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Invesco India PSU Equity Fund - Growth

  • Equity
  • PSU Themes
  • Very High
  • Current NAV

    ₹57.18 0.16%

    23-04-2024
  • Annual Returns

    84.78%

  • Min. SIP ₹500

    Min. Investment ₹1000

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  • Equity 98.28%
  • Others 1.72%

Market Cap

Allocation
Large Cap 72.3
Mid Cap 18.04
Small Cap 7.94

Sector Allocation

Energy

Financial

Capital Goods

Materials

Services

Insurance

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
23-Apr-2024
Holdings PE Ratio
23-Apr-2024
1Y Return
Bharat Electronics Ltd. Large Cap Capital Goods (52.55) 9.26% 48.01 127.9%
NTPC Ltd. Large Cap Energy (26.55) 8.98% 17.26 104.78%
State Bank of India Large Cap Financial (16.11) 8.66% 10.64 42.51%
Coal India Ltd. Large Cap Materials (10.61) 7.91% 9.26 91.91%
Power Grid Corporation Of India Ltd. Large Cap Energy (26.94) 7.14% 16.83 63.95%
Bharat Petroleum Corporation Ltd. Large Cap Energy (40.15) 5.97% 4.45 71.41%
Hindustan Aeronautics Ltd. Large Cap Capital Goods (52.55) 5.77% 41.41 36.74%
NHPC Ltd. Mid Cap Energy (26.55) 5.69% 24.27 109.42%
Bank Of Baroda Large Cap Financial (16.11) 4.51% 7.09 47.49%
Container Corporation Of India Ltd. Mid Cap Services (33.63) 4.48% 47.18 55.74%
Bharat Dynamics Ltd. Small Cap Capital Goods (52.55) 3.92% 0 95.35%
REC Ltd. Large Cap Financial (16.32) 3.77% 8.72 257%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (40.15) 3.59% 4.05 99.9%
GAIL (India) Ltd. Large Cap Energy (23.83) 3.51% 16.27 84.52%
Indian Bank Mid Cap Financial (16.11) 3.18% 8.97 68.78%
SBI Life Insurance Company Ltd. Large Cap Insurance (25.04) 3% 0 32.72%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (9.19) 2.31% 8.46 73.3%
Gujarat State Petronet Ltd. Small Cap Energy (23.83) 1.86% 10.97 14.96%
Union Bank of India Large Cap Financial (16.11) 1.51% 8.46 106.63%
BEML Ltd. Small Cap Capital Goods (79.1) 1.18% 72.93 165.94%
Mazagon Dock Shipbuilders Ltd. Mid Cap Capital Goods (51.66) 1.1% 28.45 205.21%
Can Fin Homes Ltd. Small Cap Financial (9.84) 0.98% 0 32.73%

Market Cap

Allocation
Others 1.72

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.09% 0%
Others Others -0.37% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Invesco India PSU Equity Fund?

The top holdings of this fund are Bharat Electronics Ltd., NTPC Ltd., State Bank of India, Coal India Ltd., Power Grid Corporation Of India Ltd.

Top 5 Sector for Invesco India PSU Equity Fund?

The major sectors of this fund are Energy, Financial, Capital Goods, Materials, Services.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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