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EQUITY•SECTORAL / THEMATIC

Invesco India ESG Integration Strategy Fund

3 Year return

13.29%
NAV on January 27, 2026
17.82
1D Returns
-0.22%
Launched on February 2021(5 years)

Investment Details

₹100
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
23.42%₹843
Total Value ₹4,443

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹433.86 Cr.
Expense Ratio
1.15% (inclusive of GST)
Exit Load
if units are redeemed/switched out within 1 year from the date of allotment. if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Invesco Mutual Fund Manager

AN

Amit Nigam

Fund Manager since Sep 2020

HK

Haresh Kapoor

Fund Manager since Jan 2026

TB

Taher Badshah

Fund Manager since Feb 2021

Fund House Details

Invesco Mutual Fund

Invesco Mutual Fund

Asset management company

AUM
₹1,40,293.75 Cr.
No. of Schemes
141
Setup Date
May 2005

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
SBI PSU Fund28.8142%
0
Aditya Birla Sun Life PSU Equity Fund26.7335%
0
ICICI Prudential Infrastructure Fund22.9306%
0

Schemes by Invesco Mutual Fund

List of mutual fund schemes by AMC

About Invesco India ESG Equity Fund Direct Plan Growth

Invesco India ESG Equity Fund Direct Plan Growth is a mutual fund managed by Invesco Mutual Fund. the Invesco India ESG Equity Fund falls under the "Equity - ESG" category. ESG stands for Environmental, Social, and Governance factors, indicating that the fund focuses on investing in companies that meet certain sustainability and ethical criteria. The Invesco India ESG Equity Fund is an open-ended fund, allowing you to buy and redeem units on any business day. The expense ratio of the fund is 1.05%, which is higher than the category average of 0.9%. This means that the fund charges higher fees to investors, which can impact their returns over the long term.

Investment Objectives of the Scheme

The fund's primary objective is to provide long-term capital appreciation by investing in a portfolio of companies that demonstrate strong Environmental, Social, and Governance practices. The fund manager selects stocks based on ESG parameters, aiming to invest in companies with a positive impact on society and the environment while maintaining financial performance.

Key Features of The Fund

5-year return
0%
Expense Ratio
1.15%
Fund Manager
Amit Nigam
Fund Size
₹433.86 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

This fund could be suitable for investors who prioritize ethical and sustainable investing. If you want to align your investment portfolio with companies that adhere to responsible business practices, the Invesco India ESG Equity Fund might be a suitable choice. It's relevant for investors who are socially conscious and believe in the potential for companies with sustainable practices to deliver competitive financial returns.

AMC Contact Details

NameInvesco Mutual Fund
Launch DateMay 2005
AddressUnit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013
Contact 1-800-209-0007(Toll Free) +91-22-6731-0000
Emailmfservices@invesco.com
Websitehttps://invescomutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Invesco India ESG Integration Strategy Fund on January 27, 2026, is ₹17.82
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Invesco India ESG Integration Strategy Fund, is ₹433.86 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Invesco India ESG Integration Strategy Fund is 1.15%
The Invesco India ESG Integration Strategy Fund was launched on February 26, 2021. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Invesco India ESG Integration Strategy Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,443 in 3Y at 13.2942% returns
SIP Date1st of every month

Your next SIP Payment will be on 27 February 2026

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