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Invesco

Invesco Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

  • Total Funds 42
  • Average annual returns 4.9%

About Invesco Mutual Fund

Invesco Mutual Fund is an international asset management company, operating as a branch of the well-known US-based investment management firm, Invesco Limited. It offers a diverse range of mutual funds tailored to meet various investment goals. As a foreign Asset Management Company (AMC), Invesco possesses valuable insights into global markets. Led by Chief Investment Officer Mr Taher Badshah, along with key fund managers Amit Ganatra and Amit Nigam. Invesco Mutual Fund is ranked 17th in its category. It provides a total of 37 schemes, comprising 18 equity funds, 4 hybrid funds, 13 debt funds, and 2 other schemes. Invesco India Small Cap Fund, the flagship scheme, has exhibited an impressive average annualized return of 24.78% since its inception.

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Top Performing Invesco Mutual Fund in India for High Returns

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  • Historic Returns
  • Investment Returns
  • Monthly
  • Quarterly
  • Annual
  • Point to Point Return

Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

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Fund Name AUM (Cr.) Fund Age 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
113.72 13 years 1.02% 4.63% 15.68% 15.43% 15.56% 30.61% 21.4% 18.32% 14.35% 11.4% Invest
5645.33 17 years 0.09% 8.29% -11.38% -11.72% 16.41% 18.51% 35.56% 22.18% 31.34% 16.17% Invest
3360.52 4 years -0.08% 6.44% -10.11% -10.58% -10.67% 14.77% 37.59% 19.91% - - Invest
6249.9 17 years -0.14% 7.5% -9.78% -12.16% 13.04% 14.71% 33.05% 20.26% 26.25% 14.06% Invest
17167.52 17 years 0.19% 7.08% -7.97% -12.9% 15.03% 14.04% 29.15% 18.68% 27.56% 14.94% Invest
1126.35 16 years 1.07% 8% -3.26% -6.21% -2.95% 13.76% 26.7% 18.84% 23.34% 13.68% Invest
28.73 10 years -1.05% -3.63% 2.42% 0.95% 3.1% 13.42% 19.06% 15.46% 20.44% 10% Invest
5904.85 6 years -0.49% 7.93% -14.56% -13.86% -15.35% 13.26% 33.92% 21.74% 34.77% - Invest
595.95 6 years 0.12% 5.67% -6.96% -8.51% -6.9% 11.87% 23.56% 14.87% 19% - Invest
2471.9 3 years -0.18% 7.08% -11.4% -12.97% -11.68% 11.64% 29.75% 18.34% - - Invest
335.69 4 years 1.38% -8.44% -9.68% 4.7% -8.1% 11.23% 16.84% 2.65% - - Invest
3727.8 17 years -0.65% 7.06% -11.79% -13.61% 15.69% 10.37% 27.27% 16.98% 27.02% 13.04% Invest
49.15 2 years 0.5% 1.63% 3.22% 4.34% 3.03% 9.91% 9.17% - - - Invest
141.86 10 years 0.42% 2.6% 4.3% 5.57% 4.17% 9.63% 8.95% 8.25% 6.89% 5.94% Invest
401.88 6 years 0.29% 2.71% -3.45% -3.57% -3.51% 9.11% 14.94% 9.4% 10.56% - Invest
401.88 6 years 0.29% 2.71% -3.45% -3.57% -3.51% 9.11% 14.94% 9.4% 10.56% - Invest
418.32 2 years -2.24% -8.4% -9.08% -1.7% -8.73% 8.77% 25.74% - - - Invest
1227.23 17 years 0.7% 2.81% 3.08% 3.11% 2.94% 8.72% 9% 7.43% 5.53% 6.52% Invest
5789.41 17 years 0.53% 1.28% 2.46% 3.89% 2.34% 8.36% 7.89% 6.37% 6.3% 6.64% Invest
69.59 2 years 0.25% 0.76% 2.23% 3.72% 2.08% 8.12% 7.75% - - - Invest
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name Mar-2025 Mar-2025 Feb-2025 Jan-2025 Dec-2024 Nov-2024 Oct-2024 Sep-2024 Aug-2024 Jul-2024 Jun-2024 May-2024
Fund Name 2025-Q1 2024-Q4 2024-Q3 2024-Q2 2024-Q1 2023-Q4 2023-Q3 2023-Q2 2023-Q1 2022-Q4 2022-Q3 2022-Q2
Fund Name 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name AUM (Cr.) Initial NAV Final NAV NAV Change Absolute Ret. Annalized Ret.
Fund Name AUM (Cr.) Risk 6M 1Y 2Y 3Y 5Y 10Y From Launch
113.72 High
13.37%
35.36%
28.97%
24.52%
17.81%
14.47%
11.48%
Invest
5645.33 Very High
-6.46%
