- Scheme Category:
- Hybrid Scheme >
- Equity Savings Fund
NAV: ₹ 15.9569 ↓ -0.87%
[as on 27 March, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of Invesco India Equity Savings Fund - Regular Plan - Growth and its peers as on 27 March, 2026
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Invesco India Equity Savings Fund - Regular Plan - Growth | -5.42% | -0.87% | -0.34% | -3.3% | -5.01% | -1.64% | 9.17% | 6.59% | 6.75% | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | - | - | - | - | 8.01% | 10.84% | -1.89% | 15.45% | 16.65% | 0.45% |
Discrete returns (monthly)
| Month | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 |
|---|
| Returns | 2.64% | 1.2% | -0.72% | -0.43% | -0.14% | 0.85% | -0.07% | -0.96% | -1.71% | -1.11% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 39.35% |
51.53% (Arbitrage: 27.11%) |
0.00% |
0.00% |
36.23% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | -0.04% |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 3.37% |
| Kotak Mahindra Bank Limited | KOTAKBANK (INE237A01028) | Banks | 1.92% |
| United Spirits Limited | UNITDSPR (INE854D01024) | Beverages | -0.02% |
| Reliance Industries Limited | RELIANCE (INE002A01018) | Petroleum Products | 0.49% |
| Infosys Limited | INFY (INE009A01021) | IT - Software | 2.60% |
| Hindustan Unilever Limited | HINDUNILVR (INE030A01027) | Diversified FMCG | 1.90% |
| Bajaj Finance Ltd | BAJFINANCE (INE296A01032) | Finance | 1.91% |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 2.13% |
| Mahindra & Mahindra Limited | M&M (INE101A01026) | Automobiles | 0.95% |
| Dixon Technologies (India) Limited | DIXON (INE935N01020) | Consumer Durables | 0.80% |
| Bharti Hexacom Limited | BHARTIHEXA (INE343G01021) | Telecom - Services | 1.70% |
| InterGlobe Aviation Limited | INDIGO (INE646L01027) | Transport Services | 1.67% |
| Coforge Limited | COFORGE (INE591G01025) | IT - Software | 1.46% |
| Hyundai Motor India Ltd | HYUNDAI (INE0V6F01027) | Automobiles | 1.39% |
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 0.32% |
| Tube Investments Of India Limited | TIINDIA (INE974X01010) | Auto Components | 1.24% |
| Poly Medicure Limited | POLYMED (INE205C01021) | Healthcare Equipment & Supplies | 1.20% |
| Mrs. Bectors Food Specialities Limited | BECTORFOOD (INE495P01012) | Food Products | 1.19% |
| Ambuja Cements Limited | AMBUJACEM (INE079A01024) | Cement & Cement Products | -0.01% |
| Home First Finance Company India Limited | HOMEFIRST (INE481N01025) | Finance | 1.14% |
| Honeywell Automation India Limited | HONAUT (INE671A01010) | Industrial Manufacturing | 0.75% |
| Nippon Life India Asset Management Limited | NAM-INDIA (INE298J01013) | Capital Markets | 0.73% |
| Power Grid Corporation of India Limited | POWERGRID (INE752E01010) | Power | 0.01% |
| Fine Organic Industries Limited | FINEORG (INE686Y01026) | Chemicals & Petrochemicals | 0.72% |
| Linde India Limited | LINDEINDIA (INE473A01011) | Chemicals & Petrochemicals | 0.69% |
| Metro Brands Limited | METROBRAND (INE317I01021) | Consumer Durables | 0.68% |
| Awfis Space Solutions Limited | AWFIS (INE108V01019) | Commercial Services & Supplies | 0.58% |
| Cholamandalam Investment and Finance Company Ltd CCD | INE121A08PJ0 | Finance | 0.54% |
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | -0.01% |
| Balkrishna Industries Limited | BALKRISIND (INE787D01026) | Auto Components | 0.51% |
| Hitachi Energy India Limited | POWERINDIA (INE07Y701011) | Electrical Equipment | 0.51% |
| Torrent Power Limited | TORNTPOWER (INE813H01021) | Power | 0.50% |
| Trent Limited | TRENT (INE849A01020) | Retailing | 0.49% |
| Clean Science and Technology Limited | CLEAN (INE227W01023) | Chemicals & Petrochemicals | 0.48% |
| Safari Industries (India) Limited | SAFARI (INE429E01023) | Consumer Durables | 0.44% |
| Bharat Forge Limited | BHARATFORG (INE465A01025) | Auto Components | 0.43% |
| Entero Healthcare Solutions Ltd | ENTERO (INE010601016) | Retailing | 0.43% |
| Timken India Limited | TIMKEN (INE325A01013) | Industrial Products | 0.43% |
| Jyoti CNC Automation Ltd | JYOTICNC (INE980O01024) | Industrial Manufacturing | 0.41% |
