Invesco Mutual Fund or Invesco Asset Management Limited offers many mutual funds with different investing goals and techniques. It's part of Atlanta-based independent investment management corporation Invesco Limited. It has ground operations in 20+ countries. The company serves 120 countries.
For Indian mutual funds, the company teamed with Religare Securities. It bought its partner's share and rebranded Religare Invesco Mutual Fund to Invesco Mutual Fund in April 2016. Rs 95,233 crores were AMC's assets under management on August, 2024. As of March 2024, Invesco Mutual Fund offers 37 mutual funds. Invesco Asset Management Company (AMC) offers 18 equity-oriented, 4 hybrid, 13 debt-oriented, and 2 other funds.The company's major funds are Arbitrage, Contra, and Liquid. It has 1.36 percent industry AUM.
How to Invest in Invesco Mutual Fund on Swaraj Finpro.
Investing in Invesco Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred Invesco Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The Invesco Mutual Fund
in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The Invesco India PSU Equity Fund Fund has given 40.23% annualized returns in the past three years and 32.86% in the last 5 years and 18.67% in the last 10 years. The Invesco India PSU Equity Fund Fund comes under the Equity category of Invesco Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Invesco India PSU Equity Fund via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The fund aims capital appreciation by investing in equity and equity related instruments of companies where the Central / State Government(s) has majority shareholding or management control or powers to appoint majority of directors.
Scheme Manager: Dhimant Kothari.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 1355.17
1 Y Return (%)
: 84.52
Risko-Meter : Very High
Fund Performance: The Invesco India Infrastructure Fund Fund has given 33.98% annualized returns in the past three years and 32.84% in the last 5 years and 18.84% in the last 10 years. The Invesco India Infrastructure Fund Fund comes under the Equity category of Invesco Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Invesco India Infrastructure Fund via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme endeavors to generate long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies.
Scheme Manager: Amit Nigam.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 1464.43
1 Y Return (%)
: 72.39
Risko-Meter : Very High
Fund Performance: The Invesco India Focused Fund Fund has given 23.50% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Invesco India Focused Fund Fund comes under the Equity category of Invesco Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Invesco India Focused Fund via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to generate capital appreciation by investing in upto 20 stocks across market capitalization.
Scheme Manager: Taher Badshah, Amit Nigam, Hiten Jain.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 2818.62
1 Y Return (%)
: 65.21
Risko-Meter : Very High
Fund Performance: The Invesco India Smallcap Fund Fund has given 27.38% annualized returns in the past three years and 33.42% in the last 5 years and 0.00% in the last 10 years. The Invesco India Smallcap Fund Fund comes under the Equity category of Invesco Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Invesco India Smallcap Fund via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to generate capital appreciation by investing predominantly in stocks of Smallcap companies.
Scheme Manager: Taher Badshah, Amit Nigam, Aditya Khemani.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 4578.2
1 Y Return (%)
: 55.54
Risko-Meter : Very High
Fund Performance: The Invesco India Large & Mid Cap Fund Fund has given 22.82% annualized returns in the past three years and 22.80% in the last 5 years and 16.72% in the last 10 years. The Invesco India Large & Mid Cap Fund Fund comes under the Equity category of Invesco Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Invesco India Large & Mid Cap Fund via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme aims to generate long-term capital growth by investing predominantly in equity and equity related securities following a bottom-up approach in selecting stocks depending on their market-cap and sector.
Invesco Mutual Fund
