Invesco India Infrastructure Fund(G)
View the direct plan of this scheme
Rs 67.4 0.64(0.959 %) NAV as on 10 Sep 2024Scheme Objective: To generate capital appreciation by investing in a portfolio that is predominantly constituted of Equity and Equity Related Instruments of infrastructure companies.
Performance (As on 10 Sep 2024)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 24.24 % | 61.90 % | 31.24 % | 33.36 % | 11.96 % |
NIFTY 500 | 15.70 % | 34.92 % | 16.77 % | 21.35 % | N/A |
Portfolio
Sector funds focus their entire portfolio on one particular sector such as banking, infrastructure, or pharmaceuticals. These funds can have very high concentration in their top few stocks. A sector fund can deliver outsized returns compared to the market when the sector is in market favour during a rising market. These funds can be prolonged underperformers if markets donu2019t pick up the theme or if the sector is going through a bad patch. These funds require well-timed entry at the low point and an exit at the high point in order to see returns.
Sector funds suit investors with very high risk appetites, and who have the knowledge and ability to track sector performance.