrastructure Fund
NameSinceTenure
Amit Nigam3 Sep 204.25 Yr.

Data below for Invesco India Infrastructure Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials56.52%
Utility11.52%
Consumer Cyclical8.49%
Basic Materials7.34%
Health Care4.32%
Technology3.12%
Energy2.91%
Financial Services2.16%
Communication Services1.03%
Real Estate0.96%
Asset Allocation
Asset ClassValue
Cash1.62%
Equity98.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
6%₹91 Cr252,200
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 532898
5%₹76 Cr2,358,718
↓ -120,140
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Jan 24 | JYOTICNC
4%₹58 Cr550,844
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | 500400
3%₹49 Cr1,114,602
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 17 | BEL
3%₹49 Cr1,717,480
BEML Ltd (Industrials)
Equity, Since 31 May 23 | 500048
3%₹48 Cr119,030
↑ 13,116
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 500547
3%₹46 Cr1,488,731
↑ 137,646
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Dec 23 | SOLARINDS
3%₹46 Cr44,721
↑ 1,032
Thermax Ltd (Industrials)
Equity, Since 30 Jun 21 | THERMAX
3%₹45 Cr90,576
↓ -5,245
NTPC Ltd (Utilities)
Equity, Since 31 Dec 23 | 532555
3%₹44 Cr1,080,899
↓ -153,220

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 17.5% since its launch.  Ranked 38 in Mid Cap category.  Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (24 Dec 24) ₹172.76 ↑ 0.42   (0.24 %)
Net Assets (Cr) ₹5,863 on 30 Nov 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.35
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
30 Nov 19₹10,000
30 Nov 20₹12,006
30 Nov 21₹17,502
30 Nov 22₹18,425
30 Nov 23₹23,159
30 Nov 24₹33,841

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 ₹612,552.
Net Profit of ₹312,552
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 24 Dec 24

DurationReturns
1 Month 6.1%
3 Month -1.5%
6 Month 12.2%
1 Year 45.6%
3 Year 25.5%
5 Year 28.5%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.1%
2022 0.5%
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 231.06 Yr.
Amit Ganatra1 Sep 231.25 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical27.32%
Financial Services18.83%
Industrials13.88%
Health Care13.39%
Technology10.35%
Real Estate7.78%
Basic Materials5.92%
Communication Services1.38%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹264 Cr12,506,782
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹246 Cr155,335
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT
4%₹227 Cr334,743
↑ 22,209
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹220 Cr2,246,434
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
4%₹216 Cr1,305,659
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹204 Cr234,918
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
3%₹204 Cr436,534
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
3%₹192 Cr13,455,088
↑ 490,532
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
3%₹161 Cr376,558
Ethos Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 543532
3%₹157 Cr479,675

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 13.9% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2023 was 31.6% , 2022 was -0.4% and 2021 was 29.7% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (24 Dec 24) ₹96.7 ↑ 0.23   (0.24 %)
Net Assets (Cr) ₹6,340 on 30 Nov 24
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.31
Information Ratio 0.72
Alpha Ratio 12.09
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
30 Nov 19₹10,000
30 Nov 20₹10,605
30 Nov 21₹14,150
30 Nov 22₹15,112
30 Nov 23₹18,207
30 Nov 24₹25,946

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 ₹518,033.
Net Profit of ₹218,033
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 24 Dec 24

DurationReturns
1 Month 5.7%
3 Month -3.3%
6 Month 10%
1 Year 40.3%
3 Year 23.1%
5 Year 21.7%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.6%
2022 -0.4%
2021 29.7%
2020 13.3%
2019 10.7%
2018 -0.2%
2017 39.6%
2016 3.3%
2015 3.8%
2014 43.7%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Aditya Khemani9 Nov 231.06 Yr.
Amit Ganatra21 Jan 222.86 Yr.

