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Loan Against Invesco India ESG Equity Fund Direct Growth

Equity

|

Sectoral / Thematic

|

Growth

ISIN NO.  -  INF205KA1338

LAUNCH DATE  -  18-Mar-2021

Returns (CAGR)

1 yr. 11.41

3 yr.

5 yr.

Since Inception 23.3%

Risk Category

Very High

Stop Redemptions with Loan Against Mutual Funds

Unlock the potential of your mutual fund investments with loan facilities from a wide range of eligible mutual fund schemes. By availing a loan against your mutual funds, you can access funds without the need to sell or redeem your investments. Retain ownership of your mutual fund units and benefit from potential growth and dividends while meeting your financial requirements.

Why Take a Loan Instead of Selling or Redeeming Mutual Fund Units?

Taking a loan against your Invesco India ESG Equity Fund Direct Growth units offers several advantages over selling or redeeming your investments:

27-Oct-2023
13.77

Fund size:
557.5942 Cr

Exit Load:
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Expense Ratio:
0.94%

Fund House:
Invesco Mutual Fund

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Min. Lump sum Investment ₹1000

Min. SIP Investment 500

CATEGORY AVERAGE 1 yr. NA 3 yr. NA

Check your eligible loan amount against mutual funds.

Value of your mutual fund
You are eligible for
50,000
Minimum portfolio value: ₹50,000
Interest Rate: 10%
Choose tenure
installment options
EMI
4395
per month
Balloon
help

Balloon Payment

(Interest only)

Pay monthly installments towards interest only. Settle the principal at the end of tenure.

416
per month

About Invesco India ESG Equity Fund Direct Growth

The scheme seeks to generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) criteria as defined by our proprietary investment framework. ;

What is a loan against
mutual funds?

With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.

You may borrow up to 50% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.

Why Take a Loan Instead of Selling or Redeeming Mutual Fund Units?

Taking a loan against your Mutual Fund units offers several advantages over selling or redeeming your investments:

How to Apply for the Loan?

Applying for a loan against your Invesco India ESG Equity Fund Direct Growth through DhanLAP is simple.

Complete your EKYC
Pledge your Mutual Fund Holdings
Get Instant Loan disbursal to your bank account.
Apply for Loan against Mutual Funds Now

Eligibility Criteria for Loan Against Invesco India ESG Equity Fund Direct Growth

To be eligible for a loan against your Invesco India ESG Equity Fund Direct Growth units with DhanLAP , you typically need to meet the following criteria:

Icon description You should be between 18 and 65 years of age
Icon description Your entire mutual fund portfolio should not be less than ₹50,000
Icon description You should hold Mutual Funds approved with CAMS & Kfintech (RTAs).
Icon description Debt & ELSS funds are not eligible.
Icon description Joint mutual fund holders are not eligible for a loan.
Icon description You should be an Indian resident

Benefits of Taking Loan Against Your Invesco India ESG Equity Fund Direct Growth with DhanLAP

Choosing a loan against Invesco India ESG Equity Fund Direct Growth with DhanLAP offers several benefits:

1

Higher Loan Amount: DhanLAP allows you to avail a higher loan amount compared to regular LAMF products, enabling you to meet substantial financial requirements.

2

Longer Repayment Tenure: You can choose a longer repayment tenure for DhanLAP, giving you more flexibility in managing your loan repayments.

3

Customized Loan Structures: DhanLAP offers customized loan structures tailored to your financial goals and requirements, providing you with greater control over the loan terms.

4

Fully End-to-end Digital Process: The documentation process for DhanLAP is fully digital and hassle-free, ensuring a smoother loan application experience.

5

Avoid Disruption to Investment Strategy: Loan Against Your Invesco India ESG Equity Fund Direct Growth with DhanLAP allows you to avoid disrupting your investment strategy and long-term financial goals. Instead of selling or redeeming your mutual fund units, you can leverage them as collateral for a loan and continue to benefit from potential market growth.

6

Cost-Effective Solution: DhanLAP offers competitive interest rates, making it a cost-effective solution compared to traditional loan options. By opting for a Loan against Your Invesco India ESG Equity Fund Direct Growth units with DhanLAP, you can access funds while minimizing the impact on your finances.

7

Quick Access to Funds: With DhanLAP, you can enjoy quick and convenient access to funds. The loan approval and disbursal process is efficient, allowing you to meet your financial needs promptly.

8

Flexibility in Loan Utilization: The loan amount obtained through DhanLAP can be used for a wide range of purposes, including home renovation, education expenses, medical emergencies, debt consolidation, or any other financial requirements you may have. You have the freedom to utilize the funds as per your specific needs.

9

Convenient Repayment Options: DhanLAP provides flexible repayment options tailored to your financial circumstances. You can choose from various repayment tenures and select a repayment plan that suits your cash flow and repayment capabilities.

10

Simple and Transparent Process: DhanLAP ensures a simplified and transparent loan process. The documentation requirements are clear, and the loan terms and conditions are communicated upfront, providing you with clarity and peace of mind.

By choosing Loan Against Invesco India ESG Equity Fund Direct Growth with DhanLAP, you can unlock the value of your investments without liquidating them, enabling you to meet your financial goals while preserving your long-term wealth creation potential.

