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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).

List of undefined in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Invesco India Infrastructure FundEquityVery High6.8%5₹414
Invesco India Largecap FundEquityVery High2.1%5₹617
Invesco India Mid Cap FundEquityVery High0.6%4₹2,149
Invesco India Contra FundEquityVery High1.6%4₹8,214
Invesco India Tax Plan FundEquityVery High-4.8%4₹1,671
Invesco India Financial Services FundEquityVery High-6.3%4₹390
Invesco India Ultra Short Term FundDebtLow to Moderate3.8%4₹758
Invesco India Arbitrage FundHybridLow4.6%4₹1,105
Invesco India Smallcap FundEquityVery High1.1%3₹1,162
Invesco India Gold FundOtherHigh5.4%3₹58
Invesco India Growth Opportunities FundEquityVery High-2.0%3₹3,502
Invesco India - Invesco Global Equity Income FoF FundOtherVery High-7.9%3₹12
Invesco India Equity Savings FundHybridModerately High0.1%3₹151
Invesco India Corporate Bond FundDebtLow to Moderate3.0%3₹2,566
Invesco India Treasury Advantage FundDebtLow to Moderate3.5%3₹1,596
View All

Key information about Invesco Asset Management (India) Ltd.

Mutual fund nameInvesco Mutual Fund
Asset management company nameInvesco Asset Management (India) Ltd.
AMC Setup Date24 July 2006
AMC Incorporation Date20 May 2005
Sponsor nameInvesco 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
Compliance OfficerMr. Suresh Jakhotiya
Investor Service OfficerMr. Surinder Singh Negi

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How can you invest in ?

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: The fund's annualized returns for the past 3 years & 5 years has been around 19.97% & 14.34%. 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 ₹500.

Min Investment Amt₹1,000
AUM₹414Cr
1Y Returns6.8%

Invesco India Largecap Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 12.69% & 11.28%. The Invesco India Largecap Fund comes under the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Invesco India Largecap Fund is ₹1,000 and for SIP, it is ₹100.

Min Investment Amt₹1,000
AUM₹617Cr
1Y Returns2.1%

Invesco India Mid Cap Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 19.63% & 14.16%. 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 ₹1,000 and for SIP, it is ₹500.

Min Investment Amt₹1,000
AUM₹2,149Cr
1Y Returns0.6%

Invesco India Contra Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 15.22% & 13.43%. 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 ₹500.

Min Investment Amt₹1,000
AUM₹8,214Cr
1Y Returns1.6%

Invesco India Tax Plan Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 12.86% & 11.85%. The Invesco India Tax Plan Fund comes under the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Invesco India Tax Plan Fund is ₹500 and for SIP, it is ₹500.

Min Investment Amt₹500
AUM₹1,671Cr
1Y Returns-4.8%

Invesco India Financial Services Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 5.71% & 8.55%. The Invesco India Financial Services Fund comes under the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Invesco India Financial Services Fund is ₹1,000 and for SIP, it is ₹100.

Min Investment Amt₹1,000
AUM₹390Cr
1Y Returns-6.3%

Invesco India Ultra Short Term Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 5.05% & 6.14%. The Invesco India Ultra Short Term Fund comes under the Debt category of Invesco Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Invesco India Ultra Short Term Fund is ₹1,000 and for SIP, it is ₹1,000.

Min Investment Amt₹1,000
AUM₹758Cr
1Y Returns3.8%

Invesco India Arbitrage Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 4.95% & 5.61%. 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₹1,105Cr
1Y Returns4.6%

Invesco India Smallcap Fund Direct Growth

Fund Performance: The Invesco India Smallcap Fund comes under the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Invesco India Smallcap Fund is ₹1,000 and for SIP, it is ₹500.

Min Investment Amt₹1,000
AUM₹1,162Cr
1Y Returns1.1%

Invesco India Gold Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 13.58% & 11.99%. The Invesco India Gold Fund comes under the Other category of Invesco Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Invesco India Gold Fund is ₹1,000 and for SIP, it is ₹500.

Min Investment Amt₹1,000
AUM₹58Cr
1Y Returns5.4%

Invesco India Growth Opportunities Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 12.37% & 11.8%. The Invesco India Growth Opportunities Fund comes under the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Invesco India Growth Opportunities Fund is ₹1,000 and for SIP, it is ₹100.

Min Investment Amt₹1,000
AUM₹3,502Cr
1Y Returns-2.0%

Invesco India Invesco Global Equity Income FoF Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 9.03% & 8.03%. The Invesco India - Invesco Global Equity Income FoF Fund comes under the Other category of Invesco Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Invesco India - Invesco Global Equity Income FoF Fund is ₹1,000 and for SIP, it is ₹1,000.

Min Investment Amt₹1,000
AUM₹12Cr
1Y Returns-7.9%

Invesco India Equity Savings Fund Direct Growth

Fund Performance: The Invesco India Equity Savings Fund comes under the Hybrid category of Invesco Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Invesco India Equity Savings Fund is ₹1,000 and for SIP, it is ₹500.

Min Investment Amt₹1,000
AUM₹151Cr
1Y Returns0.1%

Invesco India Corporate Bond Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 6.7% & 6.06%. The Invesco India Corporate Bond Fund comes under the Debt category of Invesco Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Invesco India Corporate Bond Fund is ₹1,000 and for SIP, it is ₹100.

Min Investment Amt₹1,000
AUM₹2,566Cr
1Y Returns3.0%

Invesco India Treasury Advantage Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 5.73% & 6.51%. The Invesco India Treasury Advantage Fund comes under the Debt category of Invesco Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Invesco India Treasury Advantage Fund is ₹1,000 and for SIP, it is ₹100.

Min Investment Amt₹1,000
AUM₹1,596Cr
1Y Returns3.5%

FAQs on Invesco Mutual Fund

How to Start Invesco Mutual Fund SIP Online?

One can start investing in Invesco Mutual Fund online through Groww without any hassles. Alternatively, they can also invest through the respective fund houses’ website. One can also make use of any other online platform or mobile application to invest in Invesco Mutual Funds.

How to Calculate Invesco Mutual Fund SIP?

To calculate Invesco Mutual Fund SIP, one needs to take into account certain things such as:

  1. the investment amount
  2. the tenure of SIP
  3. the number of your Invesco Mutual Fund SIPs (if there's any) already paid
  4. expected interest rate

How to redeem Invesco Mutual Fund?

To redeem Invesco Mutual Funds through offline mode, one can visit the nearest fund house and submit a form. Alternatively, an investor can also visit the official website and redeem the investment by signing in with the folio number. They can also withdraw their Invesco Mutual Fund investments from any online portal where they have invested.

How to increase SIP amount in axis mutual fund?

An Invesco Mutual Fund sip amount can be increased with the help of Step-up or top-up SIPs. Earlier, this facility was provided by very few fund houses. Now, however, most of them offer it but it is advisable to check with the fund house first. If the facility is available, it is advisable to check with Step-up Calculator to calculate the SIP Amount and then take any decision.

How to stop a SIP in an Invesco Mutual Fund online?

Yes, you can stop your SIP online at any time by just placing a Cancel SIP request. To stop or cancel your SIP, you can either log in to the Invesco Mutual Funds website with a folio number or contact your agent or check the steps on the online investment platform where you have invested.

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