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Best Invesco Equity Mutual Funds

In 2016, Invesco Ltd., an NYSE-listed global investment management firm, acquired Religare Securities, starting the Invesco Mutual Fund. They have investment managers, portfolio managers, analysts, and researchers serving clients on the ground in more than 25 countries. Serving individual investors and institutions with mutual funds and sub-advised portfolios, they have over Rs.36000 crore in assets under management.

Invesco Mutual Fund provides nearly 30 schemes in equity, fixed income, exchange-traded fund, fund-of-funds, and hybrid categories.

An equity mutual fund involves investing mostly in equity shares of different companies. Also known as stock funds or growth funds, these typically invest at least 65% of their corpus in equities or equity-related instruments. The best Invesco equity mutual funds generate high returns while taking significant risks by investing in certain stocks, depending on the scheme. 

Equity funds can be divided into active or passive funds. A fund manager actively scans the market, conducts thorough research, and searches for the best stocks to invest in. These schemes, where the fund manager actively handpicks and monitors stocks, are active funds. For passive funds, they build a portfolio mirroring a popular market index like Nifty 50 or Sensex. 

Invesco Equity Mutual Funds Categories

Moreover, the best Invesco equity mutual funds can be divided into the following categories.

Thematic and sectoral equity funds: This is when an equity fund invests in a specific investment theme or sectors like banking, information technology, or pharma. The performance of such shares heavily depends on the market state of such particular industries. 

Contra equity funds: These schemes follow a contrarian strategy of buying under-performing stocks at low prices, expecting a full recovery in the long run. 

Focused equity funds: This scheme involves investing in a maximum number of 30 stocks with high market capitalisations when starting such a scheme.

Small-cap: These funds invest in small-sized companies with a market capitalisation of less than Rs.100 crore. These tend to be the most volatile but provide sizeable returns during recovery from a recession. 

Mid-cap: These involve investing in medium-sized, developing companies. These are riskier than large-cap stocks but offer more growth potential. 

Large-cap: This type of fund involves investing in companies with large market capitalisation. These are known to be stable and hold up better during recessions. 

Multi-cap or diversified equity funds: These invest in stocks of companies regardless of size or sector, reducing the risks considerably. 

Factors to Consider Before Investing

The following are some of the factors that investors need to consider to choose the best Invesco equity mutual funds from the 10+ schemes offered.

Asset allocation: Equity funds invest 65% or more of their assets in equity shares of businesses in portions and types based on the kind of scheme. The fund manager chooses the companies to invest in based on his/her assessment of the market if it’s an active fund. The remaining amount is invested in either money market or debt instruments.

Risk: Equity funds involve a significant amount of risk for the potential of huge rewards. Small-cap, mid-cap, and thematic funds are the riskiest investment options. Large-cap and diversified funds are less risky but can be impacted by market volatility in varying degrees. However, as expert fund managers and market experts manage the best Invesco equity mutual funds, they require much less research to invest than stocks.

Returns: Equity funds deliver the highest returns among other mutual funds. But, the scale of yields depends on the scheme type. Equity funds seldom outperform stocks in terms of returns but offer more balanced profits to investors. Experienced fund managers who understand the stock market very well manage the top Invesco mutual funds.

Investment strategies: A fund manager can pick various investment styles like growth and value-based approaches. Value-based strategies involve investing in undervalued stocks that might make a significant rise in the near future. Growth investment style involves investing in companies that are already performing well and are expected to do even better. One can read out about these underlying objectives on a scheme-related page. In most cases, the investment strategy is featured in the name of a scheme itself. 

Expense ratio: Frequently buying and selling equity funds increases the expense ratio but allows the fund manager to leverage market fluctuations. Nonetheless, look at the best Invesco equity mutual fund and their expense ratios for an informed decision.

Taxability

It’d also help if investors learn the taxes applicable to capital gains on equity funds before taking the final call. 

