Top 8 Mutual Funds Recommended by GetMyIndia Capitals
1-Invesco India ELSS Tax Saver Fund
Investment Objective –
To generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. There is no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | ₹147.9900 as on 31 Oct 2024 |
| Age | 2 Jan 2013 |
| AUM | ₹3,057.56 Cr |
| Exit Load | No charges on withdrawal |
| Lock-in Period | 0 Years 0 Month |
| Returns | 6 Months: +14.38%
1 Year: +43.30% 3 Years: +55.01% |
2-Invesco India Infrastructure Fund
Investment Objective –
To generate capital appreciation by investing in a portfolio that is predominantly constituted of Equity and Equity Related Instruments of infrastructure companies. There is no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | ₹76.6400 As on 31 Oct 2024 |
| Age | 2 Jan 2013 | AUM | ₹1,666.48 Cr |
| Exit Load | Exit load for units in excess of 10% of the investment,
1% will be charged for redemption within 1 year. |
| Lock-in Period | 0 Years 0 Months |
| Returns | 6 Months: +11.20%
1 Year: +62.68% 3 Years: +116.50% |
3-Invesco India Financial Services Fund
Investment 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. There is no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | ₹151.8800 as on 31 Oct 2024 | Age | 2 Jan 2013 | AUM | ₹1,043.44 Cr | Exit Load | Exit load for units in excess of 10% of the investment,
1% will be charged for redemption within 1 year. |
| Lock-in Period | 0 Years 0 Months |
| Returns | 6 Months: +11.55%
1 Year: +38.79% 3 Years: +64.66% |
4-Invesco India Contra Fund
Investment Objective –
To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments .The fund uses a contrarian investment approach, buying stocks that are not performing well or are shunned by investors.. There is no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | ₹155.3800 as on 31 Oct 2024 | Age | 1 Jan 2013 | AUM | ₹18,469.89 Cr | Exit Load | Exit load for units in excess of 10% of the investment,
1% will be charged for redemption within 1 year. |
Lock-in Period | 0 Years 0 Months | Returns | 6 Months: +17.07%
1 Year: +52.45% 3 Years: +77.90% |
5-Invesco India Manufacturing Fund
Investment Objective –
To generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies following the manufacturing theme. There is no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | ₹10.2700 as on 31 Oct 2024 | Age | 19 Aug 2024 | AUM | ₹800.10 Cr | Exit Load | No charges on withdrawal | Lock-in Period | 0 Years 0 Months |
6-Invesco India Technology Fund
Investment Objective –
To generate capital appreciation by investing in equity and equity related instruments of companies in the technology and technology related sectors, companies focused on driving transformative innovations across technology, automation, robotics, artificial intelligence, cloud computing and other technology companies including those benefitting from the increased digital adoption. There is no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | ₹9.6500 as on 31 Oct 2024 |
| Age | 3 Sep 2024 |
| AUM | ₹276.13 Cr |
| Exit Load | Exit load of 0.50%, if redeemed within 3 months. |
| Lock-in Period | 0 Years 0Month |
7-Invesco India ESG Integration Strategy Fund
Investment Objective –
To generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) integration strategy as defined by our proprietary investment framework. There is no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | ₹18.9700 as on 31 Oct 2024 |
| Age | 18 March 2021 | AUM | ₹18,469.89 Cr |
| Exit Load | Exit load for units in excess of 10% of the investment,
1% will be charged for redemption within 365 days |
| Lock-in Period | 0 Years 0 Months |
| Returns | 6 Months: +13.05%
1 Year: +38.57% 3 Years: +42.95% |
8-Invesco India Equity Savings Fund
Investment Objective –
To generate capital appreciation and income by investing in equity and equity related instruments arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments). There is no assurance that the investment objective of the Scheme will be achieved.
FUND METRICS-
| NAV | ₹18.1521 as on 31 Oct 2024 | Age | 7 March 2019 | AUM | ₹313.44 Cr | Exit Load | Exit load of 0.25% if redeemed within 1 month. |
| Lock-in Period | 0 Years 0 Months |
| Returns | 6 Months: +9.08%
1 Year: +23.63% 3 Years: +37.04% |
Documents required to invest in Invesco Mutual Funds
The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.
PROOF OF IDENTITY
1. PAN Card (Mandatory)
2. Voter ID Card
3. Driving License
4. Passport
5. Aadhaar Card
6. Any other valid identity card issued by Central or State Government
PROOF OF ADDRESS
1. Voter ID Card
2. Driving License
3. Passport
4. Ration Card
5. Aadhaar Card
6. Bank account statement or bank passbook
7. Utility bills like electricity or gas bills
