Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Invesco India PSU Equity IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Bharat Electronics Ltd
9.9%
Power Grid Corp Of India Ltd
8.6%
Bharat Petroleum Corp Ltd
7.8%
State Bank of India
7.7%
NTPC Green Energy Ltd
5.3%
Hindustan Petroleum Corp Ltd
5.0%
BEML Ltd
4.8%
Hindustan Aeronautics Ltd Ordinary Shares
4.4%
National Aluminium Co Ltd
4.3%
REC Ltd
3.6%
Top industry exposure
Industrials
30.9%
Financial Services
22.1%
Utilities
21.8%
Energy
15.9%
Basic Materials
6.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
58%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 10% units and 1% for redemption between 10% to Maximum% units and within 365 days
Fund objective
To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors.