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Invesco Mutual Fund

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.

As of December 2020, Invesco Asset Management is managing an Average AUM of INR 44,776 crores (US$ 6.05 bn) (mutual fund, portfolio management and offshore advisory services) out of which MF AUM is INR 32,743 crores (US$ 4,424m), PMS Domestic is INR 1,183 crores (US$ 159m) & PMS Offshore is INR 10,849 crores (US$ 1,466m).

Top Performing Invesco Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Invesco India Infrastructure FundEquityVery High65.0%5star114
Invesco India Mid Cap FundEquityVery High68.3%4star1,425
Invesco India Tax PlanEquityVery High58.3%4star1,544
Invesco India Contra FundEquityVery High65.2%4star6,438
Invesco India Growth Opportunities FundEquityVery High54.5%4star3,653
Invesco India PSU Equity FundEquityVery High49.0%4star241
Invesco India Financial Services FundEquityVery High64.6%4star126
Invesco India Treasury Advantage FundDebtLow to Moderate6.3%4star3,459
Invesco India Largecap FundEquityVery High50.1%3star295
Invesco India Multi Cap FundEquityVery High63.9%3star1,201
Invesco India Corporate Bond FundDebtModerate8.6%3star3,174
Invesco India Short Term FundDebtModerate7.8%3star1,201
Invesco India Dynamic Equity FundHybridVery High31.7%3star652
Invesco India Ultra Short Term FundDebtLow to Moderate4.8%3star736
Invesco India Money Market FundDebtLow to Moderate5.0%3star1,636
View All Top Performing Invesco Mutual Funds

Key information

Mutual fundInvesco Mutual Fund
Asset management companyInvesco Asset Management (India) Ltd.
Set up24 July 2006
Incorporated20 May 2005
SponsorsInvesco Hong Kong Ltd.
Name of trusteesInvesco MFMr. Satyananda MishraMr. G. AnantharamanMrs. Bakul Patel (Associate)Mr. Jeremy SimpsonInvesco AMCMr. Paresh ParasnisMr. Sanjay Kumar TripathyMr. Andrew LoMr. Terry Pan
ChairmanMr. V. K. Chopra
MD and CEOMr. Saurabh Nanavati
CIOMr. Taher Badshah
Investor Service OfficerMr. Surinder Singh Negi
Compliance OfficerMr. Suresh Jakhotiya

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How can you invest in Invesco Mutual Funds?

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.

Top Fund Managers

1. Mr. Amit Nigam

With a rich experience spanning over 20 years in the Indian equity markets, Amit is currently serving as a Fund Manager - Equity with effect from 3rd September 2020. He was earlier handling the PMS equity management function at Invesco asset management (India) Pvt. Limited. Prior to joining Invesco, Amit was working with Essel Mutual Fund as Head of Equities where he was responsible for the Equity Funds management function at the firm. He has also worked with companies like BNP Paribas Investment Partners, BNP Paribas Mutual Fund, SBI Funds Management & Reliance Industries Ltd in the past. Amit holds a Mechanical Engineering Degree from IIT Roorkee and a PGDBM from IIM Indore.

2. Mr. Dhimant Kothari

Dhimant has an experience of 15 years in financial and equity research and is currently serving as ‘Fund Manager’ at Invesco. In his last assignment, Dhimant was working as Senior Manager - Research with Credit Analysis & Research Ltd., where he was handling the analysis and preparation of research reports on various industries and companies. Apart from that, his other assignments entail Lotus India Asset Management and CRISIL Ltd., where he was responsible for analyzing companies across various sectors and preparing research reports. He is a Chartered Accountant and holds a Commerce degree.

3. Mr. Neelesh Dhamnaskar

Neelesh is a part of the equity investment team at Invesco and serves the firm as ‘Fund Manager’. He has more than 15 years of experience in equity research and the financial services domain. Prior to joining Invesco, Neelesh was working with Enam (now a part of Axis Bank) where he was tracking companies across sectors and assisting the PMS Fund Manager in his investment decisions. Prior to that, he was working with KRC, a domestic broking house, tracking companies within the automobiles, metals and sugar sector. Neelesh has also worked with Anand Rathi Securities Limited as a Commodities Research Analyst. Neelesh holds a Commerce degree and an MMS degree with a specialization in Finance from Mumbai University. He is also pursuing CFA (USA) and is a Level III candidate.

