Invesco, a US-based fund house, entered India back in 2013 in partnership with Religare Securities Ltd. to form Religare Invesco Asset Management Co. Ltd. The former owned a 49% stake in the asset management company, with the rest being held by the latter.
In 2016, Invesco bought the remaining 51% of shareholding owned by the co-sponsor Religare and renamed it as Invesco Mutual Fund. The company is a trust set up under the Indian Trusts Act, 1882 and registered with SEBI under the registration code MF/052/06/01 dated 05 May 2006.
Invesco Asset Management (India) aims to serve the investment needs of individual investors, corporate and institutions through mutual funds and sub-advised portfolios. Its product portfolio is managed by individually focused management teams to create optimum balance and results. Committed to providing financial care and top-class services Invesco subscribe to sustainable business models and processes that factor in the dynamism of the business in fast-changing market scenarios. Investors can expect best-in-class investment products that will leverage its expertise and global resources of Invesco.
Invesco
Established in 1935, Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. It manages $1.35 trillion in assets on behalf of clients worldwide (as of January 31, 2021) with specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies.
Invesco is a leading independent global investment manager, dedicated to helping investors worldwide achieve their financial objectives. Operating in more than 25 countries, Invesco provides a wide range of investment products, strategies and vehicles to retail, institutional and high net-worth clients around the world. Invesco strives to deliver strong, long-term investment performance and service across a comprehensive range of investment products for individuals and institutions around the world. Invesco, as a group, undertakes asset management, real estate, and private equity investment activities. Invesco has more than 8000 employees worldwide, on the ground in 25 countries such as in Australia, Canada, China, Europe, Hong Kong, India, Japan, Korea, Singapore, Taiwan and the United States etc.
| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | 7Y Returns | 10Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Invesco India Mid Cap Fund | Equity | Very High | 218.47 | 0.77 | -2.4% | 21.4% | 16.4% | 22.4% | 18.0% | 5 | ₹15,748 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. See more |
Invesco India Small Cap Fund | Equity | Very High | 49.84 | 0.64 | 4.3% | 20.2% | 17.3% | 25.0% | -- | 5 | ₹16,130 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. See more |
Invesco India - Invesco Global Equity Income FoF Direct-Growth | Equity | Very High | 41.81 | 0.92 | 20.3% | 24.8% | 16.3% | 16.8% | 14.7% | -- | ₹329 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. See more |
Invesco India Large & Mid Cap Fund | Equity | Very High | 121.46 | 0.79 | -1.4% | 20.9% | 14.7% | 17.5% | 16.4% | 5 | ₹12,177 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. See more |
Invesco India - Invesco Pan European Equity FoF Direct-Growth | Equity | Very High | 27.75 | 0.5 | 23.0% | 21.2% | 13.5% | 13.4% | 11.8% | -- | ₹235 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. See more |
Invesco India PSU Equity Fund | Equity | Very High | 71.11 | 1.23 | -8.3% | 18.0% | 17.6% | 19.6% | 15.2% | -- | ₹1,360 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. See more |
Invesco India Arbitrage Fund | Hybrid | Low | 37.58 | 2.2 | 6.7% | 7.4% | 7.1% | 6.4% | 6.5% | 5 | ₹30,395 | Exit load of 0.50% if redeemed within 15 days |
Invesco India - Invesco Global Consumer Trends FoF Direct-Growth | Equity | Very High | 11.37 | 0.59 | -12.9% | 20.7% | 0.9% | -- | -- | -- | ₹471 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
Invesco India Large Cap Fund | Equity | Very High | 82.72 | 0.91 | -4.2% | 13.8% | 9.1% | 14.7% | 13.3% | 5 | ₹1,925 | - |
Invesco India Pharma And Healthcare Fund | Equity | Very High | 9.12 | 3.3 | -- | -- | -- | -- | -- | -- | ₹435 | Exit load of 0.50%, if redeemed within 3 months. |
Invesco India Flexi Cap Fund | Equity | Very High | 19.50 | 0.88 | -5.0% | 16.5% | -- | -- | -- | 4 | ₹5,436 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days See more |
Invesco India Focused Fund | Equity | Very High | 30.56 | 0.7 | 0.4% | 20.4% | 13.1% | -- | -- | 5 | ₹6,228 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days See more |
Invesco India Nifty India Defence Index Fund | Equity | Very High | 9.32 | 0.29 | -- | -- | -- | -- | -- | -- | NA | - |
Invesco India Infrastructure Fund | Equity | Very High | 74.05 | 1.19 | -3.7% | 16.8% | 15.6% | 21.6% | 17.7% | 3 | ₹1,488 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. See more |
Invesco India Contra Fund | Equity | Very High | 149.97 | 0.76 | -7.5% | 14.1% | 10.8% | 16.5% | 14.9% | 3 | ₹19,248 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. See more |
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| Mutual fund name | Invesco Mutual Fund | |||||||||
| Asset management company name | Invesco Mutual Fund | |||||||||
| AMC Setup Date | 24 Jul 2006 | |||||||||
| AMC Incorporation Date | 24 Jul 2006 | |||||||||
| Sponsor name | Invesco Hong Kong Ltd. | |||||||||
| Trustee organisation | Invesco Trustee Private Limited | |||||||||
| Name of trustees | Invesco MF | Mr. Satyananda Mishra | Mr. G. Anantharaman | Mrs. Bakul Patel (Associate) | Mr. Jeremy Simpson | Invesco AMC | Mr. Paresh Parasnis | Mr. Sanjay Kumar Tripathy | Mr. Andrew Lo | Mr. Terry Pan |
| MD | Mr. Saurabh Nanavati | |||||||||
| CEO | Saurabh Nanavati(Managing Director and Chief Executive Officer) | |||||||||
| Chairman | Mr. V. K. Chopra | |||||||||
| CIO | Taher Badshah(Chief Investment Officer) | |||||||||
| Compliance Officer | Mr. Suresh Jakhotiya | |||||||||
| Investor Service Officer | Mr. Surinder Singh Negi | |||||||||
| Total AUM (as of end of last quarter) | ₹1,64,283.60Cr | |||||||||
| Address | B-1001, B Wing, 10th Floor, Marathon Futurex,N. M. Joshi Marg, Lower Parel,Mumbai, Maharashtra Mumbai 400013 |
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Follow the few simple steps mentioned below to invest in Invesco Mutual Fund in India:
Step 1. Register/create a new Groww account or log-in if you already have one.
