Invesco India - Invesco Global Equity Income FoF

Ticker: mf13740
Decent 66/100

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Business Overview

Invesco Global Equity Income FoF is a thoughtfully curated fund designed for Indian investors seeking global diversification and steady income. This fund strategically invests in high-quality global equities, aiming to provide attractive returns while managing risk. It is ideal for those looking to enhance their portfolio with international exposure and consistent income streams. With a focus on long-term growth and stability, this fund stands out as a reliable choice for investors aiming to balance income and capital appreciation.

  • Global diversification for Indian investors
  • Focus on high-quality global equities
  • Aims for steady income and capital growth
  • Managed by experienced investment professionals
  • Ideal for long-term investment strategies

Opportunity vs Risk

Opportunities
  • Diversified global equity exposure
  • Potential for steady income
  • Access to international markets
  • Professional fund management
Risks ⚠️
  • Currency fluctuation impact
  • Market volatility risks
  • Management fees may reduce returns
  • Economic downturns affect performance

Peer Perspective

Invesco India - Invesco Global Equity Income FoF trades at a slight premium compared to peers like HDFC Global Equity and SBI Global Equity. For a rerating, consistent margin stability and growth acceleration are essential.
📊 Stock Investment Checklist (100 Points)
Invesco India - Invesco Global Equity Income FoF • Updated: 2025-09-29 13:44:49
  • 10
    Business
    High
    The fund focuses on global equities, which are in a future-ready sector with a diversified model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are stable, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is strong, but there are minor concerns regarding pledging.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and liquidity should be monitored.


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