Invesco Caterpillar PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.
The Invesco Caterpillar PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.
It falls under the Small & Mid Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.77.15 Cr.
Over the last 1 year, it delivered a strong return of 4.09%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.
Invesco Caterpillar PMS Strategy or Investment Approach - PMS Details
Strategy Name
Start Date
Category
Benchmark
AUM (Rs.)
Min. Investment
Fund Manager
1 Yr. Return
3 Yr. Return
5 Yr. Return
Invesco Caterpillar Portfolio Management Strategy - Portfolio Characteristics
No. of Stocks
Top 5 Stocks%
Top 5 Sectors%
Portfolio Age
SIP
STP
Average Market Cap
Invesco Caterpillar PMS Strategy - Cost or Charges
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Invesco Caterpillar PMS Investment Approach - Portfolio Composition
Large Cap
Mid Cap
Small Cap
Cash & Equivalent
