|
Fund Name
|
Ratings
 |
Risk
|
3Y Returns
|
AUM
|
|
|---|---|---|---|---|---|
|
Invesco India PSU Equity Fund Equity Sectoral / Thematic |
Very High |
36.65% |
₹1,281.46 cr. |
||
|
Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout) Equity Sectoral / Thematic |
Very High |
36.61% |
₹1,281.46 cr. |
||
|
Invesco India PSU Equity Fund Direct Plan IDCW (Reinvestment / Reinvestment) Equity Sectoral / Thematic |
Very High |
36.61% |
₹1,281.46 cr. |
||
|
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) Equity Sectoral / Thematic |
Very High |
30.36% |
₹1,446.11 cr. |
||
|
Invesco India Infrastructure Fund Direct Plan IDCW (Reinvestment / Reinvestment) Equity Sectoral / Thematic |
Very High |
30.36% |
₹1,446.11 cr. |
||
|
Invesco India Infrastructure Fund Equity Sectoral / Thematic |
Very High |
30.34% |
₹1,446.11 cr. |
||
|
Invesco India Midcap Fund Equity Mid Cap Fund |
Very High |
29.57% |
₹6,046.97 cr. |
||
|
Invesco India Midcap Fund Direct Plan IDCW (Payout / Payout) Equity Mid Cap Fund |
Very High |
29.55% |
₹6,046.97 cr. |
||
|
Invesco India Midcap Fund Direct Plan IDCW (Reinvestment / Reinvestment) Equity Mid Cap Fund |
Very High |
29.55% |
₹6,046.97 cr. |
||
|
Invesco India Smallcap Fund Direct Plan IDCW (Payout / Payout) Equity Small Cap Fund |
Very High |
29.03% |
₹6,199.69 cr. |
||
|
Invesco India Smallcap Fund Direct Plan IDCW (Reinvestment / Reinvestment) Equity Small Cap Fund |
Very High |
29.03% |
₹6,199.69 cr. |
||
|
Invesco India Smallcap Fund Equity Small Cap Fund |
Very High |
28.94% |
₹6,199.69 cr. |
||
|
Invesco India Focused Fund Direct Plan IDCW (Payout / Payout) Equity Focused Fund |
Very High |
27.42% |
₹3,693.30 cr. |
||
|
Invesco India Focused Fund Direct Plan IDCW (Reinvestment / Reinvestment) Equity Focused Fund |
Very High |
27.42% |
₹3,693.30 cr. |
||
|
Invesco India Large and Mid Cap Fund Equity Large & Mid Cap Fund |
Very High |
27.41% |
₹6,765.05 cr. |
||
|
Invesco India Large and Mid Cap Fund Direct Plan IDCW (Payout / Payout) Equity Large & Mid Cap Fund |
Very High |
27.41% |
₹6,765.05 cr. |
||
|
Invesco India Large and Mid Cap Fund Direct Plan IDCW (Reinvestment / Reinvestment) Equity Large & Mid Cap Fund |
Very High |
27.41% |
₹6,765.05 cr. |
||
|
Invesco India Focused Fund Equity Focused Fund |
Very High |
27.36% |
₹3,693.30 cr. |
||
|
Invesco India Flexi Cap Fund Direct Plan IDCW Payout Equity Flexi Cap Fund |
Very High |
26.3% |
₹2,753.00 cr. |
||
|
Invesco India Flexi Cap Fund Direct Plan IDCW Reinvestment Equity Flexi Cap Fund |
Very High |
26.3% |
₹2,753.00 cr. |
||
|
Invesco India Flexi Cap Fund Equity Flexi Cap Fund |
Very High |
26.28% |
₹2,753.00 cr. |
||
|
Invesco India Financial Services Fund Equity Sectoral / Thematic |
Very High |
25.68% |
₹1,307.57 cr. |
||
|
Invesco India Financial Services Fund Direct Plan IDCW (Payout / Payout) Equity Sectoral / Thematic |
Very High |
25.65% |
₹1,307.57 cr. |
||
|
Invesco India Financial Services Fund Direct Plan IDCW (Reinvestment / Reinvestment) Equity Sectoral / Thematic |
Very High |
25.65% |
₹1,307.57 cr. |
||
|
Invesco India Invesco Eqqq Nasdaq 100 ETF Fund of Fund Other FoFs Overseas |
Very High |
24.86% |
₹328.31 cr. |
||
|
Invesco India Contra Fund Equity Contra Fund |
Very High |
24.36% |
₹18,046.02 cr. |
||
|
Invesco India Contra Fund Direct Plan IDCW (Payout / Payout) Equity Contra Fund |
Very High |
24.35% |
₹18,046.02 cr. |
||
|
Invesco India Contra Fund Direct Plan IDCW (Reinvestment / Reinvestment) Equity Contra Fund |
Very High |
24.35% |
₹18,046.02 cr. |
||
|
Invesco India Multicap Fund Equity Multi Cap Fund |
Very High |
23.39% |
₹3,782.10 cr. |
||
|
Invesco India Multicap Fund Direct Plan IDCW (Payout / Payout) Equity Multi Cap Fund |
Very High |
23.38% |
₹3,782.10 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 |
TB
Taher Badshah
Fund Manager since Apr 2022 (3 years)
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Taher Badshah did his MBA in Finance. Previously, he was the Sr. Fund Manager at Motilal Oswal Asset Management. Later he joined Invesco Mutual Fund as President and Chief Investment Officer.
DK
Dhimant Kothari
Fund Manager since Nov 2010 (14 years)
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Mr. Kothari is currently serving as Fund Manager at Invesco Asset Management. Before this, he worked as a Senior Manager - Research with Credit Analysis & Research Ltd. Before that, he worked at Lotus India Asset Management and CRISIL Ltd. He is a Chartered Accountant and holds a Commerce degree.
AN
Amit Nigam
Fund Manager since Feb 2019 (6 years)
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Mr. Nigam got his Bachelor’s degree from IIT, Roorkee and PGDBM from IIM, Indore. Before joining Invesco Mutual Fund, he worked at Essel Finance AMC Ltd., BNP Paribas Asset Management India Pvt. Ltd. and SBI Mutual Fund.
AG
Amit Ganatra
Fund Manager since Jul 2024 (10 months)
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Mr. Ganatra currently works as a Head of Equities at Invesco. Before this, he worked as a Senior Fund Manager at HDFC AMC. Earlier, and as a research analyst with DBS Cholamandalam Mutual Fund. He is a Chartered Financial Analyst from AIMR.
HJ
Hiten Jain
Fund Manager since Sep 2024 (8 months)
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:
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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.
| 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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