Our Opinion
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Our Opinion
Riskometer
Very High
₹65.1800
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Invesco India PSU Equity Fund - Regular Plan
|
|
Very High
|
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2.12 |
||
|
|
Very High
|
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1.82 |
|||
|
|
Very High
|
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1.82 |
|||
|
|
Very High
|
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2.08 |
|||
|
|
Very High
|
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2.47 |
₹1,511 Cr
1.00 (365)
1,000
1,000
100
12
About Invesco India PSU Equity Fund - Regular Plan
Invesco India PSU Equity Fund - Regular Plan is a equity mutual fund scheme of Invesco Mutual Fund. Launched on November 18, 2009, it is currently managed by Hiten Jain and Sagar Gandhi. The fund has an expense ratio of 2.12% with an overall AUM (Assets Under Management) of ₹1,511 Cr.
Invesco India PSU Equity Fund is mandated to invest at least 80 per cent of its assets in the shares of public sector (PSU) companies. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹100.
Investment Strategy
The fund aims capital appreciation by investing in equity and equity related instruments of companies where the Central / State Government(s) has majority shareholding or management control or powers to appoint majority of directors.
Suitability
Nobody should invest in PSU funds in our opinion, because:
If you still choose to invest:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Invesco India PSU Equity Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Invesco India PSU Equity Fund - Regular Plan can be bought from the Invesco Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Invesco India PSU Equity Fund - Regular Plan, is ₹65.1800 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
9.32
|
|
|
7.59
|
|
|
6.93
|
|
|
6.82
|
|
|
6.76
|
Over the past five years, Invesco India PSU Equity Fund - Regular Plan has delivered an annualised return of 24.46% as of 19-Mar-2026.
The minimum investment required to start investing in Invesco India PSU Equity Fund - Regular Plan is ₹1,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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