Invesco Mutual Fund Cuts Minimum Investment Amounts Across Select Schemes

Invesco Mutual Fund has updated the minimum investment thresholds across several schemes, with the changes taking effect from January 20, 2026. The revisions apply to lump sum transactions, switches, redemptions, and systematic investment plans (SIPs). 

Application, Redemption and Switch Limits Reduced 

The fund house has lowered the minimum application and switch-in amount to ₹100 per transaction, from ₹1,000 earlier, in select schemes. The minimum redemption and switch-out amount has also been reduced to ₹100 from ₹1,000 in the same schemes. 

The schemes covered include Invesco India Business Cycle Fund, Invesco India Flexi Cap Fund, Invesco India Large & Mid Cap Fund, Invesco India Midcap Fund, Invesco India Smallcap Fund, and Invesco India Multi Asset Allocation Fund. 

Monthly SIP Threshold Cut to ₹100 

Invesco has reduced the minimum monthly SIP amount to ₹100 from ₹500 across most equity schemes and hybrid schemes, as well as the Invesco India Gold ETF Fund of Fund. 

Some schemes are excluded from the SIP revision. These include Invesco India ELSS Tax Saver Fund, Invesco India Large & Mid Cap Fund, Invesco India Largecap Fund, Invesco India Contra Fund, Invesco India Financial Services Fund, and Invesco India Arbitrage Fund. 

Coverage and Transaction Scope 

The revised limits apply to fresh investments, switch transactions, and redemptions in the specified schemes. The changes bring the minimum thresholds for purchases and redemptions to the same level in the affected funds. 

The adjustments affect both lump sum investors and those using SIP routes, with exclusions for specific schemes and categories. 

Read More:  Invesco Mutual Fund Halts Fresh Investments in 3 International Schemes!  

Conclusion 

Invesco Mutual Fund has lowered minimum investment thresholds across selected schemes and categories, with the changes effective from 20 January 2026. The revisions cover lump sum investments, switches, redemptions, and SIPs, with defined exceptions across certain funds. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.   
 
Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.