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Mutual Fund Review – Religare Invesco Equity

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Fund Name: Religare Invesco Equity (G)


Category: Equity – Diversified

Expense Ratio: 3.04%

Risk Level: Average

Benchmark: S&P BSE 100

Objective: To generate long-term capital growth from a focused portfolio of predominantly equity and equity-related securities.

Returns (Annualized)


Our Review

Religare Invesco Equity (G) has made its inception in the year 2007. Since inception, it has produced annualized returns of 7.15%. It has managed to beat the benchmark index as well as category average consistently in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include J&K bank, HDFC bank, Wipro, BPCL and ITC. The fund invests 79% of assets into large caps, 21% in mid caps. The fund has performed in the long term. It could weather the ups and downs of markets in the past few years. Annualized return of 19% in the past 5 years is a great achievement for any fund. Most of the allocation of the fund is into large caps. Exposure to each stock is in the range of 2-10%. In all, it chooses about 5-10 sectors for investment.

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