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Fund Facts
  • Name of Fund:
    Invesco India Manufacturing
  • Opening:
    25th July 2024
  • Closing:
    8th August 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic - Manufacturing
  • Minimum Investment:
    Rs. 1,000/- per application and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    0.5% of NAV if units are redeemed/switched out on or before 3 months from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

To generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies following the manufacturing theme.

  • Benchmark:

  • NIFTY INDIA MANUFACTURING

  • Fund Manager:

  • Amit Ganatra, Dhimant Kothari

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
ICICI Prudential Manufacturing Fund 29.68(6M) 63.77(1Y)
Kotak Manufacture In India Fund 30.35(6M) 50.53(1Y)

Fund Prognosis

Idea Distiller

Manufacturing, the mandarins will have us believe, has everything going their way. The ultimate value generator over the next few years. And thus the fund.

  • Fund House AAUM:

  • Rs 8363658.83 Lakhs(as on 30th June, 2024)

  • Fund Manager:

  • Combined experience of more than 16 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

It is a mixed bag. The biggest constraint for manufacturing are input costs (energy) and slow market growth. I have my reservations.