Top 10 Invesco Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Invesco India Contra FundEquityModerately High-5.5%5star3,992
Invesco India PSU Equity FundEquityHigh2.0%4star58
Invesco India Financial Services FundEquityHigh5.0%4star151
Invesco India Largecap FundEquityModerately High-2.5%4star194
Invesco India Growth Opportunities FundEquityModerately High-2.6%4star1,659
Invesco India Tax PlanEquityModerately High-5.6%4star859
Invesco India Infrastructure FundEquityHigh-2.2%4star37
Invesco India Mid Cap FundEquityModerately High-6.3%4star485
Invesco India Smallcap FundEquityModerately HighN.A3star0
Invesco India Multi Cap FundEquityModerately High-9.0%3star842
View All Top 10 Invesco Mutual Funds

Best Invesco Equity Mutual Funds

Invesco Asset Management Private Limited targets to fulfill the needs of the domestic and international market through mutual funds and boasts of a management team that believes to create optimum results for investors. Invesco provides aims to provide excellent financial service to its investors by making sustainable business models, which has helped the company to scale up in the past.

Being one of the best investment management firm, it has an asset under management of USD 934.2 billion. It has dedicated team of professionals who analyze the market with precision,in order to take the right financial decisions.

Invesco believes in having a dynamic outlook in a fast-changing financial world. It offers a wide array of funds, ranging across various market capitalization and categories and they cater to clients in more than 120 countries.

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

Let's have a closer look

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

Invesco India Contra Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Contra segment and provided 11.4% annualized returns in the last 3 years. In the last 1 year, it gave -5.47% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.47% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹1,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt1,000
AUM3,992Cr
1Y Returns-5.5%

Invesco India PSU Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 4.76% annualized returns in the last 3 years. In the last 1 year, it gave 2.02% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.02% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹1,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt1,000
AUM58Cr
1Y Returns2.0%

Invesco India Financial Services Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 13.92% annualized returns in the last 3 years. In the last 1 year, it gave 5.01% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.01% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹1,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt1,000
AUM151Cr
1Y Returns5.0%

Invesco India Largecap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 8.11% annualized returns in the last 3 years. In the last 1 year, it gave -2.51% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.51% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹1,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt1,000
AUM194Cr
1Y Returns-2.5%

Invesco India Growth Opportunities Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 11.35% annualized returns in the last 3 years. In the last 1 year, it gave -2.61% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.61% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹1,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt1,000
AUM1,659Cr
1Y Returns-2.6%

Invesco India Tax Plan Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 9.35% annualized returns in the last 3 years. In the last 1 year, it gave -5.58% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.58% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹500. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt500
AUM859Cr
1Y Returns-5.6%

Invesco India Infrastructure Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 8% annualized returns in the last 3 years. In the last 1 year, it gave -2.18% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.18% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹1,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt1,000
AUM37Cr
1Y Returns-2.2%

Invesco India Mid Cap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 8.77% annualized returns in the last 3 years. In the last 1 year, it gave -6.33% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.33% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹1,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt1,000
AUM485Cr
1Y Returns-6.3%

Invesco India Smallcap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date29 Oct 2018
Min Investment Amt5,000
AUM0Cr
1Y Returns-100.0%

Invesco India Multicap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 6.94% annualized returns in the last 3 years. In the last 1 year, it gave -9.02% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.02% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹1,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt1,000
AUM842Cr
1Y Returns-9.0%

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What does investing in Invesco Equity Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in Invesco Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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