- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↑ 0.4%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Invesco India ESG Integration Strategy Fund - Direct Plan - Growth and its peers as on 27 May, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India ESG Integration Strategy Fund - Direct Plan - Growth | -7.31% | 0.4% | 2% | 1.34% | -1.25% | -7.61% | 11.15% | 10.2% | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -7.1% | 0.32% | 0.07% | -3.19% | -2.56% | -6.47% | 10.35% | 14.32% | 15.08% | 14.98% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -5.48% | 0.35% | 1.77% | -0.62% | -3.3% | -1.16% | 11.72% | 11.19% | 12.27% | 12.69% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 10.97% | -0.1% | -0.29% | 9.23% | 7.02% | 12.45% | 26.8% | 16.8% | 23.66% | 14.43% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 4.66% | 0.53% | 2.22% | 1.89% | 5.78% | 5.31% | 21.49% | 20.51% | 18.7% | 16.71% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 4.62% | 0.33% | 2.01% | -3.23% | -4.28% | 12.5% | 32.13% | 25.63% | 19.56% | 16.62% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | -9.6% | 26.5% | 22.93% | -2.34% |
Discrete returns (monthly)
| Month | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -3.83% | 0.32% | -1.46% | 3.05% | 0.79% | -2.15% | -4.27% | -4.09% | -11.6% | 7.45% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|---|
| Returns | 4.94% | -8.12% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 99.27% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 0.73% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 6.50% |
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 6.35% |
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 5.19% |
| Infosys Limited | INFY (INE009A01021) | IT - Software | 5.13% |
| Bajaj Finance Ltd | BAJFINANCE (INE296A01032) | Finance | 5.06% |
| Apollo Hospitals Enterprise Limited | APOLLOHOSP (INE437A01024) | Healthcare Services | 4.16% |
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | 3.94% |
| Titan Company Limited | TITAN (INE280A01028) | Consumer Durables | 3.80% |
| LTIMindtree Limited | LTIM (INE214T01019) | IT - Software | 3.23% |
| Kotak Mahindra Bank Ltd | INE237A01036 | Banks | 3.18% |
| Tech Mahindra Limited | TECHM (INE669C01036) | IT - Software | 2.94% |
| Eicher Motors Limited | EICHERMOT (INE066A01021) | Automobiles | 2.84% |
| Eternal Limited | ETERNAL (INE758T01015) | Retailing | 2.82% |
| Torrent Pharmaceuticals Limited | TORNTPHARM (INE685A01028) | Pharmaceuticals & Biotechnology | 2.77% |
| Nestle India Limited | NESTLEIND (INE239A01024) | Food Products | 2.50% |
| ZF Commercial Vehicle Control Systems India Limited | ZFCVINDIA (INE342J01019) | Auto Components | 2.39% |
| Home First Finance Company India Limited | HOMEFIRST (INE481N01025) | Finance | 2.34% |
| Nuvama Wealth Management Ltd | INE531F01023 | Capital Markets | 2.13% |
| Cholamandalam Investment and Finance Company Limited | CHOLAFIN (INE121A01024) | Finance | 2.06% |
| CG Power and Industrial Solutions Limited | CGPOWER (INE067A01029) | Electrical Equipment | 1.97% |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 1.90% |
| Divi's Laboratories Limited | DIVISLAB (INE361B01024) | Pharmaceuticals & Biotechnology | 1.89% |
| Mahindra & Mahindra Limited | M&M (INE101A01026) | Automobiles | 1.78% |
| Mrs. Bectors Food Specialities Ltd | INE495P01020 | Food Products | 1.76% |
| RBL Bank Limited | RBLBANK (INE976G01028) | Banks | 1.68% |
| BSE Limited | BSE (INE118H01025) | Capital Markets | 1.64% |