| Bansal Wire Industries Limited | BANSALWIRE (INE0B9K01025) | Industrial Products | 0.41% |
| Transformers And Rectifiers (India) Limited | TARIL (INE763I01026) | Electrical Equipment | 0.39% |
| Max Estates Limited | MAXESTATES (INE03EI01018) | Realty | 0.39% |
| UltraTech Cement Limited | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 0.39% |
| Supreme Industries Limited | SUPREMEIND (INE195A01028) | Industrial Products | 0.37% |
| Hindustan Aeronautics Limited | HAL (INE066F01020) | Aerospace & Defense | 0.32% |
| Hindalco Industries Limited | HINDALCO (INE038A01020) | Non - Ferrous Metals | 0.29% |
| Orchid Pharma Limited | ORCHPHARMA (INE191A01027) | Pharmaceuticals & Biotechnology | 0.17% |
| Titan Company Limited | TITAN (INE280A01028) | Consumer Durables | -0.01% |
Debt
| Name | Rating | Weight % |
|---|
| 8.30% Godrej Properties Limited 2027 ** | ICRA AA+ | 2.31% |
| 7.44% Small Industries Dev Bank of India 2026 ** | CRISIL AAA | 2.29% |
| 6.59% Summit Digitel Infrastructure Limited 2026 ** | CRISIL AAA | 2.28% |
| 6.50% Tata Capital Housing Finance Limited 2026 ** | CRISIL AAA | 2.28% |
| 6.33% Government of India 2035 | SOVEREIGN | 2.25% |
| 7.32% Government of India 2030 | SOVEREIGN | 1.19% |
| 7.44% National Bank For Agriculture and Rural Development 2028 ** | CRISIL AAA | 1.16% |
| 8.20% Can Fin Homes Limited 2027 ** | ICRA AAA | 1.16% |
| 6.79% Government of India 2034 | SOVEREIGN | 1.16% |
| 8.35% Godrej Industries Limited 2025 ** | CRISIL AA+ | 1.14% |
| 5.63% Government of India 2026 | SOVEREIGN | 1.14% |
| 8.1% Aditya Birla Real Estate Limited 2026 ** | CRISIL AA | 0.69% |
| Invesco India Liquid Fund - Direct Plan - Growth | | 2.73% |
| Invesco India Short Duration Fund - Direct Plan - Growth | | 1.47% |
| Invesco India Low Duration Fund - Direct Plan - Growth | | 1.17% |
Portfolio data is as on date 31 October, 2025
NAV history
Invesco India Equity Savings Fund - Regular Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|
| 27 March, 2026 | 15.9569 | -0.87% |
| 25 March, 2026 | 16.0965 | 0.69% |
| 24 March, 2026 | 15.9864 | 0.71% |
| 23 March, 2026 | 15.8743 | -0.86% |
| 20 March, 2026 | 16.0117 | 0.07% |
| 19 March, 2026 | 16.0002 | -1.14% |
| 18 March, 2026 | 16.1839 | 0.5% |
| 17 March, 2026 | 16.1035 | 0.18% |
| 16 March, 2026 | 16.074 | 0.28% |
| 13 March, 2026 | 16.0297 | -0.56% |
| 12 March, 2026 | 16.1204 | -0.42% |
| 11 March, 2026 | 16.189 | -0.44% |
| 10 March, 2026 | 16.2606 | 0.3% |
| 9 March, 2026 | 16.2114 | -0.68% |
| 6 March, 2026 | 16.3222 | -0.41% |
| 5 March, 2026 | 16.3902 | 0.24% |
| 4 March, 2026 | 16.3506 | -0.55% |
| 2 March, 2026 | 16.4418 | -0.37% |
| 27 February, 2026 | 16.5023 | -0.34% |
| 26 February, 2026 | 16.5592 | -0.1% |
| 25 February, 2026 | 16.5759 | 0.2% |
| 24 February, 2026 | 16.5432 | -0.42% |
| 23 February, 2026 | 16.6122 | 0.1% |
| 20 February, 2026 | 16.5957 | 0.06% |
| 19 February, 2026 | 16.5854 | -0.46% |
| 18 February, 2026 | 16.6615 | 0.1% |
| 17 February, 2026 | 16.6442 | 0.07% |
| 16 February, 2026 | 16.6322 | 0.19% |
| 13 February, 2026 | 16.6011 | -0.37% |
| 12 February, 2026 | 16.6624 | |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Invesco India Equity Savings Fund - Regular Plan - Growth?
The latest NAV of Invesco India Equity Savings Fund - Regular Plan - Growth is 15.9569 as on 27 March, 2026.
What are YTD (year to date) returns of Invesco India Equity Savings Fund - Regular Plan - Growth?
The YTD (year to date) returns of Invesco India Equity Savings Fund - Regular Plan - Growth are -5.42% as on 27 March, 2026.
What are 1 year returns of Invesco India Equity Savings Fund - Regular Plan - Growth?
The 1 year returns of Invesco India Equity Savings Fund - Regular Plan - Growth are -1.64% as on 27 March, 2026.
What are 3 year CAGR returns of Invesco India Equity Savings Fund - Regular Plan - Growth?
The 3 year annualized returns (CAGR) of Invesco India Equity Savings Fund - Regular Plan - Growth are 9.17% as on 27 March, 2026.
What are 5 year CAGR returns of Invesco India Equity Savings Fund - Regular Plan - Growth?
The 5 year annualized returns (CAGR) of Invesco India Equity Savings Fund - Regular Plan - Growth are 6.59% as on 27 March, 2026.