Long-term Capital Gains Tax: If the units are sold after a year of investment, investors have to pay 10% tax on gains exceeding Rs.1 lakh.

Short-term Capital Gains Tax: If the investor holds a scheme for a period of up to a year, they are liable to pay 15% tax on STCG.

TDS: TDS does not apply to capital gains on equity mutual funds. However, dividends above Rs.5000 from the best Invesco equity mutual funds attract 10% TDS. 

These are some of the concepts that new investors need to understand before choosing the best Invesco equity funds for 2022.

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List of Invesco Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Invesco India Tax Plan FundEquityVery High1.7%4₹1,829
Invesco India Contra FundEquityVery High5.3%4₹8,655
Invesco India Growth Opportunities FundEquityVery High4.2%3₹3,882
Invesco India Mid Cap FundEquityVery High7.6%4₹2,273
Invesco India Financial Services FundEquityVery High-1.3%4₹415
Invesco India Largecap FundEquityVery High7.9%5₹602
Invesco India Multicap FundEquityVery High2.6%0₹1,859
Invesco India Dynamic Equity FundHybridVery High2.1%3₹671
Invesco India Smallcap FundEquityVery High9.6%3₹1,257
Invesco India Money Market FundDebtLow to Moderate3.1%3₹2,165
Invesco India Ultra Short Term FundDebtLow to Moderate3.5%4₹781
Invesco India Liquid FundDebtLow to Moderate3.5%3₹3,244
Invesco India PSU Equity FundEquityVery High8.1%0₹394
Invesco India Gold FundOtherHigh2.6%3₹59
Invesco India - Invesco Global Equity Income FoF FundOtherVery High16.1%3₹12
View All

Let's have a closer look

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

Invesco India Tax Plan Direct Growth

Fund Performance: The Invesco India Tax Plan Fund has given 13.23% annualized returns in the past three years and 12.34% in the last 5 years. The Invesco India Tax Plan Fund belongs to the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Tax Plan Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹1,829Cr
1Y Returns1.7%

Invesco India Contra Fund Direct Growth

Fund Performance: The Invesco India Contra Fund has given 14.57% annualized returns in the past three years and 13.65% in the last 5 years. The Invesco India Contra Fund belongs to the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Contra Fund via lump sum is ₹1,000 and via SIP is ₹500.

Min Investment Amt₹1,000
AUM₹8,655Cr
1Y Returns5.3%

Invesco India Growth Opportunities Fund Direct Growth

Fund Performance: The Invesco India Growth Opportunities Fund has given 12.32% annualized returns in the past three years and 12.28% in the last 5 years. The Invesco India Growth Opportunities Fund belongs to the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Growth Opportunities Fund via lump sum is ₹1,000 and via SIP is ₹100.

Min Investment Amt₹1,000
AUM₹3,882Cr
1Y Returns4.2%

Invesco India Mid Cap Fund Direct Growth

Fund Performance: The Invesco India Mid Cap Fund has given 19.1% annualized returns in the past three years and 14.51% in the last 5 years. The Invesco India Mid Cap Fund belongs to the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Mid Cap Fund via lump sum is ₹1,000 and via SIP is ₹500.

Min Investment Amt₹1,000
AUM₹2,273Cr
1Y Returns7.6%

Invesco India Financial Services Fund Direct Growth

Fund Performance: The Invesco India Financial Services Fund has given 6.97% annualized returns in the past three years and 9.96% in the last 5 years. The Invesco India Financial Services Fund belongs to the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Financial Services Fund via lump sum is ₹1,000 and via SIP is ₹100.

Min Investment Amt₹1,000
AUM₹415Cr
1Y Returns-1.3%

Invesco India Largecap Fund Direct Growth

Fund Performance: The Invesco India Largecap Fund has given 13.14% annualized returns in the past three years and 11.78% in the last 5 years. The Invesco India Largecap Fund belongs to the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Largecap Fund via lump sum is ₹1,000 and via SIP is ₹100.

