Invesco India Arbitrage Fund - Direct Plan - Growth Option is an open-ended equity scheme offered by Invesco Mutual Fund. The investment manager of Invesco Mutual Fund is Invesco Asset Management (India) Private Limited, and the scheme is a suitable investment option for those who want medium-term income.
Investment Objective of Invesco India Arbitrage Fund - Direct Plan - Growth Option
The investment objective of Invesco India Arbitrage Fund - Direct Plan - Growth Option is to generate income via arbitrage opportunities that emerge from mis-pricing between the cash market and the derivatives market. It also aims to generate income by deploying the surplus cash in fixed income instruments.
Key Features of Invesco India Arbitrage Fund - Direct Plan - Growth Option
Some of the significant features of Invesco India Arbitrage Fund - Direct Plan - Growth Option are as indicated in the table below:
| Type of fund | Open-ended equity scheme |
| Plans available |
|
| Options under each plan | The Regular Plan and the Direct Plan both come with two options:
|
| Risk | Moderately Low |
| Systematic Investment Plan | Available |
| Systematic Transfer Plan | Available |
| Systematic Withdrawal Plan | Available |
Investment Amount for Invesco India Arbitrage Fund - Direct Plan - Growth Option
The following is the information regarding the investment amounts and loads:
| Minimum application amount | Rs.5,000 and in multiples of Re.1 thereafter |
| Minimum additional investment | Rs.1,000 and in multiples of Re.1 thereafter |
| Minimum instalment for Systematic Investment Plan (SIP) | Rs.500 per month and in multiples of Re.1 thereafter in case of Monthly SIP, and Rs.1,500 per quarter and in multiples of Re.1 thereafter in case of Quarterly SIP |
| Entry Load | Not Applicable |
| Exit Load |
|
Asset Allocation for Invesco India Arbitrage Fund - Direct Plan - Growth Option
| Instruments | Allocations (Percentage of total assets) |
| Equity and equity-related securities | 65% to 80% |
| Money market and debt securities and fixed income derivatives | 20% to 35% |
NAV Disclosure and Benchmark for Invesco India Arbitrage Fund - Direct Plan - Growth Option
The Net Asset Value of Invesco India Arbitrage Fund - Direct Plan - Growth Option is calculated regularly and disclosed on the website of the fund house as well as the website of the Association of Mutual Funds in India by 9:00 p.m. every working day.
The Benchmark adopted by Invesco India Arbitrage Fund - Direct Plan - Growth Option is the CRISIL Liquid Fund Index.
Invesco India Arbitrage Fund - Direct Plan - Growth Option Fund Manager
Invesco India Arbitrage Fund - Direct Plan - Growth Option is managed by Mr. Pranav Gokhale who has been in charge of the scheme for over six years.
Why you should Invest in Invesco India Arbitrage Fund - Direct Plan - Growth Option
Invesco India Arbitrage Fund - Direct Plan - Growth Option is ideal for investors who are looking for income in the medium term through investment in opportunities that arise out of mis-pricing between the cash and derivatives markets, and also by deploying surplus cash in fixed income instruments.
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