-4.54%
19.57%
24.06%
23.95%
19.4%
18.95%
Invest
3360.52 Very High
-6.14%
-5.69%
22.47%
25.13%
-
-
21.51%
Invest
6249.9 Very High
-5.71%
-5.14%
18.51%
22.28%
20.89%
16.77%
15.42%
Invest
17167.52 Very High
-5.9%
-7.1%
15.51%
19.35%
19.77%
17.01%
16.58%
Invest
1126.35 Very High
-1.74%
0.86%
15.22%
19.07%
18.63%
15.21%
15.58%
Invest
28.73 Very High
0.78%
9.81%
16.12%
18.29%
16.05%
12.47%
11.92%
Invest
5904.85 Very High
-9.79%
-11.49%
14.83%
21.89%
25.23%
-
25.27%
Invest
595.95 Very High
-4.62%
-3.49%
13.56%
16.27%
15.17%
-
14.07%
Invest
2471.9 Very High
-7.48%
-8.46%
15.05%
19.87%
-
-
19.68%
Invest
335.69 Very High
-6.66%
8.76%
14.2%
13.2%
-
-
4.51%
Invest
3727.8 Very High
-8.31%
-10.38%
11.81%
17.12%
18.63%
15.43%
17.43%
Invest
49.15 Moderate
3.28%
10.6%
9.71%
-
-
-
9.66%
Invest
141.86 Moderately High
4.39%
11.74%
9.85%
9.73%
7.89%
5.99%
6%
Invest
401.88 Moderately High
-1.96%
-0.03%
9.18%
10.77%
9.42%
-
9.11%
Invest
401.88 Moderately High
-1.96%
-0.03%
9.18%
10.77%
9.42%
-
9.11%
Invest
418.32 Very High
-7.81%
-2%
13.65%
-
-
-
19.83%
Invest
1227.23 Moderate
2.9%
9.13%
9.35%
8.72%
6.77%
6.42%
43.81%
Invest
5789.41 Moderate
2.59%
8.7%
8.19%
7.73%
6.46%
6.59%
43.26%
Invest
69.59 Low to Moderate
2.36%
8.16%
7.92%
-
-
-
7.9%
Invest
Fund Name Risk Standard Deviation Alpha Beta Sharpe Ratio
High
11.545%
-
-
0.908%
Invest
Very High
13.27%
1.17%
0.92%
0.79%
Invest
Very High
15.823%
5.017%
0.973%
0.731%
Invest
Very High
12.64%
2.65%
0.97%
0.75%
Invest
Very High
12.32%
3.53%
0.97%
0.7%
Invest
Very High
14.56%
6.317%
0.893%
0.673%
Invest
Very High
15.135%
-
-
0.742%
Invest
Very High
16.892%
3.629%
0.794%
0.805%
Invest
Very High
11.275%
2.142%
1.095%
0.598%
Invest
Very High
-
-
-
-
Invest
Very High
20.892%
-
-
0.156%
Invest
Very High
12.65%
0.77%
0.93%
0.59%
Invest
Moderate
-
-
-
-
Invest
Moderately High
2.648%
0.928%
1.044%
0.337%
Invest
Moderately High
6.046%
-
-
0.363%
Invest
Moderately High
6.046%
-
-
0.363%
Invest
Very High
-
-
-
-
Invest
Moderate
2.383%
-
0.698%
0.01%
Invest
Moderate
1.219%
-
1.023%
-
Invest
Low to Moderate
-
-
-
-
Invest
Fund Name Min SIP Min Lumpsum Expense Ratio Fund Manager Launch Date
₹500
₹1000
0.45%
Krishna Venkat Cheemalapati
05-Dec 2011
Invest
₹500
₹1000
1.8%
Aditya Khemani
19-Apr 2007
Invest
₹500
₹1000
1.87%
Taher Badshah
29-Sep 2020
Invest
₹100
₹1000
1.8%
Aditya Khemani
09-Aug 2007
Invest
₹100
₹1000
1.64%
Taher Badshah
11-Apr 2007
Invest
₹100
₹1000
2.19%
Dhimant Kothari
14-Jul 2008
Invest
₹500
₹1000
1.4%
Amit Nigam
05-May 2014
Invest
₹500
₹1000
1.78%
Taher Badshah
30-Oct 2018
Invest
₹500
₹1000
2.37%
Amit Nigam
30-Jun 2018
Invest
₹500
₹1000
1.96%
Taher Badshah
11-Feb 2022
Invest
₹500
₹1000
1.54%
Amit Nigam
24-Dec 2020
Invest
₹500
₹1000
1.88%
Amit Nigam
17-Mar 2008
Invest
₹500
₹1000
0.29%
Krishna Venkat Cheemalapati
27-Mar 2023
Invest
₹1000
₹1000
1.45%
Krishna Venkat Cheemalapati
04-Sep 2014
Invest
₹500
₹1000
2.3%
Amit Nigam
06-Mar 2019
Invest
₹500
₹1000
2.3%
Amit Nigam
06-Mar 2019
Invest
₹500
₹1000
0.4%
Amit Nigam
21-Apr 2022
Invest
₹100
₹1000
1.25%
Krishna Venkat Cheemalapati
09-Feb 2008
Invest
₹100
₹1000
0.68%
Krishna Venkat Cheemalapati
02-Aug 2007
Invest
₹500
₹1000
0.29%
Krishna Venkat Cheemalapati
20-Mar 2023
Invest
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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145

Comparison of Top Invesco Mutual Fund

Investment Strategy

Invesco India MF follows an asset selection philosophy, targeting stable companies in large-cap, growth-oriented companies in mid-cap, and good potential companies in the small-cap category. Its major focus is on earning high growth potential in the long term with passive portfolio management.

