{"id":249065,"date":"2026-09-16T12:08:02","date_gmt":"2026-09-16T06:38:02","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/"},"modified":"2026-09-16T12:08:02","modified_gmt":"2026-09-16T06:38:02","slug":"invesco-india-equity-savings-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/","title":{"rendered":"Invesco India Equity Savings Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-equity-savings-fund-g-direct-plan\">Invesco India Equity Savings Fund Direct Growth Plan<\/a> is priced at \u20b918.832 as of 15 Sep 2026, with scheme AUM of \u20b9280 Cr. Its 1-year, 3-year and 5-year returns are -0.77%, 8.43% and 7.48%, and the scheme is tagged as Medium Risk. Our view is that it suits investors who want an equity-savings style allocation with a steadier profile than a pure equity fund, but who can still accept periodic weakness when markets turn less supportive.<\/p>\n<p>The fund\u2019s longer-run record is more balanced than its latest 1-year outcome. The portfolio is led by cash and bank exposure, with a meaningful allocation to government securities and liquid-style holdings, so the return pattern is likely to remain less aggressive than a full equity strategy while still participating in market recovery.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Invesco_India_Equity_Savings\" title=\"Should you BUY or HOLD Invesco India Equity Savings?\">Should you BUY or HOLD Invesco India Equity Savings?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Invesco_India_Equity_Savings_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Invesco India Equity Savings Fund Direct Growth Plan?\">What is the current NAV of Invesco India Equity Savings Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_benchmark\" title=\"How does it compare with the benchmark?\">How does it compare with the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_shown_here\" title=\"How does it compare with the peer funds shown here?\">How does it compare with the peer funds shown here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-equity-savings-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b918.832 as of 15 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9280 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.71%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>07 Mar 2019<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>Medium Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Hybrid<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.25% on or before 1M, Nil after 1M<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Amey Sathe, Deepak Gupta, Krishna Cheemalapati<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Amey Sathe, Deepak Gupta and Krishna Cheemalapati.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-0.78%<\/td>\n<td>-4.81%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>0.86%<\/td>\n<td>-3.63%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-0.77%<\/td>\n<td>-8.27%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>8.43%<\/td>\n<td>5.59%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>7.48%<\/td>\n<td>5.58%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent performance has been mixed, but the fund has handled the latest periods better than the benchmark. The 1-month and 3-month numbers are positive or only mildly negative, while the benchmark remains weaker over those same horizons. That tells us the fund has been more resilient than Nifty 50 in the near term, even though the latest 1-year figure is still slightly negative.<\/p>\n<p>The longer picture is more constructive. The 3-year and 5-year returns are both above the benchmark, which suggests the structure has worked better over a full market cycle than the headline 1-year number implies. For investors, that matters because this type of scheme is usually judged on how it behaves through different market phases, not just on a single weak year.<\/p>\n<p>The time pattern also looks less volatile than an equity-only portfolio, but not flat. There were periods of mild softness, followed by recovery, and the compounding path improved over the medium term. In our view, that is consistent with an equity-savings style scheme that can lag in sharp rallies but still preserve a more measured return profile.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Invesco_India_Equity_Savings\"><\/span>Should you BUY or HOLD Invesco India Equity Savings?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Invesco India Equity Savings? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-equity-savings-fund-g-direct-plan\">Invesco India Equity Savings Fund Direct Growth Plan<\/a><\/td>\n<td>-0.77%<\/td>\n<td>8.43%<\/td>\n<td>7.48%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-equity-savings-fund-g-direct-plan\">Edelweiss Equity Savings Fund Direct Growth Plan<\/a><\/td>\n<td>8.26%<\/td>\n<td>11.32%<\/td>\n<td>9.71%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-equity-savings-fund-g-direct-plan\">HSBC Equity Savings Fund Direct Growth Plan<\/a><\/td>\n<td>6.84%<\/td>\n<td>12.61%<\/td>\n<td>10.76%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/woc-equity-savings-fund-g-direct-plan\">WOC Equity Savings Fund Direct Growth Plan<\/a><\/td>\n<td>6.63%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/mahindra-manulife-equity-savings-fund-g-direct-plan\">Mahindra Manulife Equity Savings Fund Direct Growth Plan<\/a><\/td>\n<td>5.58%<\/td>\n<td>9.02%<\/td>\n<td>8.63%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/axis-equity-savings-fund-g-direct-plan\">Axis Equity Savings Fund Direct Growth Plan<\/a><\/td>\n<td>5.15%<\/td>\n<td>9.4%<\/td>\n<td>7.84%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. The fund\u2019s 1-year return trails several peers in the table, while the 3-year and 5-year figures are also lower than the stronger peer numbers shown here. That creates a clear short-term and long-term gap versus the better-performing peer set, even though the fund still stays ahead of its benchmark over 3 years and 5 years. The message is that relative performance has been acceptable, but not as strong as the leading peer figures available here.<\/p>\n<p>For investors, the peer comparison tells two different stories. In the near term, the fund has held up better than the benchmark but not as well as the top peer returns. Over longer horizons, it has delivered positive compounding, yet the peer set offers higher figures across the available 3-year and 5-year periods. That makes the fund more of a steadier, moderate-return option than a standout growth choice.