Data below for Invesco India Growth Opportunities Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services28.3%
Consumer Cyclical22.28%
Industrials11.82%
Health Care10.95%
Technology9.64%
Real Estate7.55%
Basic Materials5.74%
Communication Services2.01%
Consumer Defensive1.41%
Asset Allocation
Asset ClassValue
Cash0.3%
Equity99.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TRENT
5%₹286 Cr420,950
↑ 74,717
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO
4%₹227 Cr517,883
↑ 117,866
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
3%₹218 Cr1,678,403
↓ -302,011
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE
3%₹215 Cr1,303,411
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK
3%₹212 Cr10,039,804
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON
3%₹206 Cr130,340
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN
3%₹200 Cr1,619,818
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹195 Cr1,993,259
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹195 Cr224,767
↓ -33,286
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | HDFCBANK
3%₹191 Cr1,063,368

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 15.8% since its launch.  Ranked 11 in Contra category.  Return for 2023 was 28.8% , 2022 was 3.8% and 2021 was 29.6% .

Below is the key information for Invesco India Contra Fund

Invesco India Contra Fund
Growth
Launch Date 11 Apr 07
NAV (24 Dec 24) ₹134.06 ↓ -0.02   (-0.01 %)
Net Assets (Cr) ₹18,019 on 30 Nov 24
Category Equity - Contra
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 2.31
Information Ratio 1.28
Alpha Ratio 11.38
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
30 Nov 19₹10,000
30 Nov 20₹11,366
30 Nov 21₹15,405
30 Nov 22₹16,855
30 Nov 23₹19,585
30 Nov 24₹27,479

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 24 Dec 24

DurationReturns
1 Month 1.6%
3 Month -6.2%
6 Month 7.9%
1 Year 32.4%
3 Year 21.1%
5 Year 22.4%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.8%
2022 3.8%
2021 29.6%
2020 21.2%
2019 5.9%
2018 -3.3%
2017 45.6%
2016 6.7%
2015 4%
2014 63%
Fund Manager information for Invesco India Contra Fund
NameSinceTenure
Amit Ganatra1 Dec 231 Yr.
Taher Badshah13 Jan 177.89 Yr.

Data below for Invesco India Contra Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services31.02%
Consumer Cyclical14.56%
Health Care13.22%
Technology9.9%
Industrials9.07%
Basic Materials5.08%
Utility4.26%
Consumer Defensive3.31%
Energy2.4%
Communication Services2.39%
Real Estate1.39%
Asset Allocation
Asset ClassValue
Cash1.33%
Equity98.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
7%₹1,280 Cr9,908,135
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
7%₹1,279 Cr7,366,524
↑ 410,811
Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY
6%₹1,079 Cr6,141,812
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 532215
4%₹642 Cr5,535,787
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 532555
4%₹633 Cr15,520,651
REC Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532955
3%₹456 Cr8,727,741
↑ 1,549,395
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M
2%₹430 Cr1,575,803
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT
2%₹427 Cr1,178,799
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
2%₹411 Cr538,619
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL
2%₹392 Cr13,773,850

6. 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 16.7% since its launch.  Ranked 5 in Sectoral category.  Return for 2023 was 26% , 2022 was 12.8% and 2021 was 14% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund
Growth
Launch Date 14 Jul 08
NAV (24 Dec 24) ₹127.66 ↓ -0.15   (-0.12 %)
Net Assets (Cr) ₹1,110 on 30 Nov 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 1.84
Information Ratio 1.07
Alpha Ratio 11.12
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
30 Nov 19₹10,000
30 Nov 20₹9,982
30 Nov 21₹12,116
30 Nov 22₹13,450
30 Nov 23₹16,072
30 Nov 24₹20,544

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 ₹436,710.
Net Profit of ₹136,710
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 24 Dec 24

DurationReturns
1 Month 1.8%
3 Month -3.9%
6 Month 6.9%
1 Year 21.7%
3 Year 20.3%
5 Year 14.9%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26%
2022 12.8%
2021 14%
2020 2.4%
2019 21.2%
2018 -0.3%
2017 45.2%
2016 10.4%
2015 -2.1%
2014 55.8%
Fund Manager information for Invesco India Financial Services Fund
NameSinceTenure
Dhimant Kothari1 Jun 186.5 Yr.
Hiten Jain19 May 204.54 Yr.