Head of Equity & Debt Team

Mr. Taher Badshah (CIO)

MR Taher has over 29 years of experience in the Indian equities markets and is currently the Chief Investment Officer at Invesco AMC in India, where he has been a key member for over six years. Taher previously served as Head of Equity at Motilal Oswal Asset Management. His vast professional career includes employment with notable companies such as Kotak Mahindra Investment Advisors, ICICI Prudential Asset Management, and Alliance Capital Asset Management. Taher has a Master of Management Studies (MMS) with a speciality in finance from the S.P. Jain Institute of Management and a Bachelor of Engineering (B.E.) in Electronics from the University of Mumbai.

List of Fund Managers

 List of Fund Managers Invesco Mutual Fund

Top 5 Invesco Mutual Fund

 

History of Invesco Mutual Fund

In 2013, Invesco partnered with Religare Securities Ltd. to form Religare Invesco Asset Management Limited., later rebranded as Invesco Mutual Fund after Invesco acquired the remaining 51% in 2016. Registered with SEBI, it operates as a trust.

Invesco aims to meet diverse investment needs through Mutual Fund and sub-advised portfolios, emphasizing sustainability and adaptability. Founded in 1935, Invesco is an independent investment management firm managing $1.35 trillion globally. With a presence in over 25 countries, Invesco offers a range of investment products and services, committing to strong, long-term performance.

How to Select the Best Invesco Mutual Fund?

The selection of the fund depends upon several critical aspects. Following is a step-by-step guide to determine the process:

  • Defining Objectives: Set reasonable goals for your financial choices. Identify them and design a plan to meet their needs.
  • Risk Tolerance Assessment: Assess your risk comfort level, knowing higher risk can lead to higher returns within your chosen limits.
  • Implementing Diversification: Spread your assets across other sectors to reduce risk and increase possible profits.
  • Self-education: Prioritize understanding funds through self-education. Analyze past performance and fund workings.
  • Regular Monitoring: Consistently monitor your investments and make changes as the market conditions change.
  • Seeking Advice: Because fluctuations in the market might have an impact on mutual funds, connect with professionals.

To wrap up, these guidelines will help you make careful decisions. Proper evaluation is important to get a good investment. There are tools like SIP Calculator which help in predicting the profits. You can visit MySIPonline to use this tool available on our website.

How to Invest in Invesco Mutual Fund via MySIPonline?

Mysiponline makes it simple to invest in Invesco mutual funds. Let us understand by following a step-by-step guide:

  • Step 1: Log in to MySIPonline
  • Step 2: Check your KYC and if it is not registered do Video KYC
  • Step3: Complete profile (PAN card, aadhar, bank details, nominee, signature)
  • Step 4: Explore top funds from Respective AMC Name or Talk to expert
  • Step 5: Select your preferred Fund
  • Step 6: Add funds to the cart and choose your investment option.
  • Step 7: Make a payment from UPI or net banking
  • Step 8: Track your investments and adjust accordingly.

To conclude, MySIPonline has stood out among its competitors and provided simplified solutions. Our efficient team of experts offers well-analysed investing advice. You can also start an Online SIP through our mobile app.

What is the Taxation on Invesco Mutual Fund?

The taxation of Invesco Mutual Fund depends on which category they fall under equity or debt.

Equity-Oriented Mutual Funds

  • Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
  • Long-term Capital Gains (LTCG): Gains exceeding RS 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.

Debt-Oriented Mutual Funds

  • Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
  • Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.

Frequently Asked Questions

Are Invesco Mutual Funds safe for long term investments?
Invesco Mutual Fund was incorporated in 2005 and has a great reputation in the mutual fund industry due to some of the best performing schemes. It has allowed thousands of investors to achieve their financial objectives and aims to strengthen the financial stability of every Indian through quality schemes in various categories.
How many schemes are available for investments in Invesco Mutual Fund?
Invesco Mutual Fund has provided top performing schemes in various categories and owns a total of 148 schemes with a different objective and investment strategy.
What is the total AUM of Invesco Mutual Fund?
As per the quarter ending March 2019, Invesco Mutual Fund has an AUM of more than Rs 24,000 crore.
What are the available SIP dates for investment in Invesco Mutual Fund?
SIP in Invesco Mutual Fund can be done on the 10th, 15th, 20th, and 25th date of every month.
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