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 NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Invesco India Tax PlanEquityModerately High-23.5%4star807
Invesco India Contra FundEquityModerately High-27.1%5star3,650
Invesco India Growth Opportunities FundEquityModerately High-24.2%4star1,986
Invesco India Mid Cap FundEquityModerately High-21.0%5star649
Invesco India Financial Services FundEquityHigh-31.3%4star150
Invesco India Largecap FundEquityModerately High-25.8%4star159
Invesco India Multi Cap FundEquityModerately High-25.3%3star678
Invesco India Dynamic Equity FundHybridModerately High-15.7%4star683
Invesco India Smallcap FundEquityModerately High-23.0%3star435
Invesco India Money Market FundDebtModerately Low6.7%2star596
Invesco India Ultra Short Term FundDebtModerate7.3%4star525
Invesco India Liquid FundDebtLow6.1%2star3,484
Invesco India PSU Equity FundEquityHigh-13.7%4star111
Invesco India Gold FundOthersModerately High35.4%1star24
Invesco India Treasury Advantage FundDebtModerately Low8.2%4star1,694
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 -0.68% annualized returns in the last three years. In the last year, its returns were -23.46%. 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 -23.46% 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
AUM807Cr
1Y Returns-23.5%

Invesco India Contra Fund Direct Growth

Fund Performance: This fund has given -1.89% annualized returns in the last three years. In the last year, its returns were -27.09%. 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 -27.09% 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 ₹500.

Min Investment Amt₹1,000
AUM3,650Cr
1Y Returns-27.1%

Invesco India Growth Opportunities Fund Direct Growth

Fund Performance: This fund has given 0.19% annualized returns in the last three years. In the last year, its returns were -24.2%. 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 -24.2% 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
AUM1,986Cr
1Y Returns-24.2%

Invesco India Mid Cap Fund Direct Growth

Fund Performance: This fund has given -1.25% annualized returns in the last three years. In the last year, its returns were -21%. 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% 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
AUM649Cr
1Y Returns-21.0%

Invesco India Financial Services Fund Direct Growth

Fund Performance: This fund has given -2.28% annualized returns in the last three years. In the last year, its returns were -31.31%. 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 -31.31% 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
AUM150Cr
1Y Returns-31.3%

Invesco India Largecap Fund Direct Growth

Fund Performance: This fund has given -2.16% annualized returns in the last three years. In the last year, its returns were -25.78%. 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 -25.78% 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
AUM159Cr
1Y Returns-25.8%

Invesco India Multicap Fund Direct Growth

Fund Performance: This fund has given -5.13% annualized returns in the last three years. In the last year, its returns were -25.32%. 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 -25.32% 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
AUM678Cr
1Y Returns-25.3%

Invesco India Dynamic Equity Fund Direct Growth

Fund Performance: This fund has given 0.41% annualized returns in the last three years. In the last year, its returns were -15.65%. 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 -15.65% 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
AUM683Cr
1Y Returns-15.7%

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 -23.03%. 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 -23.03% 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
AUM435Cr
1Y Returns-23.0%

Invesco India Money Market Fund Direct Growth

Fund Performance: This fund has given 7.25% annualized returns in the last three years. In the last year, its returns were 6.67%. 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 6.67% 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
AUM596Cr
1Y Returns6.7%

Invesco India Ultra Short Term Fund Direct Growth

Fund Performance: This fund has given 7.63% annualized returns in the last three years. In the last year, its returns were 7.33%. 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 7.33% 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
AUM525Cr
1Y Returns7.3%

Invesco India Liquid Fund Direct Growth

Fund Performance: This fund has given 6.81% annualized returns in the last three years. In the last year, its returns were 6.06%. 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 6.06% 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
AUM3,484Cr
1Y Returns6.1%

Invesco India PSU Equity Fund Direct Growth

Fund Performance: This fund has given -5.49% annualized returns in the last three years. In the last year, its returns were -13.72%. 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 -13.72% 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 ₹500.

Min Investment Amt₹1,000
AUM111Cr
1Y Returns-13.7%

Invesco India Gold Fund Direct Growth

Fund Performance: This fund has given 12.61% annualized returns in the last three years. In the last year, its returns were 35.38%. 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 35.38% 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
AUM24Cr
1Y Returns35.4%

Invesco India Treasury Advantage Fund Direct Growth

Fund Performance: This fund has given 7.74% annualized returns in the last three years. In the last year, its returns were 8.18%. 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 8.18% 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 ₹1,000.

Min Investment Amt₹1,000
AUM1,694Cr
1Y Returns8.2%

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