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Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)

Equity Data as of Aug 2026 Comparing May 2026 → Aug 2026
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Stocks Held
40
Aug 2026
Equity Holdings
₹391.05 Cr
Equity only, excl. debt & cash
AAUM
₹374.55 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
24.5%
Diversified
Top 10 Weight
42.1%
Moderate
Changes
44
4 new · 4 exits
Top Sector
Banks
19.1% of portfolio
Launch Date
26 Feb 2021
5 years old

AAUM (Average Assets Under Management) of ₹374.55 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy) made 4 new additions and exited 4 stocks this month. The biggest new buy was Mphasis Limited (IT - Software) at 1.81% weight. Max Healthcare Institute Limited was the biggest exit (Healthcare Services), which was held at 1.38%. Among existing holdings, Eternal Limited saw the biggest increase — now at 3.57% of the portfolio. Nestle India Limited was trimmed the most, now at 1.63%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 19.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 22.3% 19.7% -2.6%
Finance 12.0% 11.6% -0.3%
IT - Software 12.1% 10.7% -1.4%
Capital Markets 4.3% 6.2% +1.8%
Automobiles 6.1% 6.1% 0.0%
Healthcare Services 6.2% 5.1% -1.2%
Telecom - Services 5.1% 5.0% -0.1%
Consumer Durables 3.9% 4.9% +1.0%
Pharmaceuticals & Biotechnology 4.5% 4.7% +0.2%
Retailing 4.2% 4.3% +0.1%
May 2026 Aug 2026
Sector Prev Curr Delta
Banks 19.7% 19.1% -0.6%
IT - Software 10.7% 12.5% +1.8%
Finance 11.6% 11.7% +0.1%
Capital Markets 6.2% 7.0% +0.9%
Automobiles 6.1% 6.6% +0.5%
Pharmaceuticals & Biotechnology 4.7% 5.8% +1.1%
Consumer Durables 4.9% 5.5% +0.6%
Telecom - Services 5.0% 4.7% -0.3%
Auto Components 3.9% 3.8% -0.1%
Retailing 4.3% 3.6% -0.7%
🟢
Biggest New Buy
Mphasis Limited
1.81% weight · IT - Software
🔴
Biggest Exit
Max Healthcare Institute Limited
1.38% was held · Healthcare Services
Biggest Add
Eternal Limited
+0.69% · now 3.57%
Biggest Trim
Nestle India Limited
-0.90% · now 1.63%
🤝 Other funds also bought this month
Multi Commodity Exchange of India Limited 71 funds
Multi Commodity Exchange of India Limited
Edel BSE Capital Markets & Insurance ETF
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option
Aditya Birla Sun Life Nifty 200 Momentum 30 ETF + more
Mphasis Limited 30 funds
Mphasis Limited
ICICI Prudential Focused Fund
Invesco India Technology Fund
Navi Nifty IT Index Fund + more
Oberoi Realty Limited 25 funds
Oberoi Realty Limited
BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth
DSP Quant Fund - Direct Plan - Growth
NJ Value Fund + more
Grindwell Norton Limited 13 funds
Grindwell Norton Limited
Invesco India PSU Equity Fund
Motilal Oswal Nifty Microcap 250 Index Fund- Direct- Growth Option
Mahindra Manulife Manufacturing Fund - Direct Plan - Growth + more
👋 Other funds also exited
One 97 Communications Limited 59 funds
One 97 Communications Limited
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option + more
Max Healthcare Institute Limited 56 funds
Max Healthcare Institute Limited
Kotak Healthcare Fund - Direct Plan - Growth Option
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Kotak Services Fund - Direct - Growth + more
Vishal Mega Mart Limited 54 funds
Vishal Mega Mart Limited
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN
Kotak Midcap Fund - Direct Plan - Growth
Mirae Asset Great Consumer Fund + more
Mrs. Bectors Food Specialities Limited 8 funds
Mrs. Bectors Food Specialities Limited
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
Aditya Birla Sun Life Conglomerate Fund-Direct Growth
Canara Robeco Value Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Aug 2026

