MF
MFGenie.ai
Sectoral / ThematicVery High📊 NIFTY IT TRI

Invesco India Technology Fund · Regular · Growth

Invesco Mutual Fund

#173 of 214 (1Y)

NAV

₹9.3900

as of 16 Jul 2026

Expense Ratio

2.39%

AUM

₹295 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High
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Lumpsum returns (CAGR)

1Y
-2.80%
3Y
5Y
Since Inception
-3.42%

SIP returns (XIRR)

1Y
+2.43%
3Y
5Y
Since Inception
+0.60%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-0.26

Sharpe Ratio

-0.06

Alpha

0.38

Beta

-0.26

Sortino

19.05%

Std Dev

-22.88%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseInvesco Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY IT TRI ✓
Launch Date23 Sept 2024
AMFI Code152862
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Loadif units are redeemed or switched out on or before 3 months from the date of allotment 0.50% if units are redeemed or switched out after 3 months Nil Switch between the Plans under the Scheme Nil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026
Holding% NAV

Investment Objective

Invesco India Technology Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Invesco India Technology Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Invesco Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹295 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY IT TRI. The current expense ratio is 2.39%.

Who Should Invest?

  • Aggressive investors comfortable with significant short-term volatility
  • Investors with a long-term horizon of 7+ years who can ride out market cycles
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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