Invesco India ESG Integration Strategy Fund Regular-IDCW Payout

Invesco India ESG Integration Strategy Fund Regular-IDCW Payout: Mutual Fund Overview

Invesco India ESG Integration Strategy Fund Regular-IDCW Payout is an Thematic-ESG mutual fund with over 5.01 years of performance history. The scheme manages an AUM of ₹399.56 Cr and has a NAV of ₹11.63. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -11.74%.

Equity, Thematic-ESG, Principal at very high risk

1 Year Return -11.74% at 24 Mar 2026 04:10 PM

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Fund Details

NAV 11.63

Sub-Type Thematic-ESG

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 5.01

Fund Size(in Crores) 399.56

Fund Performance

1 Month -13.65%

3 Month -17.83%

6 Month -17.5%

1 Year -11.74%

3 Year 8.42%

5 Year 7.61%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.98%) Market Cap Mid Cap 5.48 Small Cap 15.48 Large Cap 78.02 Top Sectors Financial 37.91 Technology 11.96 Healthcare 10.54 Automobile 10.31 Services 7.26 Communication 4.77 Consumer Staples 4.19 Consumer Discretionary 3.63 Capital Goods 3.54 Construction 2.88 Energy 1.99 Top Holding ICICI Bank 6.33 Kotak Mahindra Bank 3.26 TruAlt Bioenergy 1.24 BSE 1.44 Bharti Airtel 4.77 Nestle India 2.4 Cholamandalam Investment and Finance Company 2.3 ZF Commercial 2.45 CG Power 1.91 Axis Bank 3.89 Eternal 2.65 Bank of Baroda 1.07 Chalet Hotels 1.32 Max Healthcare Institute 1.01 Apollo Hospitals Enterprise 4.12 Nuvama Wealth Management 1.99 RBL Bank 1.61 TVS Motor Company 1.57 HDFC Bank 7.68 Shriram Finance 1.85 Coforge 1.42 Mahindra & Mahindra 1.78 One97 Communications 0.92 Lodha Developers 1.2 Divi's Laboratories 1.92 Vishal Mega Mart 0.93 Bajaj Finance 5.49 Infosys 4.9 Global Health 1.01 Samvardhana Motherson 1.5 LTIMindtree 3.13 Home First Finance Company India 2.44 Torrent Pharmaceuticals 2.48 Titan Company 3.63 Tech Mahindra 2.51 Mrs. Bectors Food Specialities 1.79 Power Grid Corporation Of India 0.75 DLF 1.68 Eicher Motors 3.01 Honeywell Automation India 1.63

Debt & Others (1.02%) Sector Allocation Net Payables -0.5 Repo 1.52 Debt Credit Ratings Debt Category Others 1.02

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-Growth Ret 1M -12.48% Ret 1Y -2.42% Ret 3Y 12.1% Ret 5Y 8.48%

Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-IDCW Ret 1M -12.48% Ret 1Y -2.42% Ret 3Y 12.1% Ret 5Y 8.48%

Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-IDCW Reinvestment Ret 1M -12.48% Ret 1Y -2.42% Ret 3Y 12.1% Ret 5Y 8.48%

Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-Growth Ret 1M -11.56% Ret 1Y -5.73% Ret 3Y 10.22% Ret 5Y 6.76%

Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-IDCW Payout Ret 1M -11.56% Ret 1Y -5.73% Ret 3Y 10.22% Ret 5Y 6.76%

Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-IDCW Reinvestment Ret 1M -11.56% Ret 1Y -5.73% Ret 3Y 10.22% Ret 5Y 6.76%

Equity, Flexi Cap funds Baroda BNP Paribas ESG Best-in-class strategy Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas ESG Best-in-class strategy Fund Regular-IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas ESG Best-in-class strategy Fund Regular-IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund - Growth Ret 1M -11.59% Ret 1Y -5.67% Ret 3Y 14.65% Ret 5Y 10.81%

Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund-IDCW Ret 1M -11.59% Ret 1Y -5.67% Ret 3Y 14.65% Ret 5Y 10.81%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.44%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Haresh Kapoor

Education Mr. Haresh Kapoor is a B.Com, M.Com, MBA and has cleared CFA Level II.

Experience Prior to joining Invesco Asset Management Pvt. Ltd. he has worked with Alchemy Capital Management Pvt. Ltd. and 360 ONE Asset Management Ltd.

Taher Badshah

Education Mr. Taher Badshah is a B.E (Electronics) and MMS (Finance) from University of Mumbai.

Experience Prior to joining Invesco Asset Management Pvt. Ltd. he has worked with Motilal Oswal Asset Management Company Ltd., Aditya Birla Sun Life Mutual Fund, Kotak Mahindra and ICICI Prudential AMC.

Amit Nigam

Education Mr. Nigam is BE from IIT, Roorkee and PGDBM from IIM, Indore.

Experience Prior to joining Invesco Mutual Fund, he has worked with Essel Finance AMC Ltd., BNP Paribas Asset Management India Pvt. Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 11

Date of Incorporation 2021-03-20

Total AUM 142646.53

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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Invesco India ESG Integration Strategy Fund Regular-IDCW Payout FAQs

How to invest in Invesco India ESG Integration Strategy Fund Regular-IDCW Payout?

Investing in Invesco India ESG Integration Strategy Fund Regular-IDCW Payout through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout?

The term expense ratio for Invesco India ESG Integration Strategy Fund Regular-IDCW Payout or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout is 2.44% as of 24 Mar 2026.

What is the NAV of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout?

The NAV of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout is ₹11.63 as of 24 Mar 2026.

What is the AUM of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout?

The AUM (Assets Under Management) of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout is ₹399.56 Cr as of 24 Mar 2026.

What is the PE and PB ratio of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout?

The PE ratio of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in Invesco India ESG Integration Strategy Fund Regular-IDCW Payout?

Yes, you can invest in Invesco India ESG Integration Strategy Fund Regular-IDCW Payout through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout in the last 5 years?

The return of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout in the last 5 years is 7.61%.

What is the minimum SIP investment required in Invesco India ESG Integration Strategy Fund Regular-IDCW Payout?

The minimum SIP investment in Invesco India ESG Integration Strategy Fund Regular-IDCW Payout depends on the fund's scheme rules and usually starts at a small amount. For Invesco India ESG Integration Strategy Fund Regular-IDCW Payout, the minimum SIP amount is ₹100.0.

What is the current NAV of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout?

The NAV of Invesco India ESG Integration Strategy Fund Regular-IDCW Payout, as of 24 Mar 2026, is ₹11.63.

Who manages the Invesco India ESG Integration Strategy Fund Regular-IDCW Payout?

The fund managers responsible for Invesco India ESG Integration Strategy Fund Regular-IDCW Payout are: