Rating : N/A
Invesco India Focused 20 Equity Fund Dir DR
Focused Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
1%
Asset Size
838.44 Cr.
(As of 31 Jan, 2021)
Benchmark
S&P BSE 500
Riskometer
Investors understand that their principal will be at Very High Risk.
Objective
To generate capital appreciation by investing in upto 20 stocks across market capitalization. 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.
Fund manager
Taher Badshah
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹500
Minimum investment
₹1000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Infosys Ltd
9.00%
ICICI Bank Ltd Ordinary Shares
8.37%
HDFC Bank Ltd
8.04%
Nestle India Ltd Ordinary Shares
5.82%
Sector Allocation
About the Scheme Type
Focused Funds have shares in limited number of companies (typically less than thirty companies) as well as in limited number of sectors (typically less than 3 sectors). Now, the reason why mutual funds are so popular is because of diversification only, but while that may be a good things when it comes to investments, too much diversification might also result in nominal returns. Hence, a Focused Fund, because of itsfocused approach on a few units can deliver market beating returns, the less diversification can also mean more exposure torisks.
Ratings
This fund is rated 0 stars by Morning Star Ratings.