Founded in 1935, Invesco is an independent investment management firm in over twenty countries, servicing clients in 120+ countries worldwide. As of Dec. 31, 2024, the company manages AUM of $1,846.0 billion for retail and institutional investors. It is one of the world’s leading independent global investment management firms with dedicated investment professionals, solid financials, investment-grade debt rating, and a strong balance sheet.
On April 8, 2016, Invesco Ltd., a leading independent global investment management firm, increased its shareholding to 100% in the Indian asset management joint venture with Religare Enterprises Limited called Religare Invesco Asset Management Company Private Limited, soon renamed Invesco Asset Management (India) Private Limited. As a result, Religare Invesco Mutual Fund was renamed as Invesco Mutual Fund. The Invesco AMC currently offers 40 investment schemes. These include 15 equity schemes, 13 fixed-income schemes, 5 hybrid schemes, 5 Funds of Funds, and 2 ETFs.
Key Information About Invesco Mutual Fund
How to Invest in the Invesco Mutual Fund
Investing in the best Invesco Mutual Funds can be a complex process. To make it easier, here is a step-by-step guide:
1. Choose Your Mutual Fund Type
According to your risk tolerance (low, mid, or high) and financial goals, choose your mutual types, such as equity, debt, hybrid, index, and sector funds.
2. Select a Mutual Fund Scheme
After carefully analysing the historical returns, expense ratio, reviews, and ratings of different schemes, choose your preferred Invesco Mutual Fund.
3. Login or Open a Demat Account
Log in to your Stack Wealth account. If you do not have an account, you can register with your mobile number and create a new one immediately.
4. Complete KYC (Know Your Customer) Requirements
The next step involves providing personal information and verifying identity. You must upload a government-issued ID such as PAN, Aadhar and proof of address. Follow the instructions in the app to complete this step smoothly.
5. Select Investment Mode (SIP or lumpsum)
If you prefer regular, disciplined investing, you can set-up a systematic investment plan (SIP), which is periodic (monthly, quarterly, etc.). You can also make a lump-sum investment if you have a large amount to invest. Select the investment period of your choice.
6. Confirm and Track Your Investment
After setting up your investment, sit back and watch your money grow. The Stack Wealth app will provide regular updates and reports on your portfolio’s performance. You can also adjust your investments or withdraw funds as needed.
List of Best Invesco Mutual Funds in India
Here is the list of some of the best Invesco Mutual Funds in India:
* All data as of 31 Dec 2024
Detailed Overview of Invesco Mutual Fund Schemes
Now, let’s discuss these 10 Invesco Mutual Fund schemes in detail:
1. Invesco India Focused Fund - Direct Plan-Growth
Invesco India Focused Fund is an open-ended equity scheme investing in up to 20 stocks across market capitalisation (i.e. Multicap)) to generate capital appreciation.
- Fund Performance: The fund's annualized returns for the past three years and since inception have been around 18.51% and 24.95%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹16,652.
- Minimum Investment Amount: The minimum lump sum for the Invesco India Focused Fund is ₹1000; for Min Add Lumpsum, it is ₹ 1,000; for SIP, it is ₹500 per month (12 Min. instalments).
2. Invesco India Contra Fund - Direct Plan-Growth
Invesco India Contra Fund is an open-ended equity scheme investing primarily in equity and equity-related instruments through contrarian investing.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 17.56% and 20.15%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹16,254.
- Minimum Investment Amount: The minimum lump sum for the Invesco India Contra Fund is ₹1000; for the Min Add Lumpsum, it is ₹ 1,000; and for the SIP, it is ₹100 per month (12 Min. instalments).
3. Invesco India Gilt Fund - Direct Plan-Growth
Invesco India Gilt Fund is an open-ended debt scheme that invests predominantly in a portfolio of securities issued & guaranteed by the Central and State Governments across maturities. It has a relatively high interest rate and low credit risk.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 6.62% and 5.57%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹12,123.
- Minimum Investment Amount: The minimum lump sum for the Invesco India Gilt Fund is ₹1000; for the Min Add Lumpsum, it is ₹ 1,000; and for the SIP, it is ₹100 per month (12 Min. instalments).
4. Invesco India Balanced Advantage Fund - Direct Plan-Growth
Invesco India Balanced Advantage Fund is an open-ended dynamic asset allocation fund. Its scheme aims to generate capital appreciation/income from a dynamically managed equity and debt securities mix.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 11.78% and 11.37%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹13,969.
- Minimum Investment Amount: The minimum lump sum for the Invesco India Balanced Advantage Fund is ₹1000; for the Min Add Lumpsum, it is ₹ 1,000; and for the SIP, it is between ₹500 - ₹1000 per month (12 Min. instalments).
