Invesco Mutual Fund

Invesco Asset Management (India) Private Ltd. is one of the most highly rated and trusted asset management companies in India. Their mandate is to invest in infrastructure assets in India. Currently, they have three funds. India Infrastructure Fund (IIF), Infrastructure Equity Fund (IEF), and Infrastructure Debt Fund (IDF). You can learn more about their investment model and investment philosophy on their website: Invesco.in.

Invesco Asset Management (India) Private Limited is a reputed financial services company that was started in the year of 1995. Since then, they have gained a lot of popularity and credibility. Their main focus is to offer advice and research to their clients about the global financial markets.

Top 10 Invesco Mutual Fund Schemes –

Fund Name
Category
Rating
Fund Size (in Cr)
1Y Returns
3Y Returns
5Y Returns
Invesco India Smallcap Fund Equity 3 1,344 5.3 30.4 -
Invesco India Infrastructure Fund Equity 5 450 6.6 25.4 15.4
Invesco India Midcap Fund Equity 4 2,524 2.9 24.4 16.2
Invesco India Multicap Fund Equity - 2,191 -1.1 20.1 12.5
Invesco India Contra Fund Equity 4 9,434 2.4 19.8 14.9
Invesco India PSU Equity Fund Equity - 387 4.5 18 9.6
Invesco India Largecap Fund Equity 4 731 -2.4 16 12.6
Invesco India Tax Plan – Direct Growth Equity 3 1,902 -6.4 15.9 12.8
Invesco India Growth Opportunities Fund Equity 3 3,909 -0.5 15.5 12.9
Invesco India FMP – Sr.XXXI – Plan D – Dir Growth Debt - 85 -1.6 15.4 14
Invesco India FMP – Sr.XXXIII – Plan D – Dir Growth Debt - 131 -1.6 15.4 14
Invesco India Equity & Bond Fund Hybrid 2 396 -0 11.7 -
Invesco India Financial Services Fund Equity 4 464 -2.7 11.3 10.2
Invesco India Dynamic Equity Fund Hybrid 2 662 1 9.4 7.2
Invesco India Gold Fund Other 3 57 9.7 8.7 9.9
Invesco India Equity Savings Fund Hybrid 3 158 -0.2 7.9 -
Invesco India Corporate Bond Fund Debt 3 2,297 2.2 6 5.9
Invesco India Short Term Fund Debt 2 499 2.4 5.8 6.5
Invesco India – Invesco GEI Fund Other - 10 -12.2 5.8 5
Invesco India Credit Risk Fund Debt 3 130 2.5 5.6 3.4
Invesco India Treasury Advantage Fund Debt 3 1,811 3.5 5.3 6.3
Invesco India Banking & PSU Debt Fund Debt 1 196 0.1 5 6.3
Invesco India Arbitrage Fund Hybrid 4 1,529 4.9 4.9 5.5
Invesco India Arbitrage Fund Hybrid - 1,529 4.9 4.8 5.5
Invesco India Ultra Short Term Fund Debt 3 751 4 4.7 5.9
Invesco India Money Market Fund Debt 2 1,922 3.4 4.7 5.8
Invesco India Gilt Fund Debt 1 21 1.7 4.2 5.3
Invesco India Liquid Fund Debt 2 4,310 4.1 4 5.2
Invesco India – Invesco PEE Fund Other - 54 -17.3 2 0.2
Invesco India Medium Duration Fund Debt - 313 1.4 - -
Invesco India Focused 20 Equity Fund Equity - 1,749 -3 - -
Invesco India Flexi Cap Fund Equity - 909 - - -
Invesco India-Invesco GCT Fund Other - 436 -42.3 - -
Invesco India Overnight Fund Debt 2 480 3.9 - -
Invesco India – Invesco EQQQ NASDAQ-100 ETF Fund Other - 77 - - -
Invesco India ESG Equity Fund Equity - 748 -6.5 - -

They strive to provide a wide range of services and products to their clientele, including mutual funds, equity, fixed income, and international money market products. They provide financial advice to affluent investors through a series of relationships, including financial consultants and financial advisors. They have a wide network of operations around the country in the major cities.

