Invesco India Financial Services Fund


NAV : 61.78
(+0.16arrow_upward)
AUM : ₹118 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
239.64%29.54%19.19%13.96%17.67%24.55%NA



Fund Details

An open ended equity scheme investing in financial services sector
NAV61.78
Launch Date-
Min (1st time)₹5,000
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₹1,09,173₹1,08,259₹913
After 1 year₹1,13,964₹1,12,076₹1,888
After 3 years₹1,93,188₹1,83,395₹9,793
After 20 years₹80,63,676₹57,00,575₹23,63,102

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 : 24.55% 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















Jamā जमा જમા జమ জমে ജമാ ಜಮ ଜମା ஜமா is a product by Simply Grow Technologies Pvt. Ltd.

Example logo image
Example logo image

Startp India

Jama is a Personal Finance App: Online Financial Planning Tool, Direct Mutual Funds app and more.

Get your financial planning done by the best financial advisors and financial planners.

Investments are advised by a dedicated SEBI Registered Investment Advisor. Mutual Fund investments are subject to market risks. Please read scheme information documents carefully while investing.

Choose your advisor wisely - do not fall for free platforms, or hidden commissions.