Apply for Loan against Mutual Funds Now

List of invesco mutual fund Schemes.

Fund Name

3Y Returns

Loan Against Invesco India Invesco Global Consumer Trends FoF Direct Growth

Loan Against Invesco India ESG Equity Fund Direct Growth

Loan Against Invesco India ESG Equity Fund Direct IDCW

Loan Against Invesco India Invesco Global Consumer Trends FoF Direct IDCW

Loan Against Invesco India Medium Duration Fund Direct IDCW Quarterly

Loan Against Invesco India Flexi Cap Fund Direct IDCW

Loan Against Invesco India Flexi Cap Fund Direct Growth

Loan Against Invesco India Medium Duration Fund Direct Growth

Loan Against Invesco India Smallcap Fund Direct IDCW

36.41

Loan Against Invesco India Smallcap Fund Direct Growth

36.41

Loan Against Invesco India Infrastructure Fund Direct Growth

34.87

Loan Against Invesco India Infrastructure Fund Direct IDCW

34.87

Loan Against Invesco India PSU Equity Fund Direct Growth

32.22

Loan Against Invesco India PSU Equity Fund Direct IDCW

32.22

Loan Against Invesco India Mid Cap Fund Direct Growth

27

Loan Against Invesco India Mid Cap Fund Direct IDCW

27

Loan Against Invesco India Multicap Fund Direct IDCW

25

Loan Against Invesco India Multicap Fund Direct Growth

25

Loan Against Invesco India Contra Fund Direct Growth

22.18

Loan Against Invesco India Contra Fund Direct IDCW

22.18

Loan Against Invesco India Financial Services Fund Direct Growth

21.51

Loan Against Invesco India Financial Services Fund Direct IDCW

21.51

Loan Against Invesco India Focused 20 Equity Fund Direct IDCW

20.5

Loan Against Invesco India Focused 20 Equity Fund Direct Growth

20.5

Loan Against Invesco India Growth Opportunities Fund Direct IDCW

20.48

Loan Against Invesco India Growth Opportunities Fund Direct Growth

20.48

Loan Against Invesco India Tax Plan Direct IDCW

19.32

Loan Against Invesco India Tax Plan Direct Growth

19.32

Loan Against Invesco India Largecap Fund Direct IDCW

19.07

Loan Against Invesco India Largecap Fund Direct Growth

19.07

Loan Against Invesco India Invesco Global Equity Income FoF Direct Growth

15.08

Loan Against Invesco India Equity & Bond Fund Direct IDCW

15.01

Loan Against Invesco India Equity & Bond Fund Direct Growth

15.01

Loan Against Invesco India Invesco Pan European Equity FoF Direct Growth

14.9

Loan Against Invesco India Invesco Pan European Equity FoF Direct IDCW

14.45

Loan Against Invesco India Invesco Global Equity Income FoF Direct IDCW

14.28

Loan Against Invesco India Balanced Advantage Fund Direct Growth

12.41

Loan Against Invesco India Balanced Advantage Fund Direct IDCW

12.41

Loan Against Invesco India Equity Savings Fund Direct Growth

9.06

Loan Against Invesco India Equity Savings Fund Direct IDCW

9.06

Loan Against Invesco India Credit Risk Fund Direct IDCW Monthly

6.52

Loan Against Invesco India Credit Risk Fund Direct Growth

6.52

Loan Against Invesco India Arbitrage Fund Direct Growth

5.81

Loan Against Invesco India Arbitrage Fund Direct Bonus

5.81

Loan Against Invesco India Gold Fund Direct Growth

5.18

Loan Against Invesco India Ultra Short Term Fund Direct Growth

5.06

Loan Against Invesco India Ultra Short Term Fund Direct IDCW Daily

5.06

Loan Against Invesco India Money Market Fund Direct IDCW Daily

4.96

Loan Against Invesco India Money Market Fund Direct Growth

4.96

Loan Against Invesco India Treasury Advantage Fund Direct Growth

4.95

Loan Against Invesco India Treasury Advantage Fund Direct IDCW Monthly

4.95

Loan Against Invesco India Liquid Fund Direct IDCW Daily

4.84

Loan Against Invesco India Liquid Fund Direct IDCW Weekly

4.84

Loan Against Invesco India Gold Fund Direct IDCW

4.83

Loan Against Invesco India Corporate Bond Fund Direct Growth

4.6

Loan Against Invesco India Overnight Fund Direct Growth

4.6

Loan Against Invesco India Corporate Bond Fund Direct IDCW Yearly

4.6

Loan Against Invesco India Overnight Fund Direct IDCW Daily

4.6

Loan Against Invesco India Short Term Fund Direct IDCW Monthly

4.52

Loan Against Invesco India Short Term Fund Direct Growth

4.52

Loan Against Invesco India Banking & PSU Debt Fund Direct Growth

3.6

Loan Against Invesco India Banking & PSU Debt Fund Direct IDCW Daily

3.6

Loan Against Invesco India Gilt Fund Direct IDCW monthly

3.35

Loan Against Invesco India Gilt Fund Direct IDCW Quarterly

3.35

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