Invesco comes with a line of products and services that help fund managers, corporates, and other clients achieve their financial goals. They have been in India for a few decades and have been active in its growing market. They are a subsidiary of Invesco Ltd., which has over $1.1 trillion in assets under management. They offer a variety of services, including equity, fixed income, and mutual fund asset management, as well as a range of other services.

Key Information About Invesco Asset Management (India) Private Limited

Mutual Fund NameInvesco Mutual Funds

Assets Managed – INR. 43862.82 crores (Mar-31-2022)

AMC Incorporation – 20th May 2005

AMC Setup – Date 13th March 2000

Sponsor NameInvesco Hong Kong Limited

Trustee CompanyInvesco Trustee Private Limited

Managing Director and Chief Executive Officer Saurabh Nanavati

Chief Operating Officer & Chief Financial Officer Ketan Ugrankar

Chief Investment Officer Taher Badshah

Head of Fixed Income – Vikas Garg

Head – Compliance & Risk – Suresh Jakhotiya

Head- Institutional Sales – Rohit Goyal

Head – Marketing & Products Haresh Sadani

Head – Retail Sales Sandhir Sharma

Associate director – Andrew Tak Shing Lo

Associate Director Terry Pan

Independent Director Paresh Parasnis

Independent Director Sanjay Kumar Tripathy

Independent DirectorBakul Patel

Independent DirectorSatyananda Mishra

Independent DirectorG. Anantharaman

Associate DirectorJeremy Simpson

Head of EquitiesAmit Ganatra

Fund ManagerAmit Nigam

Fund ManagerPranav Gokhale

Registered OfficeUnit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013, Maharashtra, India.

Corporate Office – Unit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013, Maharashtra, India.

Telephone Nos.+91-22-6731-0000 (Corporate Office)

Toll-Free Number – 1-800-209-0007(Toll-Free)

E-mailmfservices@invesco.com

RegistrarKarvy Computershare Pvt. Ltd.

AuditorsM/s. Deloitte Haskins & Sells / M/s. Price Waterhouse Chartered Accountants LLP (Invesco Asset Management (India))

Custodians – Deutsche Bank AG

Invesco Mutual Fund – Top Fund Managers

Mr Taher Badshah

Mr Taher Badshah is a Top Fund Manager at Invesco Mutual Fund based in Mumbai, India. He has been a fund manager since 2011 and has been an expert in diverse fields of financial investments. He is an excellent advisor who has a profound knowledge of the market, in and out. He is a highly skilled investor who is well versed with the market trends and can easily determine the risks involved. He is always in line with the market, making him an outstanding fund manager. He is the ideal person for your investments, whether personal or professional.

Mr Amit Nigam

Amit has worked in the Indian equities markets for over 21 years. At Invesco Asset Management (India) Pvt., he was in charge of the PMS equity management department. Ltd. Amit has a Mechanical Engineering degree from the Indian Institute of Technology Roorkee and a PGDBM from the IIMM Indore. 

Mr Pranav Gokhale

Pranav is presently at Invesco as a ‘Fund Manager.’ He has formerly worked at IL&FS, ICICI Direct, and Rosy Blue Securities. Pranav is an ICAI-certified Chartered Accountant with an M.Com from Mumbai University.

Mr Neelesh Dhamnaskar

Mr Neelesh Dhamnaskar has been a top fund manager at Invesco Mutual Fund for ten years. He has been in the industry since 2003. He is well-known for his long-term investing strategy. He believes in long-term investments in solid companies. Some of his investments are well-known companies such as HDFC Bank and ITC Ltd. He is also a star investor in the market.

Dhimant Kothari

Dhimant has 17 years of financial and stock research expertise. He is presently at Invesco as a ‘Fund Manager.’ Dhimant is a Chartered Accountant with a Commerce degree from Jawaharlal Nehru University in Mumbai.

Mr Nitin Gosar

Nitin has over 17 years of expertise in equities research and is presently at Invesco as a ‘Fund Manager.’ Nitin formerly worked for Batlivala & Karani Securities, where he tracked pharmaceutical businesses. He also has an ICFAI Master’s degree in Finance.

How Can You Invest in Invesco Fund?

If you want to invest in Invesco Mutual Funds, the process is straightforward on the 5Paisa platform. 5Paisa is one of the country’s largest investing platforms, and you can easily add IDFC and other mutual funds to your portfolio. The steps to invest in Invesco Mutual Fund online is as follows:

Step 1: Log in to your 5Paisa Account. If you do not have one, register and create a new 5Paisa account in 3 easy steps. Alternatively, you can download the 5Paisa app on your smartphone for Android or IOS and log in from your device. 

