Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in Cr) | |
|---|---|---|---|---|---|---|---|
Invesco is a US-based fund house operating in more than 25 countries, managing $1.35 trillion in assets globally (as of January 31, 2021) with investments across a comprehensive range of asset classes, strategies and geographies catering to retail, institutional and high net-worth clients around the world. It undertakes operations in asset management, real estate, and private equity investment activities. Invesco has more than 8,000 employees worldwide spread over 25 countries such as Australia, Canada, China, Europe, Hong Kong, India, Japan, Korea, Singapore, Taiwan and the United States etc. The company entered the Indian market in 2013 in partnership with Religare Securities Ltd. - they came together to form Religare Invesco Asset Management Co. Ltd. in which Invesco owned a 49% stake.But in 2016, Invesco bought the entire company and named it Invesco Mutual Fund. The company is technically a trust set up under the Indian Trusts Act, 1882 and registered with SEBI. As of February 28, 2023, Invesco held an AUM of ₹45,877 crores. On 30th March, 2022, Invesco Mutual Funds launched its latest NFO named Invesco EQQQ NASDAQ-100 ETF Fund of Funds which is an open-ended FoF scheme. It was also in the news last year for selling off its stake in Zee Entertainment, causing a major fall in its stock price.
| AMC Setup date | July 24, 2006 |
| AMC Incorporation date | May 20, 2005 |
| Headquarters (India) | Mumbai |
| Name of the sponsors | Invesco Hong Kong Ltd. |
| Chairman | Mr.V.K.Chopra |
| MD and CEO | Mr. Saurabh Nanavati |
| Chief Investment Officer | Mr. Taher Badshah |
| Compliance Officer | Mr. Suresh Jakhotia |
Hiten Jain
Fund Manager since Sep 2024 (2 years)
Amit Ganatra
Fund Manager since Aug 2023 (3 years)
Krishna Cheemalapati
Fund Manager since Aug 2023 (3 years)
Taher Badshah
Fund Manager since Aug 2023 (3 years)
Vikas Garg
Fund Manager since Aug 2023 (3 years)
Investing in the Invesco Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps: Step 1: Log in to your Angel One account by entering your mobile number and validate the OTP. Next, enter your MPIN. Note:In case you do not have an account with Angel One, you can open a demat account with us in under a few minutes by submitting the necessary documents. Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to do at this stage are:
Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.
Investing in Invesco Mutual Fund through Angel One is now more convenient than ever with our hassle-free and fully digital KYC process. To initiate your investment journey, you'll need to provide the following essential documents:
At Angel One, we've streamlined the KYC verification process, ensuring quick access to Invesco Mutual Funds, whether you're a new or returning investor. Your financial objectives are now easily achievable through our user-friendly platform. The KYC process typically takes only 48-72 business hours, and you'll be all set to embark on your mutual fund journey.
| Fund Name | AUM (₹ Cr) | NAV (₹) | Absolute Return (1Y-%) | CAGR (3Y-%) |
| Invesco India Contra Fund | 20,658.0 | 159.0 | 13.3 | 20.9 |
| Invesco India Midcap Fund | 10,058.4 | 220.4 | 26.3 | 29.0 |
| Invesco India Smallcap Fund | 9,008.5 | 46.7 | 19.9 | 26.6 |
| Invesco India Large & Mid Cap Fund | 8,958.6 | 119.9 | 22.1 | 26.4 |
| Invesco India Focused Fund | 4,867.3 | 28.5 | 6.7 | 23.8 |
| Invesco India Flexi Cap Fund | 4,584.1 | 19.5 | 14.8 | 22.4 |
| Invesco India Multicap Fund | 3,933.5 | 149.8 | 9.3 | 18.5 |
| Invesco India ELSS Tax Saver Fund | 2,637.2 | 143.6 | 9.2 | 17.5 |
| Invesco India Large-cap Fund | 1,666.1 | 84.9 | 16.1 | 19.2 |
| Invesco India Financial Services Fund | 1,628.3 | 177.5 | 27.5 | 24.4 |
Note: All figures are as of February 18, 2026, and the funds have been selected on the basis of their 3Y returns.