Min Investment Amt₹1,000
AUM₹602Cr
1Y Returns7.9%

Invesco India Multicap Fund Direct Growth

Fund Performance: The Invesco India Multicap Fund has given 15.84% annualized returns in the past three years and 11.27% in the last 5 years. The Invesco India Multicap Fund belongs to the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Multicap Fund via lump sum is ₹1,000 and via SIP is ₹500.

Min Investment Amt₹1,000
AUM₹1,859Cr
1Y Returns2.6%

Invesco India Dynamic Equity Fund Direct Growth

Fund Performance: The Invesco India Dynamic Equity Fund has given 7.67% annualized returns in the past three years and 7.6% in the last 5 years. The Invesco India Dynamic Equity Fund belongs to the Hybrid category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Dynamic Equity Fund via lump sum is ₹1,000 and via SIP is ₹500.

Min Investment Amt₹1,000
AUM₹671Cr
1Y Returns2.1%

Invesco India Smallcap Fund Direct Growth

Fund Performance: The Invesco India Smallcap Fund belongs to the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Smallcap Fund via lump sum is ₹1,000 and via SIP is ₹500.

Min Investment Amt₹1,000
AUM₹1,257Cr
1Y Returns9.6%

Invesco India Money Market Fund Direct Growth

Fund Performance: The Invesco India Money Market Fund has given 4.94% annualized returns in the past three years and 5.99% in the last 5 years. The Invesco India Money Market Fund belongs to the Debt category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Money Market Fund via lump sum is ₹1,000 and via SIP is ₹1,000.

Min Investment Amt₹1,000
AUM₹2,165Cr
1Y Returns3.1%

Invesco India Ultra Short Term Fund Direct Growth

Fund Performance: The Invesco India Ultra Short Term Fund has given 5.15% annualized returns in the past three years and 6.18% in the last 5 years. The Invesco India Ultra Short Term Fund belongs to the Debt category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Ultra Short Term Fund via lump sum is ₹1,000 and via SIP is ₹1,000.

Min Investment Amt₹1,000
AUM₹781Cr
1Y Returns3.5%

Invesco India Liquid Fund Direct Growth

Fund Performance: The Invesco India Liquid Fund has given 4.16% annualized returns in the past three years and 5.38% in the last 5 years. The Invesco India Liquid Fund belongs to the Debt category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Liquid Fund via lump sum is ₹1,000 and via SIP is ₹500.

Min Investment Amt₹1,000
AUM₹3,244Cr
1Y Returns3.5%

Invesco India PSU Equity Fund Direct Growth

Fund Performance: The Invesco India PSU Equity Fund has given 13.58% annualized returns in the past three years and 7.62% in the last 5 years. The Invesco India PSU Equity Fund belongs to the Equity category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India PSU Equity Fund via lump sum is ₹1,000 and via SIP is ₹500.

Min Investment Amt₹1,000
AUM₹394Cr
1Y Returns8.1%

Invesco India Gold Fund Direct Growth

Fund Performance: The Invesco India Gold Fund has given 15.74% annualized returns in the past three years and 10.66% in the last 5 years. The Invesco India Gold Fund belongs to the Other category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Gold Fund via lump sum is ₹1,000 and via SIP is ₹500.

Min Investment Amt₹1,000
AUM₹59Cr
1Y Returns2.6%

Invesco India Invesco Global Equity Income FoF Direct Growth

Fund Performance: The Invesco India - Invesco Global Equity Income FoF Fund has given 13.14% annualized returns in the past three years and 11.03% in the last 5 years. The Invesco India - Invesco Global Equity Income FoF Fund belongs to the Other category of Invesco Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Invesco India - Invesco Global Equity Income FoF Fund via lump sum is ₹1,000 and via SIP is ₹1,000.

Min Investment Amt₹1,000
AUM₹12Cr
1Y Returns16.1%

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