Step 2: Search for the Invesco Mutual Fund scheme that you want to invest in

Step 3: Select the option that is apt for your requirement and risk appetite

Step 4: Select the investment type – SIP (Systematic Investment Plan) or Lumpsum 

Step 5: Input the amount that you’d like to invest and proceed with payment by clicking on the ‘Invest Now’ button

That sums up the investment process. Once your payment is successful, you can see the Invesco Mutual Fund reflected in your 5Paisa account in 3-4 working days. If you have selected the SIP option, the chosen amount will get deducted every month starting from the date you have made the payment. 

Invesco Funds Performance and Minimum Investme

Here is a quick look at the top 10 Invesco mutual fund investment options that have provided high returns to investors:

Invesco India Infrastructure Fund Growth.  

With Annualised Returns of 3.98% in the last year, Invesco India Infrastructure Fund Growth. is an open-ended scheme investing in arbitrage opportunities. Suitable for Investors looking for Income in the medium term and Income from emerging prospects because of the price disparity between cash and derivatives markets and the use of excess funds in Fixed-income securities.  

  • Category: Equity – Sectoral.  
  • Scheme Type: Equity 
  • NAV ₹30.43 Crores As of 27th July 2022
  • AAuM for June 2022: 413.59 crores
  • AuM as of 30th June 2022: INR 414.31 crores
  • Inception Date: 21st November 2007.
  • Fund Manager & Experience Deepak Gupta has a total experience 17 Years of Experience in managing this fund: Since 11th November, 202
  • SIP (Minimum Amount): INR 1,000/- & in multiples of R 1/- after that

Invesco India Mid Cap Fund Growth.

Suitable for Investors seeking Long-term capital appreciation and Investments mostly in stock and bonds Midcap equity-related instruments companies.  

Category: Equity – Mid Cap.  

Scheme Type: Equity Fund

NAV ₹81.8 as of 26th July 2022. 

AAuM for June 2022: INR 2,149.78 crores

AuM as on 30th June 2022: INR 2,148.46 crores

Inception Date: April 19, 07.  

Fund Manager: Pranav Gokhale Since 18th July 2018

Benchmark: Nifty 500 Multicap 50:25:25 TRI  

SIP (Minimum Amount): INR 500/- 

SIP Frequency: Monthly

Minimum Investment Amount: INR 5,000/- and any amount after that

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns

0.6 % 22.4% 13.1%.

Invesco India Multicap Fund. 

To create capital appreciation by primarily investing in equity and equity-related instruments across market capitalization. These funds are suitable for Investors seeking Long-term capital appreciation and investments in equities and equity-related securities instruments ranging in market capitalization.

Category: Equity – Multi-Cap.  

Scheme Type: Equity

NAV ₹73.11 as on 26/07/2022

Monthly Avg AUM: June 2022 -₹ 1,814.59 crores 

Month-end AUM: ₹1,833 Cr on June 30, 22 

Inception Date:17 8th March.  

Fund Manager: Pranav Gokhale since 29th March 2018, and Amit Nigam since 3rd September 2020

Benchmark: Nifty 500 Multicap 50:25:25 TRI 

SIP (Minimum Amount): INR 1,000/- & multiples of r 1/- after that. SIP Frequency: Monthly

Minimum Investment Amount: INR 1,000/- & in multiples of r 1/- after that

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
-4% 18.4% 9.9%

Invesco India Contra Fund. 

The Invesco India Contra Fund is an open-ended debt scheme suitable for long-term capital appreciation investors who want to invest in equities and equity-related securities through contrarian investment. 

Category: Equity Contra

Scheme Type: Equity

NAV INR ₹73.51. as on 26/07/2022

AAuM for June 2022: INR 8,210.07 crores

AuM as of 30th June, 2022:INR 8,210.76 crores

Inception Date: April 11, 07.  

