Invesco India ESG Integration Strategy Fund (G) Mutual fund

Invesco India ESG Integration Strategy Fund (G)

Q: How to Invest in Invesco India ESG Integration Strategy Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Invesco India ESG Integration Strategy Fund good?

The Invesco India ESG Integration Strategy Fund has an AUM of ₹519.37 Cr as on 12/9/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.86%. The risk is Very High against the category average of 72.22.

Q: Is Invesco India ESG Integration Strategy Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Invesco India ESG Integration Strategy Fund?

There is no lock-in period applicable on Invesco India ESG Integration Strategy Fund.

Q: What is the expense ratio of Invesco India ESG Integration Strategy Fund?

The expense ratio of Invesco India ESG Integration Strategy Fund is 2.42%.

Equity

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Sectoral

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Fund Details

Current NAV

₹18.70

Expense Ratio

2.42%

Min SIP

₹500

Fund Size

₹520Cr

Min Investment

₹1.00K

Lock In

Scheme Information Document

Exit load: if units are redeemed/switched out within 1 year from the date of allotment: if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable.

Fund Performance

Alpha

0.87%

Beta

0.95

Sharpe Ratio

0.3429

Risk

13.38%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Invesco India ESG Integration Strategy Fund (G) FAQs

Q1. How to Invest in Invesco India ESG Integration Strategy Fund through Rupeezy?

Q2. Is Invesco India ESG Integration Strategy Fund good?

Q3. Is Invesco India ESG Integration Strategy Fund tax free?

Q4. What is the lock-in period of Invesco India ESG Integration Strategy Fund?

Q5. What is the expense ratio of Invesco India ESG Integration Strategy Fund?

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