Invesco Mutual Funds
|
Fund Name
|
Ratings
|
Risk
|
1Y Returns
|
AUM
|
|
|---|---|---|---|---|---|
|
Invesco India Arbitrage Growth Fund |
5 |
Low |
25% |
₹1,00,900 cr. |
Invest |
|
Invesco India Large Cap Growth Fund |
3.5 |
High |
25% |
₹1,00,900 cr. |
Invest |
|
Invesco India Multicap Growth Fund |
2.5 |
High |
25% |
₹1,00,900 cr. |
Invest |
|
Invesco India Contra Growth Fund |
2.5 |
High |
25% |
₹1,00,900 cr. |
Invest |
|
Invesco India Dynamic Equity Growth Fund |
2.5 |
High |
25% |
₹1,00,900 cr. |
Invest |
|
Invesco India Mid Cap Growth Fund |
2 |
High |
25% |
₹1,00,900 cr. |
Invest |
|
Invesco India Ultra Short Growth Fund |
2 |
Low |
25% |
₹1,00,900 cr. |
Invest |
|
Invesco India Corporate Bond Growth Fund |
2 |
Low |
25% |
₹1,00,900 cr. |
Invest |
|
Invesco India Short Term Growth Fund |
1.5 |
Low |
25% |
₹1,00,900 cr. |
Invest |
|
Invesco India Treasury Advantage Growth Fund |
1.5 |
Low |
25% |
₹1,00,900 cr. |
Invest |
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 8000 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.
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 Funds 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 Manager
AN
Mr. Amit Nigam
With a 20 year experience in Indian equity markets, Amit is currently serving as a Fund Manager - Equity. He earlier handled the PMS equity management function at Invesco asset management (India) Pvt. Limited and has worked with Essel Mutual Fund as Head of Equities as well as companies like BNP Paribas Investment Partners, BNP Paribas Mutual Fund, SBI Funds Management & Reliance Industries Ltd. Amit is an alumnus of IIT Roorkee and IIM Indore.
DK
Mr. Dhimant Kothari
ND
Mr. Neelesh Dhamnaskar
NG
Mr. Nitin Gosar
PG
Mr. Pranav Gokhale
How to Invest in Invesco Mutual Fund?
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:
- Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
- 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.
- Evaluate the fund’s level of risk and weigh it against your risk tolerance.
- Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 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.
- Decide whether your want to invest in a lump sum or via monthly SIP.
- 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.
- After placing the order, in case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.
Top 5 Invesco Mutual Funds to Invest in
The following are some of the best Invesco Mutual Funds available in the market among others -
| Name of the Fund | Type of fund | Minimum investment amount | AUM | 3 year return annualised | 5 year annualised return |
| Invesco India Small cap Fund Direct Growth | Equity | Lump sum Rs 1000 SIP Rs 500 |
Rs 1,400.88 cr | 34.59% | - |
| Invesco India Mid Cap Fund Direct Growth | Equity | Lump sum Rs 1000 SIP Rs 500 |
Rs 2,618.62 cr | 27.90% | 14.60% |
| Invesco India Contra Fund Direct Growth | Equity | Lump sum Rs 1000 SIP Rs 500 |
Rs 9,347.62 cr | 27.59% | 12.27% |
| Invesco India Invesco Pan European Equity FoF Direct Growth | FoF | Lump sum Rs 1000 SIP Rs 500 |
Rs 35.66 cr | 25.03% | 6.22% |
| Invesco India Invesco Global Equity Income FoF Direct Growth | FoF | Lump sum Rs 1000 SIP Rs 500 |
Rs 12.45 cr | 24.39% | 9.52% |
Disclaimer: The above-mentioned top funds are for informational purposes only and are not recommendations. The funds are based on 5-yr CAGR dated 20th March 2023, which is subject to change frequently. Check out real-time data in the Mutual Funds section on Angel One.
Invesco India Small cap Fund Direct Growth
This fund is also high risk and has around 98% investments in equity. However, its equity investments are highly diversified, with the top investment being in Timken India Ltd. of only 3.57% of the total fund value.
Invesco India Mid Cap Fund Direct Growth
This fund too has around around 97.6% of its investments in equity (and the rest in cash). Its equity investments are distributed among the automobile, financial and healthcare sectors, among others.
Invesco India Contra Fund Direct Growth
It is a high risk fund with around 96.5% investments in equity and the rest in the cash segment. However, a large part of its investments are centred around banking, energy and technology firms.
Invesco India Invesco Pan European Equity FoF Direct Growth
It is a high risk fund that holds ownership of another Invesco foreign equity fund along with a small amount of cash instruments.
Invesco India Invesco Global Equity Income FoF Direct Growth
It is a high risk fund that has around 97% of its holdings in equity and the remaining in cash. This fund too has holdings in another fund that has investments in foreign equity.
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.
Fund Category
Large Cap
Mid Cap
Small Cap
Tax Saver
Multi Cap
