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Invesco Mutual Fund

AUM
₹1,40,293.75 cr.
No. of Schemes
141
AMC Age
20Yrs
Invesco Mutual Funds, overseen by Invesco Asset Management India, offer a wide spectrum of investment opportunities. Supported by Invesco's global preInvesco Mutual Funds, overseen by Invesco Asset Management India, offer a wide spectrum of investment opportunities. Supported by Invesco's global presence, diverse fund selections, and commitment to investor interests, they provide a reliable platform for investors to pursue their financial objectives with trust.Read More

List of Top Invesco Mutual Fund Schemes

Fund Name
NAV
Expenses Ratio
1y Return
3Y Returns
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Fund Size (in Cr)

About Invesco Mutual Fund

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.

Invesco Mutual Fund Key Information

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

Invesco Mutual Fund Managers

HJ

Hiten Jain

Fund Manager since Sep 2024 (2 years)

AG

Amit Ganatra

Fund Manager since Aug 2023 (3 years)

KC

Krishna Cheemalapati

Fund Manager since Aug 2023 (3 years)

TB

Taher Badshah

Fund Manager since Aug 2023 (3 years)

VG

Vikas Garg

Fund Manager since Aug 2023 (3 years)

How to Invest in Invesco Mutual Fund via Angel One?

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:

  1. Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
  2. Analyse the fund’s past performance, tax incidence, and the sectors and companies in which it invests in. You can also calculate the potential returns using the calculator.
  3. Evaluate the fund’s level of risk and weigh it against your risk tolerance.
  4. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
  5. Consider the fund’s expense ratio to get an idea about the cost of investing in it.

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.

  1. Decide whether your want to invest in a lump sum or via monthly SIP.
  2. Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking.
  3. After placing the order, in case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.

Documents Required To Invest in Invesco Mutual Fund

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:

  1. PAN Card Details (Mandatory)
  2. Personal Information (Full Name, Mobile Number, Email Address)
  3. Address Proof - Aadhar Card is the recommended choice, including both the front and back sides.
  4. Bank Account Details, along with a cancelled cheque if required.
  5. Nominee details and FATCA Declarations

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.

Top 10 Invesco Mutual Fund to Invest

Schemes Category AUM (in ₹ Cr) 3-Yr Returns  (%) 1-Yr Return (%)
Invesco India PSU Equity Fund  Sectoral/Thematic 1,229.51 29.09 -6.69
Invesco India Small Cap Fund  Small Cap Fund 5,904.85 23.69 8.53
Invesco India Infrastructure Fund  Sectoral/Thematic 1,496.41 23.62 0.2
Invesco India Mid Cap Fund  Mid Cap Fund 5,645.33 22.86 13.48
Invesco India Large & Mid Cap Fund Large & Mid Cap Fund 6,249.90 20.86 11.94
Invesco India Focused Fund Focused Fund 3,360.52 20.83 13.61
Invesco India Flexi Cap Fund Flexi Cap Fund 2,471.90 19.39 9.14
Invesco India Contra Fund Contra Fund 17,167.52 19.31 10.36
Invesco India - Invesco Global Equity Income Fund of Fund Fund of Funds 28.73 18.4 20.76
Invesco India Financial Services Fund Sectoral/Thematic 1,126.35 18.21 6.7
Note: All data is as of February 27, 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) among Invesco Mutual Funds over the past 3 years.

  • Invesco India PSU Equity Fund

This sectoral fund focuses on public sector undertakings (PSUs) and comes with a very high-risk rating due to its concentrated investment approach. Over the last 3 years, it has delivered an impressive CAGR of 29.09%, although its 1-year return stands at -6.69%, highlighting its volatility. The expense ratio is 0.85%, which is moderate for a thematic fund. Given its dependence on government policies and economic reforms, investors must be prepared for market fluctuations and sector-specific risks that could impact performance.

  • Invesco India Small Cap Fund

Investing in high-growth small-cap stocks, this fund carries a very high-risk classification due to the inherent volatility of smaller companies. It has generated a 3-year CAGR of 23.69%, with a 1-year return of 8.53%, making it appealing to aggressive investors. The expense ratio of 0.41% is relatively low, offering cost efficiency. However, small-cap stocks can be significantly impacted by market downturns, requiring long-term commitment and a high-risk appetite. Investors should be prepared for sharp fluctuations in returns.

  • Invesco India Infrastructure Fund

This sectoral fund focuses on infrastructure-related businesses, making it highly sensitive to economic cycles. It holds a very high-risk tag, delivering a 3-year CAGR of 23.62%, but its 1-year return of 0.2% indicates short-term challenges. The expense ratio of 0.79% is moderate for its category. Since infrastructure investments depend heavily on government policies, economic growth, and interest rate movements, investors should be comfortable with market volatility and consider a long-term approach.

