Invesco India Opportunities Fund - Direct Plan
Scheme Type
Open-ended
Scheme Category
Large & Mid- Cap
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 1017.12
Expense Ratio
1.09%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 23871
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
24 Jul 2006
Sponsor
NA
Email
services@religaremf.com
Phone
022 - 67310000
Address
3rd Floor, GYS Infinity,,Paranjpe "B" Scheme, Subhash Road,Vile Parle (East),Mumbai, Mumbai - 400057
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
Suitability
This product is suitable for investors who are seeking
• capital appreciation over long-term z
• investment in diversified portfolio of equity and equity-related instruments
Fund Analysis
Formerly a large cap(Inveso IndiaGrowth Fund) the fund is now a large and midcap fund with its portfolio still overweight on large companies with only 30% allocated to mid andsmall category. The fund has outperformed its peers in the long run and generated superior alpha while being a bit volatile at the same time. Though the fund mandate allows us to consider the fund a good investment option , the limited AUM can be a potential or an obstacle at the same time.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,994
Portfolio Value
₹-6
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.