Best Invesco Hybrid 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.
If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.
Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.
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Top 10 Invesco Mutual Funds
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Invesco India Tax Plan | Equity | Moderately High | 23.2% | 4star | ₹1,386 | |
| Invesco India Contra Fund | Equity | Moderately High | 24.9% | 5star | ₹6,010 | |
| Invesco India Growth Opportunities Fund | Equity | Moderately High | 18.5% | 4star | ₹3,472 | |
| Invesco India Mid Cap Fund | Equity | Moderately High | 27.0% | 4star | ₹1,228 | |
| Invesco India Financial Services Fund | Equity | High | 6.7% | 4star | ₹279 | |
| Invesco India Largecap Fund | Equity | Moderately High | 17.4% | 4star | ₹287 | |
| Invesco India Multi Cap Fund | Equity | Moderately High | 21.0% | 3star | ₹1,090 | |
| Invesco India Dynamic Equity Fund | Hybrid | Moderately High | 12.3% | 2star | ₹681 | |
| Invesco India Smallcap Fund | Equity | Moderately High | 22.9% | 3star | ₹747 | |
| Invesco India Money Market Fund | Debt | Moderately Low | 5.9% | 2star | ₹582 | |
| Invesco India Ultra Short Term Fund | Debt | Moderate | 5.5% | 3star | ₹971 | |
| Invesco India Liquid Fund | Debt | Low | 4.0% | 3star | ₹4,716 | |
| Invesco India PSU Equity Fund | Equity | High | 6.0% | 4star | ₹162 | |
| Invesco India Gold Fund | Others | Moderately High | 22.5% | 2star | ₹45 | |
| Invesco India Treasury Advantage Fund | Debt | Moderately Low | 7.0% | 4star | ₹2,818 | |
| View All Top 10 Invesco Mutual Funds |
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: This fund has given 10.65% annualized returns in the last three years. In the last year, its returns were 23.16%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 23.16% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,386Cr |
| 1Y Returns | 23.2% |
Invesco India Contra Fund Direct Growth
Fund Performance: This fund has given 9.75% annualized returns in the last three years. In the last year, its returns were 24.86%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 24.86% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹6,010Cr |
| 1Y Returns | 24.9% |
Invesco India Growth Opportunities Fund Direct Growth
Fund Performance: This fund has given 10.29% annualized returns in the last three years. In the last year, its returns were 18.48%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 18.48% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹3,472Cr |
| 1Y Returns | 18.5% |
Invesco India Mid Cap Fund Direct Growth
Fund Performance: This fund has given 10.01% annualized returns in the last three years. In the last year, its returns were 27.02%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 27.02% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,228Cr |
| 1Y Returns | 27.0% |
Invesco India Financial Services Fund Direct Growth
Fund Performance: This fund has given 8.32% annualized returns in the last three years. In the last year, its returns were 6.72%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.72% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹279Cr |
| 1Y Returns | 6.7% |
Invesco India Largecap Fund Direct Growth
Fund Performance: This fund has given 9.45% annualized returns in the last three years. In the last year, its returns were 17.37%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 17.37% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹287Cr |
| 1Y Returns | 17.4% |
Invesco India Multicap Fund Direct Growth
Fund Performance: This fund has given 5.18% annualized returns in the last three years. In the last year, its returns were 21.01%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 21.01% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,090Cr |
| 1Y Returns | 21.0% |
Invesco India Dynamic Equity Fund Direct Growth
Fund Performance: This fund has given 6% annualized returns in the last three years. In the last year, its returns were 12.32%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.32% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹681Cr |
| 1Y Returns | 12.3% |
Invesco India Smallcap Fund Direct Growth
Fund Performance: In the last year, its returns were 22.93%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 22.93% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹747Cr |
| 1Y Returns | 22.9% |
Invesco India Money Market Fund Direct Growth
Fund Performance: This fund has given 6.94% annualized returns in the last three years. In the last year, its returns were 5.89%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 5.89% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹582Cr |
| 1Y Returns | 5.9% |
Invesco India Ultra Short Term Fund Direct Growth
Fund Performance: This fund has given 7.16% annualized returns in the last three years. In the last year, its returns were 5.51%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 5.51% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹971Cr |
| 1Y Returns | 5.5% |
Invesco India Liquid Fund Direct Growth
Fund Performance: This fund has given 5.97% annualized returns in the last three years. In the last year, its returns were 4.03%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.03% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹4,716Cr |
| 1Y Returns | 4.0% |
Invesco India PSU Equity Fund Direct Growth
Fund Performance: This fund has given 1.91% annualized returns in the last three years. In the last year, its returns were 6.01%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.01% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹162Cr |
| 1Y Returns | 6.0% |
Invesco India Gold Fund Direct Growth
Fund Performance: This fund has given 17.5% annualized returns in the last three years. In the last year, its returns were 22.53%. It has continually hit its benchmark in the Others segment.
Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 22.53% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹45Cr |
| 1Y Returns | 22.5% |
Invesco India Treasury Advantage Fund Direct Growth
Fund Performance: This fund has given 7.88% annualized returns in the last three years. In the last year, its returns were 7%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 7% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹2,818Cr |
| 1Y Returns | 7.0% |
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