Invesco India Consumption Fund - Regular Plan - IDCW Plan
Expense Ratio: 2.37
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty India Consumption TRI
Inception: 03-10-2025
Exit Load: Nil
Fund Size:₹555.82 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund4.69%
Cat. Avg.N/A
Fund Facts
PE Ratio
70.65
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Eternal Limited | 30.60 | 5.41% |
| 2 | InterGlobe Aviation Limited | 26.30 | 4.65% |
| 3 | Sedemac Mechatronics Limited | 23.07 | 4.08% |
| 4 | TVS Motor Company Limited | 21.45 | 3.79% |
| 5 | Bharti Airtel Limited | 21.11 | 3.74% |
| 6 | Trent Limited | 20.72 | 3.67% |
| 7 | Aditya Infotech Limited | 19.86 | 3.51% |
| 8 | Craftsman Automation Limited | 18.93 | 3.35% |
| 9 | Titan Company Limited | 18.64 | 3.30% |
| 10 | CCL Products (India) Limited | 17.66 | 3.12% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Nov, 25 | 45000 | 49430 | +9.8% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 29 Oct, 25 | 1 L. | 1.05 L. | +4.7% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.