Invesco India Contra Fund looks for stocks that are currently unpopular or undervalued but have the potential to recover over time. It is managed by Taher Badshah and Dhimant Kothari. The fund has an expense ratio of 0.5% and an exit load of 1%, which may apply if you redeem early. Its Sharpe ratio of 0.7 indicates moderate risk-adjusted performance.
Invesco India Midcap Fund invests mainly in midcap companies, which typically offer strong growth potential. It is managed by Aditya Khemani. With an expense ratio of 0.5% and an exit load of 1%, the fund sits in the moderate cost range. Its Sharpe ratio of 1.3 is among the strongest in this list, suggesting better risk-adjusted returns.
Invesco India Smallcap Fund focuses on smallcap stocks and often targets businesses that can scale over time. It is managed by Taher Badshah and Aditya Khemani. The fund has the lowest expense ratio here at 0.4%, an exit load of 1%, and a Sharpe ratio of 0.9, reflecting fairly stable risk-adjusted performance for a smallcap strategy.
Invesco India Large & Mid Cap Fund invests in a combination of large-cap and midcap stocks, aiming to balance stability with growth potential. It is managed by Aditya Khemani. The fund has an expense ratio of 0.6%, an exit load of 1%, and a Sharpe ratio of 1.1, indicating strong risk-adjusted performance among diversified equity funds.
Invesco India Focused Fund invests in a concentrated portfolio of up to 20 stocks, which means the fund’s performance depends heavily on a smaller set of high-conviction picks. It is managed by Hiten Jain. The fund has an expense ratio of 0.6% and an exit load of 1%.
Invesco India Flexi Cap Fund offers flexibility by investing across large, mid and small-cap stocks, shifting allocation based on market opportunities. The objective is to generate capital appreciation through dynamic equity investing. It is managed by Taher Badshah. The fund has an expense ratio of 0.6%, an exit load of 1%, and a Sharpe ratio of 0.8, which points to moderate risk-adjusted returns for a flexible equity strategy.
Invesco India Multicap Fund invests across large, mid and small caps, but unlike flexi-cap funds, it must maintain a minimum allocation in each category. The fund aims to generate long-term capital appreciation through diversified equity exposure across market caps. It is managed by Manish Poddar and Taher Badshah. The fund has a relatively higher expense ratio of 0.7%, an exit load of 1%, and a Sharpe ratio of 0.4, indicating lower risk-adjusted performance compared to other diversified funds in the list.
Invesco India ELSS Tax Saver Fund is an equity-linked savings scheme that offers tax benefits under Section 80C, but comes with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation through a diversified equity portfolio. It is managed by Amit Ganatra. The fund has an expense ratio of 0.8%, no exit load (0%) due to the lock-in.
Invesco India Large-cap Fund invests mainly in large-cap companies, which are typically the top 100 firms by market capitalisation and are considered more stable than mid and small caps. It is managed by Hiten Jain. The fund has an expense ratio of 0.7%, no exit load (0%), and a Sharpe ratio of 0.9, indicating decent risk-adjusted performance.
Invesco India Financial Services Fund is a sectoral fund that invests only in companies linked to banking and financial services. The fund’s objective is to generate capital appreciation through this thematic exposure. It is managed by Hiten Jain and Haresh Kapoor. The fund has an expense ratio of 0.8%, an exit load of 1%.
Invesco Mutual Funds is a well-known fund house offering a range of schemes suitable to various investor needs. So, choose one that aligns with your financial goals, risk profile, and investment horizon.
Additionally, evaluate individual mutual fund schemes based on risk, volatility, past performance, expense ratio, etc. on Angel One to make informed investment decisions.
You can redeem your units Invesco MF in two ways - via AMC’s website and Angel One. For the latter route, head to the Mutual Funds section under Angel One App or visit mutual funds.