| Honeywell Automation India Limited | HONAUT (INE671A01010) | Industrial Manufacturing | 1.59% |
| TVS Motor Company Limited | TVSMOTOR (INE494B01023) | Automobiles | 1.57% |
| Coforge Limited | COFORGE (INE591G01025) | IT - Software | 1.53% |
| Trualt Bioenergy Ltd | TRUALT (INE0MWH01014) | Agricultural Food & other Products | 1.42% |
| Samvardhana Motherson International Limited | MOTHERSON (INE775A01035) | Auto Components | 1.36% |
| Max Healthcare Institute Limited | MAXHEALTH (INE027H01010) | Healthcare Services | 1.32% |
| InterGlobe Aviation Limited | INDIGO (INE646L01027) | Transport Services | 1.31% |
| Chalet Hotels Limited | CHALET (INE427F01016) | Leisure Services | 1.31% |
| Vishal Mega Mart Limited | VMM (INE01EA01019) | Retailing | 1.27% |
| Global Health Limited | MEDANTA (INE474Q01031) | Healthcare Services | 0.98% |
| Bank of Baroda | BANKBARODA (INE028A01039) | Banks | 0.95% |
| Lodha Developers Limited | LODHA (INE670K01029) | Realty | 0.94% |
| One 97 Communications Limited | PAYTM (INE982J01020) | Financial Technology (Fintech) | 0.92% |
| Power Grid Corporation of India Limited | POWERGRID (INE752E01010) | Power | 0.85% |
Portfolio data is as on date 31 March, 2026
NAV history
Invesco India ESG Integration Strategy Fund - Direct Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 27 May, 2026 | 17.37 | 0.4% |
| 26 May, 2026 | 17.3 | -0.35% |
| 25 May, 2026 | 17.36 | 1.22% |
| 22 May, 2026 | 17.15 | 0.29% |
| 21 May, 2026 | 17.1 | 0.41% |
| 20 May, 2026 | 17.03 | 0.06% |
| 19 May, 2026 | 17.02 | 0.59% |
| 18 May, 2026 | 16.92 | 0.06% |
| 15 May, 2026 | 16.91 | 0.12% |
| 14 May, 2026 | 16.89 | 0.66% |
| 13 May, 2026 | 16.78 | -0.36% |
| 12 May, 2026 | 16.84 | -2.49% |
| 11 May, 2026 | 17.27 | -1.37% |
| 8 May, 2026 | 17.51 | 0.34% |
| 7 May, 2026 | 17.45 | 0.35% |
| 6 May, 2026 | 17.39 | 1.87% |
| 5 May, 2026 | 17.07 | 0.06% |
| 4 May, 2026 | 17.06 | 0.29% |
| 30 April, 2026 | 17.01 | -0.7% |
| 29 April, 2026 | 17.13 | 0.53% |
| 28 April, 2026 | 17.04 | -0.58% |
| 27 April, 2026 | 17.14 | 0.47% |
| 24 April, 2026 | 17.06 | -1.22% |
| 23 April, 2026 | 17.27 | -0.92% |
| 22 April, 2026 | 17.43 | -0.85% |
| 21 April, 2026 | 17.58 | 1.33% |
| 20 April, 2026 | 17.35 | 0.06% |
| 17 April, 2026 | 17.34 | 0.87% |
| 16 April, 2026 | 17.19 | 0.12% |
| 15 April, 2026 | 17.17 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Invesco India ESG Integration Strategy Fund - Direct Plan - Growth?
The latest NAV of Invesco India ESG Integration Strategy Fund - Direct Plan - Growth is 17.37 as on 27 May, 2026.What are YTD (year to date) returns of Invesco India ESG Integration Strategy Fund - Direct Plan - Growth?
The YTD (year to date) returns of Invesco India ESG Integration Strategy Fund - Direct Plan - Growth are -7.31% as on 27 May, 2026.What are 1 year returns of Invesco India ESG Integration Strategy Fund - Direct Plan - Growth?
The 1 year returns of Invesco India ESG Integration Strategy Fund - Direct Plan - Growth are -7.61% as on 27 May, 2026.What are 3 year CAGR returns of Invesco India ESG Integration Strategy Fund - Direct Plan - Growth?
The 3 year annualized returns (CAGR) of Invesco India ESG Integration Strategy Fund - Direct Plan - Growth are 11.15% as on 27 May, 2026.What are 5 year CAGR returns of Invesco India ESG Integration Strategy Fund - Direct Plan - Growth?
The 5 year annualized returns (CAGR) of Invesco India ESG Integration Strategy Fund - Direct Plan - Growth are 10.2% as on 27 May, 2026.