Invesco India largecap Fund

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1–7 yearsInvestment Horizon

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Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Standard Deviation16.6%

Sharpe Ratio0.12

Beta1.11

A closer look at the investment thesis, portfolio construction, and current holdings.

SectoralAllocation

Energy & Infra7.59%

Services10.91%

Technology10.36%

Consumers23.3%

Capital Goods13.37%

Financial Services32.1%

Utilities2.38%

Domestic100%

CompanySectorAllocation

HDFC Bank LtdFinancial Services8.34%

ICICI Bank LtdFinancial Services6.66%

Infosys LtdTechnology6.03%

Bharti Airtel LtdServices4.13%

Reliance Industries LtdEnergy & Infra4.09%

Bajaj Finance LtdFinancial Services3.76%

Kotak Mahindra Bank LtdFinancial Services3.04%

Axis Bank LtdFinancial Services2.86%

Eicher Motors LtdConsumers2.70%

Titan Co LtdConsumers2.70%

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Total Expense Ratio (TER)2.06%

INF205K01304

ISIN

DailyDealing Frequency

BSE 100 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)