  • Invesco India Mid Cap Fund

This mid-cap fund balances growth potential and volatility, holding a very high-risk rating. It has posted a 3-year CAGR of 22.86% and an impressive 1-year return of 13.48%, indicating strong recent performance. The expense ratio of 0.59% is reasonable for its category. While mid-cap stocks offer higher returns compared to large caps, they also experience greater volatility. Investors should have a long-term horizon and a risk tolerance that accommodates market fluctuations.

  • Invesco India Large and Mid Cap Fund

This large and mid-cap fund combines stability with growth, maintaining a very high-risk profile. It has provided a 3-year CAGR of 20.86% and a 1-year return of 11.94%, showing consistent performance. The expense ratio of 0.66% is moderate, ensuring reasonable cost efficiency. While large-cap stocks offer stability, mid-cap exposure increases volatility. Investors looking for balanced growth should be prepared for occasional fluctuations but can benefit from a diversified portfolio.

  • Invesco India Focused Fund

A focused fund that invests in a limited number of stocks, this scheme carries a very high-risk rating due to its concentrated portfolio. It has delivered a 3-year CAGR of 20.83% and a 1-year return of 13.61%, indicating strong returns. The expense ratio is 0.58%, keeping costs relatively low. Focused funds can generate high returns but are more susceptible to market volatility due to limited diversification. Investors should have a high-risk tolerance and a long-term perspective.

  • Invesco India Flexi Cap Fund

Offering flexibility across market capitalisations, this flexi-cap fund comes with a very high-risk profile. It has recorded a 3-year CAGR of 19.39% and a 1-year return of 9.14%, balancing stability and growth. The expense ratio of 0.56% ensures cost efficiency. While this fund provides diversification benefits, exposure to mid and small-cap stocks adds an element of risk. Investors should be comfortable with market fluctuations while seeking long-term capital appreciation.

  • Invesco India Contra Fund

This contra fund follows a contrarian investment approach, selecting undervalued stocks, making it a very high-risk investment. It has generated a 3-year CAGR of 19.31% and a 1-year return of 10.36%, showing consistent performance. The expense ratio of 0.56% is competitive. While contrarian investing can yield high returns, it requires patience and market understanding. Investors should be prepared for periods of underperformance before potential long-term gains materialise.

  • Invesco India - Invesco Global Equity Income Fund of Fund

This fund of funds invests in global equities, making it subject to both domestic and international market risks. It has a very high-risk rating and has delivered an 18.4% CAGR over three years and a 1-year return of 20.76%, indicating strong recent gains. The expense ratio of 0.86% is slightly high due to its global exposure. Currency fluctuations, global economic conditions, and geopolitical factors can impact performance, making this fund ideal for those seeking international diversification.

  • Invesco India Financial Services Fund

A sectoral fund focusing on financial services, this scheme carries a very high-risk classification due to sector concentration. It has posted a 3-year CAGR of 18.21% and a 1-year return of 6.7%, benefiting from the growth of the banking and financial sector. The expense ratio of 0.87% is on the higher side, which could impact net returns. Given its dependency on interest rates, economic conditions, and regulatory changes, investors should be aware of sector-specific risks and market fluctuations.

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Invesco Mutual Fund FAQs

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 start Invesco Mutual Funds SIP online on the go. Invest in Invesco Mutual Funds SIP online through Angel One app or web platform for a hassle-free investing experience. Doing this will allow you to track all your investments in one place. Alternatively, you can visit the Invesco Mutual Funds official website to start an SIP online.

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.

Redemption of equity, debt, and conservative hybrid funds generally happens within 2-4 working days of the withdrawal initiation. The proceeds are transferred to your registered bank account. The proceeds of liquid funds takes 1-2 working days to be deposited in your bank account.
The redemption charges include exit load and certain taxes. The exit load of the "fund" depends on the type of the scheme, the tenure of the investment (long term or short term) and the total amount that you have invested.
There are three ways to increase the SIP amount - through the Angel One website, the Angel One App or directly through the AMC website. In case of some AMCs, it may not be possible to increase the SIP and you have to set up a new SIP scheme to add to the existing one.
Go to the Angel One app or website and check in the mutual funds section. You may also choose to visit the official website of the AMC.
There are funds that fall under the category of equity linked savings scemes or ELSS that allow you to claim a tax deduction of up to ₹1.5 lakh under Section 80C every financial year from your taxable income.
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