Best Invesco Mutual Fund Schemes

Fund Name
Ratings
Risk
3Y Returns
AUM

Invesco India PSU Equity Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

38.48%

₹775.11 cr.

Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout)

Equity Sectoral / Thematic

0

Very High

38.42%

₹775.11 cr.

Invesco India PSU Equity Fund Direct Plan IDCW (Reinvestment / Reinvestment)

Equity Sectoral / Thematic

0

Very High

38.42%

₹775.11 cr.

Invesco India Infrastructure Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

34.13%

₹856.76 cr.

Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout)

Equity Sectoral / Thematic

0

Very High

34.04%

₹856.76 cr.

Invesco India Infrastructure Fund Direct Plan IDCW (Reinvestment / Reinvestment)

Equity Sectoral / Thematic

0

Very High

34.04%

₹856.76 cr.

Invesco India Smallcap Fund Direct Plan Growth

Equity Small Cap Fund

1

Very High

30.92%

₹3,658.89 cr.

Invesco India Smallcap Fund Direct Plan IDCW (Payout / Payout)

Equity Small Cap Fund

1

Very High

30.92%

₹3,658.89 cr.

Invesco India Smallcap Fund Direct Plan IDCW (Reinvestment / Reinvestment)

Equity Small Cap Fund

1

Very High

30.92%

₹3,658.89 cr.

Invesco India Midcap Fund Direct Plan Growth

Equity Mid Cap Fund

2

Very High

24.6%

₹4,169.32 cr.

Invesco India Midcap Fund Direct Plan IDCW (Payout / Payout)

Equity Mid Cap Fund

2

Very High

24.58%

₹4,169.32 cr.

Invesco India Midcap Fund Direct Plan IDCW (Reinvestment / Reinvestment)

Equity Mid Cap Fund

2

Very High

24.58%

₹4,169.32 cr.

Invesco India Focused 20 Equity Fund Direct Plan Growth

Equity Focused Fund

0

Very High

23.11%

₹2,118.01 cr.

Invesco India Focused 20 Equity Fund Direct Plan IDCW (Payout / Payout)

Equity Focused Fund

0

Very High

23.08%

₹2,118.01 cr.

Invesco India Focused 20 Equity Fund Direct Plan IDCW (Reinvestment / Reinvestment)

Equity Focused Fund

0

Very High

23.08%

₹2,118.01 cr.

Invesco India Multicap Fund Direct Plan Growth

Equity Multi Cap Fund

2.5

Very High

21.71%

₹3,131.92 cr.

Invesco India Multicap Fund Direct Plan IDCW (Payout / Payout)

Equity Multi Cap Fund

2.5

Very High

21.7%

₹3,131.92 cr.

Invesco India Multicap Fund Direct Plan IDCW (Reinvestment / Reinvestment)

Equity Multi Cap Fund

2.5

Very High

21.7%

₹3,131.92 cr.

Invesco India Growth Opportunities Fund Direct Plan Growth

Equity Large & Mid Cap Fund

3

Very High

21.12%

₹4,786.49 cr.

Invesco India Growth Opportunities Fund Direct Plan IDCW (Payout / Payout)

Equity Large & Mid Cap Fund

3

Very High

21.1%

₹4,786.49 cr.

Invesco India Growth Opportunities Fund Direct Plan IDCW (Reinvestment / Reinvestment)

Equity Large & Mid Cap Fund

3

Very High

21.1%

₹4,786.49 cr.

Invesco India Contra Fund Direct Plan Growth

Equity Contra Fund

2.5

Very High

21.07%

₹13,344.72 cr.

Invesco India Contra Fund Direct Plan IDCW (Payout / Payout)

Equity Contra Fund

2.5

Very High

21.01%

₹13,344.72 cr.

Invesco India Contra Fund Direct Plan IDCW (Reinvestment / Reinvestment)

Equity Contra Fund

2.5

Very High

21.01%

₹13,344.72 cr.

Invesco India Largecap Fund Direct Plan Growth

Equity Large Cap Fund

3.5

Very High

19.66%

₹925.41 cr.

Invesco India Largecap Fund Direct Plan IDCW (Payout / Payout)

Equity Large Cap Fund

3.5

Very High

19.58%

₹925.41 cr.

Invesco India Largecap Fund Direct Plan IDCW (Reinvestment / Reinvestment)

Equity Large Cap Fund

3.5

Very High

19.58%

₹925.41 cr.

Invesco India Tax Plan Direct Plan Growth

Equity ELSS

2.5

Very High

18.08%

₹2,516.75 cr.

Invesco India Tax Plan Direct Plan IDCW (Payout / Payout)

Equity ELSS

2.5

Very High

18.05%

₹2,516.75 cr.