Data below for Invesco India Financial Services Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services94.11%
Technology2.73%
Health Care1.7%
Asset Allocation
Asset ClassValue
Cash1.46%
Equity98.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
20%₹213 Cr1,648,550
↑ 84,377
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
12%₹129 Cr745,742
↑ 129,091
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
7%₹75 Cr645,964
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
6%₹69 Cr838,841
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCAMC
4%₹47 Cr109,648
↑ 15,327
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
3%₹34 Cr202,712
Central Depository Services (India) Ltd (Financial Services)
Equity, Since 31 Aug 23 | CDSL
3%₹32 Cr207,124
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX
3%₹32 Cr49,069
Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 30 Sep 24 | 543527
3%₹31 Cr98,232
↑ 11,338
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 590003
3%₹30 Cr1,332,287
↑ 202,362

7. 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 16.8% since its launch.  Ranked 37 in Multi Cap category.  Return for 2023 was 31.8% , 2022 was -2.2% and 2021 was 40.7% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (24 Dec 24) ₹135.51 ↑ 0.06   (0.04 %)
Net Assets (Cr) ₹3,897 on 30 Nov 24
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 2.14
Information Ratio -0.05
Alpha Ratio 8.05
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
30 Nov 19₹10,000
30 Nov 20₹11,134
30 Nov 21₹16,289
30 Nov 22₹16,756
30 Nov 23₹20,423
30 Nov 24₹27,638

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 ₹530,691.
Net Profit of ₹230,691
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 24 Dec 24

DurationReturns
1 Month 4.3%
3 Month -4%
6 Month 10.2%
1 Year 31.1%
3 Year 19.5%
5 Year 23%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.8%
2022 -2.2%
2021 40.7%
2020 18.8%
2019 4.6%
2018 -12.5%
2017 46.2%
2016 0.7%
2015 6.7%
2014 72.1%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 204.25 Yr.
Dhimant Kothari1 Dec 231 Yr.

Data below for Invesco India Multicap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services20.42%
Industrials17.96%
Consumer Cyclical14.6%
Technology12.47%
Health Care11.51%
Basic Materials8.44%
Consumer Defensive7.63%
Real Estate2.93%
Communication Services1.88%
Asset Allocation
Asset ClassValue
Cash2.16%
Equity97.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹197 Cr1,524,774
↑ 36,019
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY
5%₹175 Cr995,056
↑ 208,427
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 500251
3%₹113 Cr158,624
↑ 1,730
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN
2%₹82 Cr644,407
↑ 54,512
Coforge Ltd (Technology)
Equity, Since 30 Apr 23 | COFORGE
2%₹79 Cr103,675
↓ -474
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 24 | KPITTECH
2%₹79 Cr563,817
↑ 105,500
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 500800
2%₹77 Cr772,652
↓ -59,715
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 May 24 | JYOTICNC
2%₹77 Cr730,877
↑ 62,127
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 31 Jul 23 | BECTORFOOD
2%₹76 Cr401,953
↓ -21,677
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
2%₹75 Cr53,471
↑ 3,267

8. 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 15.2% since its launch.  Ranked 17 in ELSS category.  Return for 2023 was 30.9% , 2022 was -7.7% and 2021 was 32.6% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (24 Dec 24) ₹127.65 ↓ -0.05   (-0.04 %)
Net Assets (Cr) ₹2,954 on 30 Nov 24
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 1.97
Information Ratio -0.24
Alpha Ratio 6.98
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,165
30 Nov 21₹15,478
30 Nov 22₹15,235
30 Nov 23₹18,143
30 Nov 24₹24,027

Invesco India Tax Plan 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 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 24 Dec 24

DurationReturns
1 Month 2.6%
3 Month -4%
6 Month 6.8%
1 Year 26.5%
3 Year 15.5%
5 Year 19%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.9%
2022 -7.7%
2021 32.6%
2020 19.2%
2019 9.4%
2018 -1.3%
2017 35.7%
2016 3.4%
2015 5.8%
2014 54.3%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Nigam3 Sep 204.25 Yr.
Dhimant Kothari29 Mar 186.68 Yr.

