Invesco India Financial Services Fund


NAV : 63.99
(-0.68arrow_downward)
AUM : ₹118 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.88%14.66%16.68%12.72%15.02%23.06%17.99%



Fund Details

An open ended equity scheme investing in financial services sector
NAV63.99
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio2.53%
Exit Load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,08,021₹1,07,585₹436
After 1 year₹1,12,718₹1,10,877₹1,841
After 3 years₹1,86,345₹1,76,899₹9,446
After 20 years₹63,40,445₹44,82,312₹18,58,133

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 23.06% Past 3 yr Data

NAV History



Expense Ratio Trends





Fund Objective:
To generate capital appreciation from a portfolio of Equity and Equity Related Instruments of companies engaged in the business of banking and financial services.
Fund Manager:
Amit Ganatra & Dhimant Kothari















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