Top 10 Invesco Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Invesco India Tax PlanEquityModerately High-6.6%4star859
Invesco India Contra FundEquityModerately High-6.8%5star3,992
Invesco India Growth Opportunities FundEquityModerately High-3.7%4star1,659
Invesco India Mid Cap FundEquityModerately High-7.2%4star485
Invesco India Financial Services FundEquityHigh2.9%4star151
Invesco India Largecap FundEquityModerately High-3.5%4star194
Invesco India Multi Cap FundEquityModerately High-10.0%3star842
Invesco India Dynamic Equity FundHybridModerately High-0.9%4star908
Invesco India Growth Opportunities FundEquityModerately High-4.8%4star1,659
Invesco India Contra FundEquityModerately High-7.8%5star3,992
Invesco India Smallcap FundEquityModerately HighN.A3star327
Invesco India Tax PlanEquityModerately High-7.9%4star859
Invesco India Money Market FundDebtModerately Low7.8%3star1,453
Invesco India Ultra Short Term FundDebtModerate8.8%5star605
Invesco India Liquid FundDebtLow7.2%3star6,535
View All Top 10 Invesco Mutual Funds

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.

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 consistently beaten its benchmark in ELSS segment and provided 8.76% annualized returns in the last 3 years. In the last 1 year, it gave -6.57% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.57% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM859Cr
1Y Returns-6.6%

Invesco India Contra Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Contra segment and provided 10.73% annualized returns in the last 3 years. In the last 1 year, it gave -6.75% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.75% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM3,992Cr
1Y Returns-6.8%

Invesco India Growth Opportunities Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 10.78% annualized returns in the last 3 years. In the last 1 year, it gave -3.72% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.72% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,659Cr
1Y Returns-3.7%

Invesco India Mid Cap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 8.28% annualized returns in the last 3 years. In the last 1 year, it gave -7.24% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.24% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM485Cr
1Y Returns-7.2%

Invesco India Financial Services Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 13.32% annualized returns in the last 3 years. In the last 1 year, it gave 2.86% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.86% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM151Cr
1Y Returns2.9%

Invesco India Largecap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 7.59% annualized returns in the last 3 years. In the last 1 year, it gave -3.51% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.51% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM194Cr
1Y Returns-3.5%

Invesco India Multicap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 6.41% annualized returns in the last 3 years. In the last 1 year, it gave -9.96% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.96% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM842Cr
1Y Returns-10.0%

Invesco India Dynamic Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Balanced Advantage segment and provided 8.1% annualized returns in the last 3 years. In the last 1 year, it gave -0.92% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.92% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Hybrid mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM908Cr
1Y Returns-0.9%

Invesco India Growth Opportunities Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 9.14% annualized returns in the last 3 years. In the last 1 year, it gave -4.83% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.83% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,659Cr
1Y Returns-4.8%

Invesco India Contra Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Contra segment and provided 9.14% annualized returns in the last 3 years. In the last 1 year, it gave -7.8% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.8% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM3,992Cr
1Y Returns-7.8%

Invesco India Smallcap Fund Direct Growth

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

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

Launch Date
Min Investment Amt₹NaN
AUM327Cr
1Y ReturnsNA

Invesco India Tax Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 7.07% annualized returns in the last 3 years. In the last 1 year, it gave -7.92% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.92% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM859Cr
1Y Returns-7.9%

Invesco India Money Market Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Money Market segment and provided 7.41% annualized returns in the last 3 years. In the last 1 year, it gave 7.81% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.81% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,453Cr
1Y Returns7.8%

Invesco India Ultra Short Term Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 8.04% annualized returns in the last 3 years. In the last 1 year, it gave 8.84% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.84% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM605Cr
1Y Returns8.8%

Invesco India Liquid Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.08% annualized returns in the last 3 years. In the last 1 year, it gave 7.24% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.24% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM6,535Cr
1Y Returns7.2%

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What does investing in Invesco Hybrid 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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