Data below for Invesco India Tax Plan as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services25.26%
Industrials15.77%
Consumer Cyclical13.89%
Health Care13.3%
Technology11.71%
Basic Materials7.75%
Consumer Defensive5.41%
Energy3.2%
Communication Services1.09%
Utility1.09%
Real Estate0.4%
Asset Allocation
Asset ClassValue
Cash1.13%
Equity98.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK
6%₹179 Cr1,032,420
↑ 122,483
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹157 Cr1,212,581
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 23 | TCS
4%₹114 Cr288,312
↑ 39,772
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹90 Cr776,621
↑ 159,158
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | DIVISLAB
3%₹75 Cr127,722
↓ -20,277
Poly Medicure Ltd (Healthcare)
Equity, Since 30 Jun 24 | POLYMED
2%₹73 Cr253,444
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Nov 22 | APOLLOHOSP
2%₹71 Cr100,754
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 24 | FEDERALBNK
2%₹71 Cr3,467,704
↑ 519,804
Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 543426
2%₹67 Cr561,196
↑ 63,971
Coforge Ltd (Technology)
Equity, Since 31 May 24 | COFORGE
2%₹65 Cr85,227

9. 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 13.2% since its launch.  Ranked 39 in Large Cap category.  Return for 2023 was 27.8% , 2022 was -3% and 2021 was 32.5% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (24 Dec 24) ₹67.2 ↓ -0.06   (-0.09 %)
Net Assets (Cr) ₹1,317 on 30 Nov 24
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 1.73
Information Ratio 0.26
Alpha Ratio 5.87
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
30 Nov 19₹10,000
30 Nov 20₹10,795
30 Nov 21₹14,954
30 Nov 22₹15,350
30 Nov 23₹17,404
30 Nov 24₹23,015

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 ₹470,047.
Net Profit of ₹170,047
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 24 Dec 24

DurationReturns
1 Month 0.7%
3 Month -6.6%
6 Month 3.7%
1 Year 22.1%
3 Year 15%
5 Year 17.5%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.8%
2022 -3%
2021 32.5%
2020 14.1%
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
2014 39.5%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 204.25 Yr.
Hiten Jain1 Dec 231 Yr.

Data below for Invesco India Largecap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services30.62%
Consumer Cyclical15.9%
Technology12.77%
Industrials11.5%
Consumer Defensive8.16%
Energy6.61%
Health Care6.29%
Communication Services2.97%
Basic Materials2.13%
Utility1.98%
Asset Allocation
Asset ClassValue
Cash1.06%
Equity98.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
9%₹108 Cr623,716
↑ 60,694
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹105 Cr809,462
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
5%₹61 Cr349,212
↑ 39,105
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹54 Cr406,047
↓ -106,979
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
4%₹51 Cr441,645
↑ 52,074
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
4%₹49 Cr124,242
↑ 17,401
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | 500800
3%₹41 Cr407,898
↑ 181,535
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹37 Cr231,311
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TITAN
3%₹37 Cr114,075
↑ 12,097
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | UNITDSPR
3%₹34 Cr237,920

10. 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 9.3% since its launch.  Ranked 12 in Global category.  Return for 2023 was 27% , 2022 was -2.1% and 2021 was 21% .

