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.

Why invest with Groww?

— Registered with SEBI, AMFI & BSE

— Paperless sign up on web & app

— Expert recommendations

— ZERO fees !

Sign Up

Top 10 Invesco Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Invesco India Tax PlanEquityModerately High13.4%4star988
Invesco India Contra FundEquityModerately High11.3%5star4,596
Invesco India Growth Opportunities FundEquityModerately High15.4%4star2,239
Invesco India Mid Cap FundEquityModerately High12.6%4star674
Invesco India Financial Services FundEquityHigh22.3%4star200
Invesco India Largecap FundEquityModerately High12.8%4star206
Invesco India Multi Cap FundEquityModerately High10.8%3star850
Invesco India Dynamic Equity FundHybridModerately High10.3%4star893
Invesco India Smallcap FundEquityModerately High14.8%3star426
Invesco India Money Market FundDebtModerately Low7.1%3star1,039
Invesco India Ultra Short Term FundDebtModerate7.9%5star604
Invesco India Liquid FundDebtLow6.4%3star5,012
Invesco India PSU Equity FundEquityHigh17.2%4star120
Invesco India Gold FundOthersModerately High24.5%1star15
Invesco India Treasury Advantage FundDebtModerately Low9.0%4star1,567
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 15.01% annualized returns in the last three years. In the last year, its returns were 13.36%. 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 13.36% 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
AUM988Cr
1Y Returns13.4%

Invesco India Contra Fund Direct Growth

Fund Performance: This fund has given 15.78% annualized returns in the last three years. In the last year, its returns were 11.31%. 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 11.31% 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
AUM4,596Cr
1Y Returns11.3%

Invesco India Growth Opportunities Fund Direct Growth

Fund Performance: This fund has given 16.67% annualized returns in the last three years. In the last year, its returns were 15.43%. 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 15.43% 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
AUM2,239Cr
1Y Returns15.4%

Invesco India Mid Cap Fund Direct Growth

Fund Performance: This fund has given 14.37% annualized returns in the last three years. In the last year, its returns were 12.62%. 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 12.62% 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
AUM674Cr
1Y Returns12.6%

Invesco India Financial Services Fund Direct Growth

Fund Performance: This fund has given 21.02% annualized returns in the last three years. In the last year, its returns were 22.29%. 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 22.29% 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
AUM200Cr
1Y Returns22.3%

Invesco India Largecap Fund Direct Growth

Fund Performance: This fund has given 13.75% annualized returns in the last three years. In the last year, its returns were 12.8%. 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 12.8% 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
AUM206Cr
1Y Returns12.8%

Invesco India Multicap Fund Direct Growth

Fund Performance: This fund has given 11.47% annualized returns in the last three years. In the last year, its returns were 10.81%. 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 10.81% 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
AUM850Cr
1Y Returns10.8%

Invesco India Dynamic Equity Fund Direct Growth

Fund Performance: This fund has given 10.88% annualized returns in the last three years. In the last year, its returns were 10.26%. 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 10.26% 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
AUM893Cr
1Y Returns10.3%

Invesco India Smallcap Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 14.82%. 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 14.82% 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
AUM426Cr
1Y Returns14.8%

Invesco India Money Market Fund Direct Growth

Fund Performance: This fund has given 7.3% annualized returns in the last three years. In the last year, its returns were 7.09%. 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 7.09% 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
AUM1,039Cr
1Y Returns7.1%

Invesco India Ultra Short Term Fund Direct Growth

Fund Performance: This fund has given 7.78% annualized returns in the last three years. In the last year, its returns were 7.93%. 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 7.93% 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 ₹1,000.

Min Investment Amt₹1,000
AUM604Cr
1Y Returns7.9%

Invesco India Liquid Fund Direct Growth

Fund Performance: This fund has given 6.9% annualized returns in the last three years. In the last year, its returns were 6.39%. 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 6.39% 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
AUM5,012Cr
1Y Returns6.4%

Invesco India PSU Equity Fund Direct Growth

Fund Performance: This fund has given 5.85% annualized returns in the last three years. In the last year, its returns were 17.18%. 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 17.18% 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
AUM120Cr
1Y Returns17.2%

Invesco India Gold Fund Direct Growth

Fund Performance: This fund has given 10.25% annualized returns in the last three years. In the last year, its returns were 24.52%. 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 24.52% 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
AUM15Cr
1Y Returns24.5%

Invesco India Treasury Advantage Fund Direct Growth

Fund Performance: This fund has given 7.78% annualized returns in the last three years. In the last year, its returns were 9.04%. 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 9.04% 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
AUM1,567Cr
1Y Returns9.0%

Explore all Mutual Funds on Groww

Explore Mutual Funds
ⓒ 2020 Billionbrains Garage Ventures Private Limited