Fund Manager: Taher Badshah since 13th January 2017, Dhimant Kothari since 19th May 2020

Benchmark: Tier 1: S&P BSE 500 TRI 

SIP (Minimum Amount): INR 1,000/- & in multiples of INR 1/- after that 

SIP Frequency: Monthly

Minimum Investment Amount: INR1,000/- & in multiples of INR 1/- after that

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
3.2 % 17.3 % 12.2%

Invesco India Tax Plan

An open-ended scheme is suitable for long-term capital appreciation and Investments in stock and equity-related securities instruments. 

Category: Equity – Sectoral.  

Scheme Type: Equity

NAV ₹30.43. as on 26/07/2022

AAuM for June 2022:INR 1,692.61 crores

AuM as of 30th June 2022: INR 1,671.27 crores 

Inception Date: 21 Nov 07. 

Fund Manager: Amit Nigam Total Experience since 3rd September 2020, and Dhimant Kothari since 29th March 2018

Benchmark: S&P BSE 500 TRI

SIP (Minimum Amount): INR INR 500/- & in multiples of INR 500/- after that

SIP Frequency: Monthly

Minimum Investment Amount: INR 500/- & in multiples of INR 500/- after that

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
-4.8% 14.8 % 10.3% 

Invesco India PSU Equity Fund.

Suitable for Investors seeking* l Long-term capital appreciation l Investments mostly in stock and equity-related instruments of government businesses (PSUs)

Category: Equity – Sectoral

Scheme Type: Equity

NAV ₹25.7 as on 26/07/2022

AAuM for June 2022: R 364.17 crores

AuM as of 30th June 2022: R 356.97 crores

Inception Date: 18 Nov 09. 

Fund Manager: Nitin Gosar since 1st June 2018, Dhimant Kothari since 19th May 2020

Benchmark: S&P BSE PSU TRI 

SIP (Minimum Amount): INR INR 1,000/- & in multiples of INR 1/- after that

SIP Frequency: Monthly

Minimum Investment Amount: INR 1,000/- & in multiples of INR 1/- after that

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
2.1% 14.5% 6.5% 

Invesco India Growth Opportunities Fund.  

IDFC Ultra Short Term Debt Scheme invests in instruments with a Macaulay duration of 3-6 months. The scheme seeks to generate stable returns with a low-risk strategy and is ideal for parking core debt allocation for a minimum investment of 3 months. 

Category: Equity – Large & Mid Cap.  

Scheme Type: Debt

NAV ₹48.74. as on 26/07/2022

AAuM for June 2022: INR 3,537.81 crores

 AuM as of 30th June 2022: INR 3,502.80 crores

Inception Date: August 9, 07.  

Fund Manager: Mr Harshal Joshi (w.e.f. 18th July 2018)

Benchmark: NIFTY Ultra Short Duration Debt Index A-I (w.e.f. 1st April 2022) 

SIP (Minimum Amount): INR 1,000/- & in multiples of INR 1/- after that- 

SIP Frequency: Monthly

Minimum Investment Amount: INR 1,000/- & in multiples of INR 1/- after that

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
-1.4% 14.3% 10.2%  

Invesco India Largecap Fund. 

Suitable for investors seeking long-term capital appreciation and investments mostly in equity as well as equity-related securities large-cap corporations 

Category: Equity – Large Cap.  

Scheme Type: Equity

NAV ₹41.18 . as on 26/07/2022

AAuM for June 2022:INR 609.15 crores

AuM as of 30th June 2022: INR 616.25 crores

Inception Date: August 21, 09.  

Fund Manager: Amit Nigam since 3rd September 2020, Nitin Gosar since 29th March 2018

Benchmark: NIFTY Money Market Index A-I (w.e.f. 1st April 2022) 

SIP (Minimum Amount): INR 1,000/- & in multiples of INR1/- after that

SIP Frequency: Monthly 

Minimum Investment Amount: INR 1,000/- & in multiples of INR 1/- after that

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
1.2% 13.9% 9.9%

Invesco India Feeder- Invesco Global Equity Income Fund. 

Invesco India Feeder- Invesco Global Equity Income Fund is suitable for Investors looking for Income and capital appreciation in the long run and Investment in Invesco Global units Equity Income Fund, an international equity fund.

 

Category: Equity – Global. 

Scheme Type: Fund of Funds

NAV ₹16.6983 as on 26/07/2022 

AAuM for June 2022: R 10.98 crores

AuM as of 30th June 2022: R 10.67 crores

Inception Date 5th May 14.  