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 (23 Dec 24) ₹25.7563 ↑ 0.41   (1.61 %)
Net Assets (Cr) ₹26 on 30 Nov 24
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 1.4
Sharpe Ratio 1.88
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
30 Nov 19₹10,000
30 Nov 20₹10,640
30 Nov 21₹12,923
30 Nov 22₹12,672
30 Nov 23₹15,585
30 Nov 24₹19,334

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 ₹415,684.
Net Profit of ₹115,684
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 24 Dec 24

DurationReturns
1 Month -0.8%
3 Month -0.9%
6 Month 5.3%
1 Year 13.7%
3 Year 11.8%
5 Year 12.8%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27%
2022 -2.1%
2021 21%
2020 7.3%
2019 24.7%
2018 -7.5%
2017 13.2%
2016 2.6%
2015 4%
2014
Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
NameSinceTenure
Herin Shah1 Aug 240.33 Yr.

Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services19.21%
Technology16.88%
Industrials16.67%
Health Care9.92%
Consumer Cyclical8.65%
Consumer Defensive6.88%
Real Estate4.77%
Communication Services3.13%
Basic Materials2.91%
Energy1.74%
Asset Allocation
Asset ClassValue
Cash1.36%
Equity92.66%
Other5.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco Global Equity Income C USD Acc
Investment Fund | -
99%₹25 Cr20,159
↑ 832
Triparty Repo
CBLO/Reverse Repo | -
1%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

SIP முதலீடு எப்படி வளரும்?

உங்கள் எப்படி என்பதை அறிய வேண்டும்SIP முதலீடு ஒரு குறிப்பிட்ட காலத்திற்கு ஒரு குறிப்பிட்ட தொகையை மாதந்தோறும் முதலீடு செய்தால் வளரும்? ஒரு உதாரணத்துடன் உங்களுக்கு விளக்குவோம்.

SIP கால்குலேட்டர் அல்லது SIP ரிட்டர்ன் கால்குலேட்டர்

SIP கால்குலேட்டர்கள் பொதுவாக ஒருவர் முதலீடு செய்ய விரும்பும் SIP முதலீட்டுத் தொகை (இலக்கு) போன்ற உள்ளீடுகளை எடுத்துக்கொள்கிறது, எத்தனை ஆண்டுகள் முதலீடு செய்ய வேண்டும், எதிர்பார்க்கப்படுகிறதுவீக்கம் விகிதங்கள் (இதற்கு ஒருவர் கணக்கு வைக்க வேண்டும்!) மற்றும் எதிர்பார்க்கப்படும் வருமானம். எனவே, ஒரு இலக்கை அடைய தேவையான SIP வருமானத்தை ஒருவர் கணக்கிடலாம்!

நீங்கள் 10 ரூபாய் முதலீடு செய்தால், என்று வைத்துக்கொள்வோம்.000 10 ஆண்டுகளுக்கு, உங்கள் SIP முதலீடு எவ்வாறு வளர்கிறது என்பதைப் பார்க்கவும்-

மாதாந்திர முதலீடு: 10,000 ரூபாய்

முதலீட்டு காலம்: 10 ஆண்டுகள்

முதலீடு செய்யப்பட்ட மொத்த தொகை: இந்திய ரூபாய் 12,00,000

நீண்ட கால வளர்ச்சி விகிதம் (தோராயமாக): 15%

இதன்படி எதிர்பார்க்கப்படும் வருமானம்சிப் கால்குலேட்டர்: இந்திய ரூபாய் 27,86,573

நிகர லாபம்: இந்திய ரூபாய் 15,86,573 (முழுமையான வருவாய்= 132.2%)

மேலே உள்ள கணக்கீடுகள், நீங்கள் 10 ஆண்டுகளுக்கு மாதம் 10,000 ரூபாய் முதலீடு செய்தால் (மொத்தம் INR12,00,000) நீங்கள் சம்பாதிப்பீர்கள்இந்திய ரூபாய் 27,86,573, அதாவது நீங்கள் செய்யும் நிகர லாபம்இந்திய ரூபாய் 15,86,573. நன்றாக இருக்கிறது அல்லவா!

இன்வெஸ்கோ மியூச்சுவல் ஃபண்டில் ஆன்லைனில் எப்படி முதலீடு செய்வது?

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