4. Mr. Nitin Gosar

With an experience of 15 years in equity research, Nitin is currently serving as ‘Fund Manager’ at Invesco. Prior to joining Invesco, Nitin was working as Research Analyst with IFCI Financial Services where he was responsible for tracking pharma and agriculture-related companies. In the past, Nitin has worked with Batlivala & Karani Securities, tracking companies in the pharma sector. His other assignments include SKP Securities and NDA Securities where he was tracking midcap companies in banking, steel, agriculture, publication, healthcare and engineering sectors. Nitin holds a BMS degree. He also holds a Master's degree in Finance from ICFAI.

5. Mr. Pranav Gokhale

Pranav has more than 18 years of experience, which includes over 15 years of experience in Indian equity markets and is currently working as ‘Fund Manager’ at Invesco. Prior to joining Invesco, he has worked with IL&FS as Assistant Manager - Senior Equity Analyst, ICICI Direct as Assistant Manager – Research, International Ship Repair LLC Fujairah as Senior Financial Officer and Rosy Blue Securities. Pranav is a Chartered Accountant from the Institute of Chartered Accountants of India, New Delhi and has also done his M.Com from Mumbai University.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Invesco India Infrastructure Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Sectoral/Thematic segment. It has given a commendable 11.37% annual returns in the last three years. In the previous year, it delivered 64.99% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹1,000
AUM114Cr
1Y Returns65.0%

Invesco India Mid Cap Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Mid Cap segment. It has given a commendable 14.65% annual returns in the last three years. In the previous year, it delivered 68.27% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹1,000
AUM1,425Cr
1Y Returns68.3%

Invesco India Tax Plan Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in ELSS segment. It has given a commendable 12.17% annual returns in the last three years. In the previous year, it delivered 58.32% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹500
AUM1,544Cr
1Y Returns58.3%

Invesco India Contra Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Value segment. It has given a commendable 12.01% annual returns in the last three years. In the previous year, it delivered 65.18% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹1,000
AUM6,438Cr
1Y Returns65.2%

Invesco India Growth Opportunities Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Large & Mid Cap segment. It has given a commendable 10.8% annual returns in the last three years. In the previous year, it delivered 54.47% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹1,000
AUM3,653Cr
1Y Returns54.5%

Invesco India PSU Equity Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Sectoral/Thematic segment. It has given a commendable 10.3% annual returns in the last three years. In the previous year, it delivered 49.04% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹1,000
AUM241Cr
1Y Returns49.0%

Invesco India Financial Services Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Sectoral/Thematic segment. It has given a commendable 9.89% annual returns in the last three years. In the previous year, it delivered 64.57% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹1,000
AUM126Cr
1Y Returns64.6%

Invesco India Treasury Advantage Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Low Duration segment. It has given a commendable 7.74% annual returns in the last three years. In the previous year, it delivered 6.25% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹1,000
AUM3,459Cr
1Y Returns6.3%

Invesco India Largecap Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Large Cap segment. It has given a commendable 10.43% annual returns in the last three years. In the previous year, it delivered 50.11% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹1,000
AUM295Cr
1Y Returns50.1%

Invesco India Multicap Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Multi Cap segment. It has given a commendable 10.14% annual returns in the last three years. In the previous year, it delivered 63.9% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹1,000
AUM1,201Cr
1Y Returns63.9%

Invesco India Corporate Bond Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Corporate Bond segment. It has given a commendable 9.27% annual returns in the last three years. In the previous year, it delivered 8.64% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹1,000
AUM3,174Cr
1Y Returns8.6%

Invesco India Short Term Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Short Duration segment. It has given a commendable 8.72% annual returns in the last three years. In the previous year, it delivered 7.8% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹1,000. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹1,000
AUM1,201Cr
1Y Returns7.8%

Invesco India Dynamic Equity Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Balanced Advantage segment. It has given a commendable 6.82% annual returns in the last three years. In the previous year, it delivered 31.71% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Hybrid mutual funds in India.

Min Investment Amt₹1,000
AUM652Cr
1Y Returns31.7%

Invesco India Ultra Short Term Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Ultra Short Duration segment. It has given a commendable 6.81% annual returns in the last three years. In the previous year, it delivered 4.79% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹1,000. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹1,000
AUM736Cr
1Y Returns4.8%

Invesco India Money Market Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Money Market segment. It has given a commendable 6.64% annual returns in the last three years. In the previous year, it delivered 4.97% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹1,000. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹1,000
AUM1,636Cr
1Y Returns5.0%

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