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Invesco Mutual Funds

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


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.


Mr. Dhimant Kothari



Mr. Neelesh Dhamnaskar



Mr. Nitin Gosar



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:

  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.

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.


Should I invest in the Invesco Mutual Fund scheme?

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.

How to start Invesco Mutual Fund SIP online?
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.
How to redeem Invesco Mutual Fund 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 https://www.angelone.in/mutual-funds/.
How much time does it take to redeem Invesco Mutual Fund?
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.
What are the redemption charges of Invesco Mutual Fund?
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.
How to increase the SIP amount in Invesco Mutual Fund?
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.
How can I get the Invesco Mutual Fund statement?
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.
Are Invesco Mutual Fund schemes tax-free?
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 Rs. 1.5 lakh under Section 80C every financial year from your taxable income.

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