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Net Receivables \/ (Payables)<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>49.22%<\/td>\n<\/tr>\n<tr>\n<td>Axis Bank Limited<\/td>\n<td>Bank<\/td>\n<td>9.49%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Limited<\/td>\n<td>Bank<\/td>\n<td>7.15%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Mahindra Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>6.07%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Limited<\/td>\n<td>Crude Oil<\/td>\n<td>5.45%<\/td>\n<\/tr>\n<tr>\n<td>Invesco India Liquid Fund &#8211; Direct Plan &#8211; Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>4.51%<\/td>\n<\/tr>\n<tr>\n<td>6.94% Government of India 2036<\/td>\n<td>Government Securities<\/td>\n<td>3.92%<\/td>\n<\/tr>\n<tr>\n<td>ICICI Bank Limited<\/td>\n<td>Bank<\/td>\n<td>3.91%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Limited<\/td>\n<td>IT<\/td>\n<td>2.86%<\/td>\n<\/tr>\n<tr>\n<td>Invesco India Short Term Fund &#8211; DR Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>2.39%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 94.97% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-equity-savings-fund-g-direct-plan\">Invesco India Equity Savings Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest disclosed holding is Net Receivables \/ (Payables) at 49.22%, which is very large relative to the rest of the portfolio. After that, the weights fall to 9.49% and 7.15% in the two biggest bank positions, so the gap from first to tenth is steep rather than gradual. That shape tells us the portfolio is heavily influenced by a small number of positions, especially the cash-and-net-assets line and the large bank holdings.<\/p>\n<p>The disclosed top 10 add up to 94.97%, across 37 total holdings, so the portfolio is not limited to only a few names. Even so, the visible weights suggest that the first several positions may have greater influence on the fund\u2019s behaviour than the smaller tail positions. For investors, that means the scheme may feel diversified across many holdings, but its actual short-term movement could still be shaped by a concentrated set of large exposures.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This scheme is better aligned with investors who are comfortable with Medium Risk and want a hybrid-style return path rather than a pure equity swing. The 1-year result is slightly negative, but the 3-year and 5-year figures are positive and ahead of the benchmark, which makes the fund more suitable for investors who can stay invested through weaker phases.<\/p>\n<p>The main trade-off is that the fund may not capture the full upside of sharper equity rallies, especially with a portfolio that carries a large cash-and-net-assets line and meaningful debt-style exposure. In return, it may offer a calmer experience than a fully equity-oriented fund. A medium to longer investment horizon is more sensible here than a short-term expectation of strong outperformance.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 0.25% if units are sold within 1 month; nil after 1 month.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Invesco_India_Equity_Savings_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Invesco India Equity Savings Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b918.832 as of 15 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s 1-year return is -0.77%, the 3-year return is 8.43%, and the 5-year return is 7.48%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_benchmark\"><\/span>How does it compare with the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has done better than Nifty 50 over 3 years and 5 years, while the 1-year figure is less weak than the benchmark\u2019s -8.27% decline. The shorter 1-month and 3-month figures are also ahead of the benchmark.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_shown_here\"><\/span>How does it compare with the peer funds shown here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The peer table shows stronger 1-year, 3-year and 5-year returns for several peers, while this fund is still ahead of the benchmark on longer horizons. That leaves it as a steadier but less assertive performer versus the stronger peer figures shown.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Amey Sathe, Deepak Gupta and Krishna Cheemalapati. The exit load is 0.25% if units are sold within 1 month, and nil after 1 month.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Invesco India Equity Savings Fund Direct Growth Plan has a softer 1-year outcome, but its 3-year and 5-year figures are more stable and sit above the benchmark. Against peers, the available return figures are less strong than the better names in the comparison table, so the fund looks more like a measured hybrid option than a standout return leader. The portfolio is also notable for a very large cash-and-net-assets line, which may keep the ride more controlled but can also cap upside.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 16 September 2026 at 12:06 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Invesco India Equity Savings Fund Direct Growth Plan\",\"identifier\":\"invesco-india-equity-savings-fund-g-direct-plan\",\"category\":\"Hybrid\",\"dateCreated\":\"07 Mar 2019\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":18.832,\"valueReference\":\"as of 15 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"280 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.71\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-0.77},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":8.43},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":7.48},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Amey Sathe, Deepak Gupta, Krishna Cheemalapati\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Invesco India Equity Savings Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b918.832 as of 15 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year return is -0.77%, the 3-year return is 8.43%, and the 5-year return is 7.48%.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than Nifty 50 over 3 years and 5 years, while the 1-year figure is less weak than the benchmark\u2019s -8.27% decline. The shorter 1-month and 3-month figures are also ahead of the benchmark.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds shown here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The peer table shows stronger 1-year, 3-year and 5-year returns for several peers, while this fund is still ahead of the benchmark on longer horizons. That leaves it as a steadier but less assertive performer versus the stronger peer figures shown.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Amey Sathe, Deepak Gupta and Krishna Cheemalapati. The exit load is 0.25% if units are sold within 1 month, and nil after 1 month.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Invesco India Equity Savings Fund Direct Growth Plan NAV is \u20b918.832 as of 15 Sep 2026. The fund has 1Y, 3Y and 5Y returns of -0.77%, 8.43% and 7.48% with Medium Risk.<\/p>\n","protected":false},"author":38,"featured_media":249064,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-249065","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["249064"],"rank_math_title":["Invesco India Equity Savings Fund Review 2026 | NAV"],"rank_math_description":["Invesco India Equity Savings Fund Direct Growth Plan NAV is \u20b918.832; 5Y return is 7.48% and 1Y return is -0.77%."],"rank_math_focus_keyword":["Invesco India Equity Savings Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Invesco_India_Equity_Savings_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/249065","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=249065"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/249065\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/249064"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=249065"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=249065"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=249065"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}