5. Invesco India Money Market Fund - Direct Plan-Growth
Invesco India Money Market Fund is an open-ended debt scheme investing in money market instruments to generate superior risk-adjusted returns. It has a relatively low interest rate and low credit risk.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 6.21% and 5.53%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹11,983.
- Minimum Investment Amount: The minimum lump sum for the Invesco India Money Market Fund is ₹1000; for the Min Add Lumpsum, it is ₹ 1,000; and for the SIP, it is ₹1000 per month (6 Min. instalments).
6. Invesco India PSU Equity Fund - Direct Plan-Growth
Invesco India PSU Equity Fund is an open-ended equity scheme that follows the PSU theme, i.e., investing in Equity and Equity-Related Instruments of companies where the central or state Government(s) has a majority shareholding or management control or has the power to appoint a majority of directors.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 29.21% and 24.49%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹21,589.
- Minimum Investment Amount: The minimum lump sum for the Invesco India PSU Equity Fund is ₹1000; for Min Add Lumpsum, it is ₹ 1,000; for SIP, it is between ₹500-₹1000 per month (12 Min. instalments).
7. Invesco India Arbitrage Fund - Direct Plan-Growth
Invesco India Arbitrage Fund is an open-ended scheme investing in arbitrage opportunities to generate income.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 6.75% and 5.58%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹12,166.
- Minimum Investment Amount: The minimum lump sum for the Invesco India Arbitrage Fund is ₹1000, and for Min Add Lumpsum, it is ₹ 1,000.
8. Invesco India Infrastructure Fund - Direct Plan-Growth
Invesco India Infrastructure Fund is an open-ended equity scheme that follows the Infrastructure theme. It invests in a portfolio predominantly comprised of equity and equity-related Instruments of infrastructure companies.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 24.11% and 26.36%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹19,126.
- Minimum Investment Amount: The minimum lump sum for the Invesco India Infrastructure Fund is ₹1000; for the Minimum add Lump Sum, it is ₹ 1,000; and for the SIP, it is between ₹500-₹1000 per month (12 Minimum instalments).
9. Invesco India Credit Risk Fund - Direct Plan-Growth
Invesco India Credit Risk Fund is an open-ended debt scheme that predominantly invests in AA and below-rated corporate bonds (excluding AA+ rated corporate bonds). It aims to generate accrual income and capital appreciation.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 7.14% and 6.31%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹12,302.
- Minimum Investment Amount: The minimum lump sum for the Invesco India Credit Risk Fund is ₹1000; for the Minimum add Lump Sum, it is ₹ 1,000.
10. Invesco India Aggressive Hybrid Fund - Direct Plan-Growth
Invesco India Aggressive Hybrid Fund is an open-ended hybrid scheme investing predominantly in equity and equity-related instruments to generate capital appreciation and current income.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 14.29% and 14.04%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹14,933.
- Minimum Investment Amount: The minimum lump sum for the Invesco India Aggressive Hybrid Fund is ₹1000; for the Minimum add Lump Sum, it is ₹ 1,000; and for the SIP, it is between ₹500-₹1000 per month (12 Minimum instalments).
Top Fund Managers
Below is the list of people who have made Invesco Mutual Fund Investment a standout choice in a highly competitive market.
1. Taher Badshah
Taher joined Invesco Asset Management, India, in 2017. He has over 30 years of experience in the Indian equity markets and is the firm's Chief Investment Officer. He is responsible for equity and fixed-income investments. He has also worked with companies such as Motilal Oswal Asset Management, Kotak Mahindra Investment Advisors, ICICI Prudential Asset Management, and Alliance Capital Asset Management.
2. Amit Ganatra
Amit joined Invesco Asset Management, India, in 2022 and has over 21 years of experience in equity research. He serves as director and head of Equities at Invesco, leading the equity investment function. In his last assignment, Amit worked as a senior fund manager with HDFC Asset Management Company Ltd.
3. Vikas Garg
Vikas has over 19 years of experience, 17 in the asset management industry, spanning credit research and portfolio management. He heads the Fixed-Income investment function at Invesco India and is a fund manager for various duration-oriented debt schemes there. He also worked as a portfolio manager with L&T Mutual Fund, managing debt funds in multiple categories, including high-yield-oriented funds. He has also worked in the credit research team with companies like FIL Fund Management Pvt. Ltd. and ICRA Ltd.
4. Prateek Jain
Prateek has over 13 years of experience analysing and dealing with Indian Debt markets. Since 2017, he has been a fund manager and fixed-income dealer on the Fixed-Income team at Invesco. He has also worked as a junior associate with Edelweiss Group, managing risk for Prime Brokerage services.
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