Invesco India Large Cap is a 13-year scheme with a strong track record of delivering consistently high risk-adjusted returns over a long period. Whether the scheme is good or bad depends on your investment horizon and risk profile. If your investment horizon is less than 5 years, the scheme probably isn’t ideal for your portfolio. As a Certified Investment Advisor, NS Wealth will not recommend any other equity scheme for that investment horizon. The scheme is suitable for an investment horizon of more than 5 years and for investors seeking steady growth, relatively moderate risk, and low volatility in their equity portfolio.

Yes, one can invest in the Invesco India Large Cap fund through a Direct plan. The scheme offers both the Direct and Regular Plan. As a Certified Investment Advisor, NS Wealth offers only fee-based mutual fund advisory services, so we consider only direct plans for advisory purposes.

Like any other equity scheme, investing in the Invesco India Large Cap Fund has a few risks that are common to any other equity scheme. These are the common, inherent risks associated with investing in the Indian equity market, such as market volatility stemming from macroeconomic trends, geopolitical issues, or government policy changes. On the other hand, a specific risk associated with the Invesco India Large Cap Fund, and one common to most large-cap funds, is the low alpha relative to mid-cap and small-cap funds. The main reason behind this is the portfolio of any large-cap fund. The fund primarily invests in the top 100 shares in the Indian market, which are either market leaders in their sectors or among the top firms in sectors with limited growth opportunities.

The scheme is managed jointly by Hiten Jain and Amit Nigam. Hiten has been the key fund manager of the Invesco India Large Cap Scheme since December 1, 2023, and Amit has been part of the team since September 2020.