Fund Manager: Neelesh Dhamnaskar since 5th May 2014

Benchmark: MSCI World Index – Net Dividend 

SIP (Minimum Amount): INR 1,000/- & in multiples of INR 1/- after that

SIP Frequency: Monthly

Minimum Investment Amount: INR 1,000/- & in multiples of INR 1/- after that

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
-1.4% 14.3% 10.2%

Invesco India Financial Services Fund.  

Suitable for long-term capital appreciation investors who like to invest primarily in stocks and bonds company equity-related instruments involved in the banking business and monetary services

Category: Equity – Sectoral.  

Scheme Type: Equity

NAV ₹72.48.. as on 26/07/2022

AAuM for June 2022: R 391.90 crores

AuM as of 30th June 2022: R 389.90 crores 

Inception Date: July 14, 08.  

Fund Manager: Dhimant Kothari since 1st June 2018, Hiten Jain since 19th May 2020

Benchmark: Nifty Financial Services TRI

SIP (Minimum Amount): INR 1R 1,000/- & in multiples of R 1/- after that 

SIP Frequency: Monthly

Minimum Investment Amount: Fresh Purchase of INRR 1,000/- & in multiples of R 1/- after that 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
-3.4% 8.9% 7.2%.

Frequently Asked Questions

To choose the appropriate amount to invest in any mutual fund, one must first understand the risk involved and the duration of the investment and then determine the amount most comfortable for them based on their financial goals.   

The minimum amount for each IDFC mutual fund depends on your selected option. The minimum investment amount for Invesco Mutual Fund is ₹1,000 in a lump payment and ₹500 in SIP.

You can make lump sum deposits in the same plan as you have a SIP during the year. You will need to fill out a separate purchasing form for this. Once you have adjusted the settings, you will get an email notifying you of the changes to your SIP.

You can make lump sum deposits in the same plan as you have a SIP during the year. You will need to fill out a separate purchasing form for this. Once you have adjusted the settings, you will get an email notifying you of the changes to your SIP.

You don’t necessarily have to open a DEMAT account to buy Mutual Funds. With 5Paisa’s Apps – Invest App & 5paisa Mobile Trading App, you can easily invest in mutual funds. You can download 5paisa Invest App & Open an MF Account.

You can stop or cancel a SIP from the Invesco Mutual Fund website or via the 5Paisa account. All you need to do is place a Cancel SIP request. Your SIP will stop, and you can restart the SIP at any time.

With IDFC AMC, investors can consider multiple financial assets via diverse offerings and products such as equity, fixed-income assets, liquid alternatives, and portfolio management Services (PMS)

Yes, Invesco Mutual Fund is a good investment. Most of the mutual funds had almost halved in value over the last five years, but Invesco had a growth of almost 15% over the same period. The fund invests in high-ranking stocks on the AMEX and NASDAQ. The portfolio manager is a successful businessman and has a history of investing in high-tech companies. Click here to find out how you can get started on investing in this great fund.

The Invesco Mutual Fund Company is a leading company in the U.S. with a wide variety of different funds. While all of their funds are excellent, a few stand out above the rest. Here are the top four Invesco mutual funds:

The Invesco International Growth and Income Fund
The Invesco Developing World Fund
The Invesco Mid Cap Fund
The Invesco S&P 500 Index Fund

It is important to choose a fund that matches your style. If you are a long-term investor, you might look at the Invesco Capital Appreciation Fund. If you want more security, you might want to look at the Invesco Balanced Fund to give you the peace of mind you need.

You can calculate the monthly SIP of Invesco Mutual Fund by using the following formula: Number of shares (number of units) X NAV per share X 12 months X 0.05%. E.g., if you were to invest in a Mutual Fund scheme with a NAV of Rs. 100 per unit, and you want to invest 50000 INR this month. Your SIP would be = (60 * 100 * 12 * 0.05) = 30 per month.

Once you have purchased an Invesco Mutual Fund, it is important to know how to redeem it. You can redeem an Invesco Mutual Fund at any time. However, if you redeem within the first 90 days of purchase, you will incur a redemption fee. To redeem an Invesco Mutual Fund, visit the Invesco website or call 1-800-822-8208. If you are redeeming through the Invesco website, enter the account number, date of purchase, and date of redemption. You will then be credited with your payment by mail.

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