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Invesco India Phrm & Hlthcr

Invesco India Phrm & Hlthcr

1–7 yearsInvestment Horizon
HNI,MATarget Segments
strategy icon

What This Strategy Does

Invesco India Phrm & Hlthcr Reg Gr is an equity thematic fund which captures India's ₹2.5 trillion healthcare opportunity through a focused portfolio strategy, deploying capital across pharmaceutical and healthcare services to achieve broad-based earnings growth.

Performance and Risk Analysis

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

Fund Performance

Fund Performance

0.0% AnnuallyAlpha
+0.0% vs +0.0% benchmarkSince Inception
+0.0% vs +0.0% benchmark3Y Annualized
+0.0% vs +0.0% benchmark5Y Annualized
Invesco India Phrm & Hlthcr
Benchmark Index
Risk Profile

Risk Profile

Maximum Drawdown-15.2% | Jan 2025
Upside Capture96%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

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

Core Investment Theme

Core Investment Theme

Provides concentrated exposure to India's rapidly growing healthcare and pharmaceutical sectors. This theme capitalizes on favorable demographics, rising incomes, and increasing healthcare spend—powerful secular tailwinds propelling earnings growth for companies providing essential products and services.

Operational & Regulatory Details

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

iconRegulatory & Tax Information

INF205KA1BU1
verified
ISIN
DailyDealing Frequency
BSE Healthcare PR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)
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