Invesco India Financial Services Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

17.94%

₹691.69 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

TB

Taher Badshah

Fund Manager since Apr 2022 (1 year)

DK

Dhimant Kothari

Fund Manager since Nov 2010 (13 years)

AN

Amit Nigam

Fund Manager since Feb 2019 (5 years)

PG

Pranav Gokhale

Fund Manager since Mar 2018 (6 years)

AG

Amit Ganatra

Fund Manager since Jan 2017 (7 years)

NG

Nitin Gosar

Fund Manager since Feb 2023 (1 year)

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

The following are some of the best Invesco Mutual Funds available in the market among others –

Name of the Fund Sub Category AUM (₹in crore) Minimum Investment (₹) CAGR 3Y (%) CAGR 5Y (%)
Invesco India Infrastructure Fund Sectoral Fund – Infrastructure 600.51 1,000 36.55 23.05
Invesco India Smallcap Fund Small Cap Fund 2,639.32 1,000 35.42
Invesco India PSU Equity Fund Thematic Fund 501.49 500 33.67 20.9
Invesco India Midcap Fund Mid Cap Fund 3,426.03 1,000 27.99 20.35
Invesco India Multicap Fund Multi Cap Fund 2,695.17 1,000 26.72 17.1
Invesco India Contra Fund Contra Fund 11,178.87 1,000 24.49 16.27
Invesco India Financial Services Fund Sectoral Fund – Banks & Financial Services 547.42 100 24.35 15.2
Invesco India Growth Opp Fund Large & Mid Cap Fund 4,072.18 300 21.71 15.24
Invesco India Focused 20 Equity Fund Focused Fund 1,724.87 500 21.62
Invesco India Tax Plan Equity Linked Savings Scheme (ELSS) 2,166.85 500 20.79 14.77

**All data as of October 4, 2023.

Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.

Invesco India Infrastructure Fund

This fund focuses on the Infrastructure sector and manages an AUM of ₹600.51 crore. With an expense ratio of 0.95%, it aims to provide investors with a potential for growth. Over the past 3 years, it has shown a CAGR of 36.55%. You can start investing in this fund with a minimum amount of ₹1,000. The fund predominantly invests in companies associated with infrastructure development, such as construction, utilities, and transportation.

Invesco India Smallcap Fund

An AUM of ₹2,639.32 crore is managed by this Small Cap Fund with an expense ratio of 0.56%. It has delivered a 3-year CAGR of 35.42%. With a minimum investment of ₹1,000, this fund focuses on smaller companies with potential for growth. It primarily invests in small-cap stocks, which have a market capitalisation below the top 250 companies listed on the stock exchange.

Invesco India PSU Equity Fund

This Thematic Fund manages an AUM of ₹501.49 crore, with an expense ratio of 1.18%. Over the past 3 years, it has shown a CAGR of 33.67%. You can invest in this fund with a minimum of ₹500. The fund’s primary focus is on stocks of Public Sector Undertakings (PSUs), which are government-owned companies operating in various sectors.

Invesco India Midcap Fund

With an AUM of ₹3,426.03 crore and an expense ratio of 0.62%, this Mid Cap Fund has provided a 3-year CAGR of 27.99%. The minimum investment required is ₹1,000. It primarily invests in mid-cap stocks, which are companies with market capitalisation between small and large-cap stocks.

Invesco India Multicap Fund

Managing an AUM of ₹2,695.17 crore with an expense ratio of 0.71%, this Multi Cap Fund has shown a 3-year CAGR of 26.72%. The minimum investment amount is ₹1,000. The fund offers diversification by investing across companies of various market capitalisations.

Invesco India Contra Fund

With an AUM of ₹11,178.87 crore and an expense ratio of 0.56%, this Contra Fund has delivered a 3-year CAGR of 24.49%. You can invest a minimum of ₹1,000. The fund follows a contrarian investment strategy, focusing on stocks that are currently out of favor but have the potential to rebound.

Invesco India Financial Services Fund

This Sectoral Fund, dedicated to Banks & Financial Services, manages an AUM of ₹547.42 crore. It has an expense ratio of 1.12% and a 3-year CAGR of 24.35%. The minimum investment amount is ₹100. The fund primarily invests in companies within the financial sector.

Invesco India Growth Opp Fund

Managing an AUM of ₹4,072.18 crore with an expense ratio of 0.69%, this Large & Mid Cap Fund has provided a 3-year CAGR of 21.71%. You can start investing with a minimum of ₹300. The fund combines large-cap and mid-cap stocks in its portfolio for potential growth.

Invesco India Focused 20 Equity Fund

This Focused Fund has an AUM of ₹1,724.87 crore and an expense ratio of 0.69%. Over 3 years, it has achieved a CAGR of 21.62%. The minimum investment required is ₹500. The fund concentrates its investments in a focused portfolio of up to 20 stocks.

Invesco India Tax Plan

As an Equity Linked Savings Scheme (ELSS), this fund manages an AUM of ₹2,166.85 crore with an expense ratio of 0.79%. It has delivered a 3-year CAGR of 20.79%. The minimum investment amount is ₹500. This ELSS fund offers tax benefits under Section 80C of the Income Tax Act and primarily invests in equities.

Mutual Funds Calculator

Invesco Mutual Fund FAQs

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 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 ₹1.5 lakh under Section 80C every financial year from your taxable income.