Step 2. Upload your identity proof documents like Passport, PAN, Driving License, Aadhaar, Voter ID, Central or State Government ID card, etc.
Step 3. Upload your address proof documents like any KYC document with your permanent address.
Step 4. Choose your preferred investment period.
Step 5. Select your preferred risk appetite- low, mid, or high.
Step 6. Choose the Invesco Mutual Fund you want to invest in.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
Your Groww account will reflect the Invesco Mutual Fund in India you have purchased within 3 to 4 working days.
Follow the few simple steps mentioned below to invest in Invesco Mutual Fund in India:
Step 1. Register/create a new Groww account or log-in if you already have one.
Step 2. Upload your identity proof documents like Passport, PAN, Driving License, Aadhaar, Voter ID, Central or State Government ID card, etc.
Step 3. Upload your address proof documents like any KYC document with your permanent address.
Step 4. Choose your preferred investment period.
Step 5. Select your preferred risk appetite- low, mid, or high.
Step 6. Choose the Invesco Mutual Fund you want to invest in.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
Your Groww account will reflect the Invesco Mutual Fund in India you have purchased within 3 to 4 working days.
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 21.45% & 16.42%. The Invesco India Mid Cap Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India Mid Cap Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹15,748Cr |
| 1Y Returns | -2.4% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20.22% & 17.31%. The Invesco India Small Cap Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India Small Cap Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹16,130Cr |
| 1Y Returns | 4.3% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 24.83% & 16.25%. The Invesco India - Invesco Global Equity Income FoF Direct-Growth comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India - Invesco Global Equity Income FoF Direct-Growth is ₹1,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹329Cr |
| 1Y Returns | 20.3% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20.91% & 14.73%. The Invesco India Large & Mid Cap Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India Large & Mid Cap Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹12,177Cr |
| 1Y Returns | -1.4% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 21.17% & 13.5%. The Invesco India - Invesco Pan European Equity FoF Direct-Growth comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India - Invesco Pan European Equity FoF Direct-Growth is ₹1,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹235Cr |
| 1Y Returns | 23.0% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 18.02% & 17.65%. The Invesco India PSU Equity Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India PSU Equity Fund is ₹1,000 and for SIP, it is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,360Cr |
| 1Y Returns | -8.3% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 7.42% & 7.13%. The Invesco India Arbitrage Fund comes under the Hybrid category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India Arbitrage Fund is ₹1,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹30,395Cr |
| 1Y Returns | 6.7% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20.74% & 0.94%. The Invesco India - Invesco Global Consumer Trends FoF Direct-Growth comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India - Invesco Global Consumer Trends FoF Direct-Growth is ₹1,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹471Cr |
| 1Y Returns | -12.9% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 13.85% & 9.13%. The Invesco India Large Cap Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India Large Cap Fund is ₹1,000 and for SIP, it is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,925Cr |
| 1Y Returns | -4.2% |
Fund Performance: The Invesco India Pharma And Healthcare Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India Pharma And Healthcare Fund is ₹1,000 and for SIP, it is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹435Cr |
| 1Y Returns | -- |
Fund Performance: The Invesco India Flexi Cap Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India Flexi Cap Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹5,436Cr |
| 1Y Returns | -5.0% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20.45% & 13.06%. The Invesco India Focused Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India Focused Fund is ₹1,000 and for SIP, it is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹6,228Cr |
| 1Y Returns | 0.4% |
Fund Performance: The Invesco India Nifty India Defence Index Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India Nifty India Defence Index Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | NACr |
| 1Y Returns | -- |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 16.77% & 15.59%. The Invesco India Infrastructure Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India Infrastructure Fund is ₹1,000 and for SIP, it is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,488Cr |
| 1Y Returns | -3.7% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 14.1% & 10.81%. The Invesco India Contra Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Invesco India Contra Fund is ₹1,000 and for SIP, it is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹19,248Cr |
| 1Y Returns | -7.5% |
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