- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -2.02%
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 8 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India ESG Integration Strategy Fund - Direct Plan - Growth | -4.11% | -2.02% | 0.11% | 6.08% | 6.21% | -7.13% | 10.22% | 9.36% | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -6.46% | -2.16% | -1.24% | 4.06% | 2.33% | -8.24% | 8.45% | 13.75% | 15.9% | 14.39% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -4.66% | -2.16% | -0.91% | 4.09% | 2.89% | -2.55% | 10.21% | 10.48% | 12.83% | 12.45% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 17.85% | -1.13% | 0.17% | 6.12% | 20.37% | 14.1% | 25.2% | 17.36% | 25.59% | 14.72% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 1.63% | -1.4% | -2.15% | 0.8% | 7.67% | -1.19% | 17.38% | 18.62% | 18.94% | 15.49% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 0.08% | -1.65% | -2.54% | -1.76% | -2.19% | 5.02% | 26.54% | 24.06% | 19.63% | 15.07% |
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 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -1.46% | 3.05% | 0.79% | -2.15% | -4.27% | -4.09% | -11.6% | 7.45% | 0.06% | 4.88% |
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 | 5.57% | -5.83% |
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 | LTM (INE214T01019) | IT - Software | 3.23% |
| Kotak Mahindra Bank Ltd | KOTAKBANK (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 | NUVAMA (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 | BECTORFOOD (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 |
|---|---|---|
| 8 July, 2026 | 17.97 | -2.02% |
| 7 July, 2026 | 18.34 | 0.44% |
| 6 July, 2026 | 18.26 | 0.38% |
| 3 July, 2026 | 18.19 | 0.55% |
| 2 July, 2026 | 18.09 | 0.78% |
| 1 July, 2026 | 17.95 | 0.56% |
| 30 June, 2026 | 17.85 | -0.17% |
| 29 June, 2026 | 17.88 | -0.45% |
| 25 June, 2026 | 17.96 | 0.22% |
| 24 June, 2026 | 17.92 | 1.13% |
| 23 June, 2026 | 17.72 | -0.89% |
| 22 June, 2026 | 17.88 | 0.22% |
| 19 June, 2026 | 17.84 | 0% |
| 18 June, 2026 | 17.84 | 0.28% |
| 17 June, 2026 | 17.79 | 0.45% |
| 16 June, 2026 | 17.71 | 0.57% |
| 15 June, 2026 | 17.61 | 1.56% |
| 12 June, 2026 | 17.34 | 2.24% |
| 11 June, 2026 | 16.96 | -0.59% |
| 10 June, 2026 | 17.06 | -0.41% |
| 9 June, 2026 | 17.13 | 1.12% |
| 8 June, 2026 | 16.94 | -1.11% |
| 5 June, 2026 | 17.13 | 0.29% |
| 4 June, 2026 | 17.08 | 0.35% |
| 3 June, 2026 | 17.02 | -0.47% |
| 2 June, 2026 | 17.1 | 0.47% |
| 1 June, 2026 | 17.02 | -0.7% |
| 29 May, 2026 | 17.14 | -1.32% |
| 27 May, 2026 | 17.37 | 0.4% |
| 26 May, 2026 | 17.3 |
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 17.97 as on 8 July, 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 -4.11% as on 8 July, 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 -7.13% as on 8 July, 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 10.22% as on 8 July, 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 9.36% as on 8 July, 2026.