May 2026 Aug 2026
🟢 4 New Entries 🔴 4 Exits ↑ 19 Increased ↓ 17 Decreased
#StockSectorWeight (Aug 2026)
1
Mphasis Limited
₹7.16 Cr
IT - Software 1.81%
2
Grindwell Norton Limited
₹4.32 Cr
Industrial Products 1.09%
3
Oberoi Realty Limited
₹3.93 Cr
Realty 1.00%
4
Multi Commodity Exchange of India Limited
₹3.40 Cr
Capital Markets 0.86%
#StockSectorLast Weight (May 2026)
1
Max Healthcare Institute Limited
₹5.17 Cr
Healthcare Services 1.38%
2
Vishal Mega Mart Limited
₹5.10 Cr
Retailing 1.37%
3
One 97 Communications Limited
₹3.73 Cr
Financial Technology (Fintech) 1.00%
4
Mrs. Bectors Food Specialities Limited
₹2.85 Cr
Food Products 0.76%
#StockSectorMay 2026Aug 2026Change
1
Eternal Limited
₹14.10 Cr
Retailing 2.88% 3.57% +0.69%
2
Divi's Laboratories Limited
₹10.49 Cr
Pharmaceuticals & Biotechnology 1.98% 2.66% +0.68%
3
Titan Company Limited
₹17.10 Cr
Consumer Durables 3.66% 4.33% +0.67%
4
Shriram Finance Limited
₹10.18 Cr
Finance 1.93% 2.58% +0.65%
5
ICICI Bank Limited
₹26.66 Cr
Banks 6.17% 6.75% +0.58%
6
Coforge Limited
₹7.91 Cr
IT - Software 1.47% 2.00% +0.53%
7
Jyoti CNC Automation Ltd
₹5.67 Cr
Industrial Manufacturing 0.91% 1.44% +0.53%
8
Torrent Pharmaceuticals Limited
₹12.44 Cr
Pharmaceuticals & Biotechnology 2.70% 3.15% +0.45%
9
Nuvama Wealth Management Limited
₹12.08 Cr
Capital Markets 2.66% 3.06% +0.40%
10
Tech Mahindra Limited
₹13.00 Cr
IT - Software 2.94% 3.29% +0.35%
#StockSectorMay 2026Aug 2026Change
1
Nestle India Limited
₹6.43 Cr
Food Products 2.53% 1.63% -0.90%
2
HDFC Bank Limited
₹15.40 Cr
Banks 4.70% 3.90% -0.80%
3
Home First Finance Company India Limited
₹7.24 Cr
Finance 2.57% 1.83% -0.74%
4
LTIMindtree Limited
₹7.22 Cr
IT - Software 2.44% 1.83% -0.61%
5
BSE Limited
₹7.56 Cr
Capital Markets 2.36% 1.91% -0.45%
6
Apollo Hospitals Enterprise Limited
₹12.86 Cr
Healthcare Services 3.68% 3.26% -0.42%
7
Bharti Airtel Limited
₹18.37 Cr
Telecom - Services 4.96% 4.65% -0.31%
8
Infosys Limited
₹14.15 Cr
IT - Software 3.88% 3.58% -0.30%
9
RBL Bank Limited
₹6.27 Cr
Banks 1.86% 1.59% -0.27%
10
Trualt Bioenergy Ltd.
₹5.28 Cr
Agricultural Food & other Products 1.61% 1.34% -0.27%

What Stocks Does This Fund Hold?

40 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹26.66 Cr
Banks
6.75%
2
₹19.07 Cr
Finance
4.83%
3
₹18.37 Cr
Telecom - Services
4.65%
4
₹17.10 Cr
Consumer Durables
4.33%
5
₹15.40 Cr
Banks
3.90%
6
₹15.37 Cr
Banks
3.89%
7
₹14.15 Cr
IT - Software
3.58%
8
₹14.10 Cr
Retailing
3.57%
9
₹13.00 Cr
IT - Software
3.29%
10
₹12.86 Cr
Healthcare Services
3.26%
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🏦 Invesco Mutual Fund — Portfolio & Holdings
See all funds managed by Invesco Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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