Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Invesco India Technology
  • Opening:
    3rd September 2024
  • Closing:
    17th September 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic - Tech
  • Minimum Investment:
    Rs. 1,000/- per application and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    0.50% of NAV if units are redeemed/switched out within 3 months from the date of allotment
  • Thereafter:
    Not Applicable

Fund Stats

Objective

To generate capital appreciation by investing in equity and equity related instruments of companies in the technology and technology related sectors, companies focused on driving transformative innovations across technology, automation, robotics, artificial intelligence, cloud computing and other technology companies including those benefitting from the increased digital adoption.

  • Benchmark:

  • NIFTY IT

  • Fund Manager:

  • Hiten Jain, Aditya Khemani

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
HDFC Technology Fund 27.52(6M) 42.82(1Y)
ICICI Prudential Technology Fund 22.06(6M) 36.31(1Y)

Fund Prognosis

Idea Distiller

Technology is still a great bet and with the lowering of interest rates could be an even better bet.

  • Fund House AAUM:

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

  • Fund Manager:

  • Combined experience of above 18 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

None actually. Very tepid and an extremely crowded space with many proven performers.