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Invesco India Dynamic Equity Fund Direct-Growth Invesco India Dynamic Equity Fund Direct-Growth Invesco India Dynamic Equity Fund Direct-Growth Invesco India Dynamic Equity Fund Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 5000 1 rating rating rating rating rating Invesco India Dynamic Equity Fund Direct-Growth 4 5

Hybrid Dynamic Asset Allocation

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

13.88%

3 Yrs CAGR returns

9.66%

5 Yrs CAGR returns

8.83%

NAV as on 27 Dec

₹ 34.05 by 0.15 ( 0.06%)

Expense ratio

1.03

Exit load

0.25%

Fund Size (Cr)

₹ 894.1


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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme seeks to generate capital appreciation by investing in equity and debt securities which are managed dynamically.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 40.99
undefined 18.48
Others 7.55
FMCG 6.61
Construction 6.03
Energy 4.85
Communication 4.47
Technology 3.79
Health Care 2.27
Automobile 2.06
Top 10 Sectors %
Others 17.06
Banking 6.41
Banking 5.14
Crude Oil & Natural Gas 4.85
Telecom.Services 4.47
Cosmetics & Toiletries 4.45
Hire Purchase 3.83
Infrastructure 3.83
Fund house details
Fund House Invesco Mutual Fund
Fund Manager Pranav Gokhale
Fund Setup Date 01 Jan 2013
Address 2101 - A-A Wing - 21st Floor, Marathon Futurex, N.M. Joshi Marg, Lower Parel,
Contact 022-67310000 / 1800 209 0007
Email ID mfservices@invesco.com
More About This Fund

About Invesco India Dynamic Equity Fund

Invesco India Dynamic Equity Fund invests a major portion of its corpus in equities that are managed dynamically. Dynamic Funds are designed to invest in a mix of equities, cash and debt securities and the fund manager changes the fund allocations among these asset classes as per the demands of the market. Dynamic Equity Funds increase the equity exposure when the market is attractive and will prune it down by hedging or by increasing the cash or debt exposure when equity markets are expensive.

The main aim is wealth creation in the long term. Dynamic allocation of funds as per market circumstances not only offers maximum capital gains but also helps in creating a more diverse portfolio for the investor and offers flexibility to the fund manager who strategizes the dynamic investment. It is also less prone to market volatility and can switch switch between asset classes even quicker than hybrid funds at times.

Who Should Invest?

  • Investors looking for capital income over long term, even starting from low investment such as through SIP (Options of both SIP and lump sum investment is available)
  • Investors who are ready to invest in a mix of equity and debt securities, that are managed dynamically as per market valuations for achieving optimum capital gains
  • Investors looking for diverse & flexible portfolio, where fund manager can dynamically allocate funds

Risks Involved

Equity investments come with their own associated risks and sometimes the shift or change in asset allocation may go wrong. It may not give optimal returns as expected. It is for investors with appetite of moderate high risks.

If you are looking for funds that are relatively less risky you can try investing in bluechip or large cap funds. Moreover, there are other equity options that can help you save taxes as well: Tax Saver Funds/Equity Linked Saving Scheme (ELSS).

Will You Pay Tax?

If you withdraw or redeem the units before one year of investment, Short Term Capital Gains Tax of 15% is levied. Whereas, Long Term Capital Gains Tax above ₹1 lakh will be taxed at 10% after completion of 1 year of investment.

Let’s say, an individual has ₹2 lakh disposable taxable income in a given financial year, and s/he decides to invest the amount in ELSS. ₹1.5 lakh out of this amount would be exempted from any taxation.₹50,000 would be taxed as per the income tax slab of the investor.

It should be noted that the investment in ELSS remains locked-in for 3 years.

The returns from ELSS are taxed like that from any other equity mutual fund scheme. However, since the units can’t be redeemed before 3 years of investment, only Long Term Capital Gains Tax of 10% above ₹1 lakh will be levied.

Suppose an investor has made a capital gain of ₹1.5 lakh on investment in this scheme, and withdraws the amount after 1 year of investment, Long Term Capital Gains Tax of 10% would be levied on ₹50000. ₹1Lakh is exempted from taxation. The payable tax would be ₹5000.

How to Invest in Invesco India Dynamic Equity Fund?

  • Sign Up/Sign In to Paisabazaar.com and go to ‘Browse by AMCs’
  • Click on the section of Invesco India Asset Management Company Ltd.
  • Scroll or type and search directly by the name of the Invesco India Dynamic Equity Fund. Once it opens up, look at the details. You can also compare similar funds as well as use SIP Calculator or Lumpsum Calculator to estimate the future value of your investment.
  • Click on ‘Invest Now’, select either Lump sum or SIP

Why Should you Choose Paisabazaar?

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  • Easy to browse as Funds are segregated under Equity, Debt, Large Cap, ELSS, etc. You can further add filters of ratings, returns, fund houses
  • Important scheme details such as latest Net Asset Value (NAV), expense ratio, assets under management, etc are also available on the portal, making it easier for consumers to pick a suitable fund.

Frequently Asked Questions (FAQs)

Q. Should you invest in Invesco India Dynamic Equity Fund?
A. If you are an investor with a long term investment horizon, an appetite of moderate high risks and ready to invest in a dynamic fund, then you can invest in this scheme.

Q. Is it beneficial to invest via open-ended (lumpsum) or SIP?
A.
SIP (Systematic Investment Plan) is considered efficient and convenient mode of investment that is beneficial in the long term investment. It also reduces financial burden as one needs to invest periodically and provides the benefit of rupee averaging cost.

Q. What is the entry load for this fund?
A. There is no applicable entry load on the aforementioned fund.

Q. What is the exit load for this scheme?
A. If an investor redeems the purchased units within 1 year of allotment of units, an exit load of 1% is payable by the investor. However, no exit load is levied for redemption of units after 1 year of purchase.

Q. Is there any lock-in period for investment in this scheme?
A. No. Investors can redeem their investment as per their wish and needs.

Q. What is the fund manager’s style of investment?
A. Mr. Taher Badshah and Mr. Pranav Gokhale have been managing the fund since January, 2017 and June, 2018 respectively. They keep an eye on the market and shift allocation of fund corpus from one asset class to another so as to provide optimal returns to the investor.