Invesco

Invesco Mutual Fund

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

  • Total Funds 111
  • Average annual returns 21.42%

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.

More

Top Performing Invesco Mutual Fund in India for High Return

Asset Type

  • Equity
  • Commodities
  • Debt
  • Solution Oriented
  • Hybrid
  • Others

Category Type

  • Large Cap
  • Mid Cap
  • Small Cap
  • Flexi Cap
  • Index Fund
  • Large and Mid Cap
  • Multi Cap
  • ELSS
  • Banking & Financial
  • IT & Technology
  • Pharma & Healthcare
  • Infrastructure
  • FMCG
  • Focused
  • Value
  • Contra
  • Consumption Theme
  • Energy Sector
  • PSU Themes
  • MNC Themes
  • Others Sector
  • Other Themes
  • Dividend Yield
  • International Funds
  • Thematic-Infrastructure
  • Close ended equity scheme
  • ETFs
  • Manufacturing
  • Thematic Transportation
  • Overnight
  • Liquid
  • Ultra Short Duration
  • Low Duration
  • Money Market
  • Short Duration
  • Dynamic Bond
  • Corporate Bond
  • Medium Duration
  • Medium to Long Duration
  • Long Duration
  • Gilt
  • 10 yrs Gilt Fund
  • Credit Risk
  • Banking and PSU
  • Floater
  • FMP
  • Aggressive
  • Balanced Hybrid
  • Conservative
  • Equity Savings
  • Dynamic Asset Allocation
  • Multi Asset Allocation
  • Arbitrage Funds
  • Gold
  • Silver
  • Retirement Funds
  • Childrens Funds
  • Domestic Equity FoF
  • Domestic Deb FoF
  • Domestic Hybrid FoF
  • Domestic FoF
  • International FoF

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
search-icon

Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 33.31%
SIP 3Y P.a. 80.67%
Return Vs Category

High icon

Risk Vs Category

Low icon

Invest

Lumpsum 3Y P.a 32.64%
SIP 3Y P.a. 98.56%
Return Vs Category

Low icon

Risk Vs Category

Low icon

Invest

Lumpsum 3Y P.a 27.65%
SIP 3Y P.a. 55.36%
Return Vs Category

High icon

Risk Vs Category

Average icon

Invest

Lumpsum 3Y P.a 24.14%
SIP 3Y P.a. 53.09%
Return Vs Category

High icon

Risk Vs Category

Low icon

Invest

Lumpsum 3Y P.a 22.62%
SIP 3Y P.a. 53.33%
Return Vs Category

High icon

Risk Vs Category

Average icon

Invest

Lumpsum 3Y P.a 20.19%
SIP 3Y P.a. 49.74%
Return Vs Category

High icon

Risk Vs Category

Low icon

Invest

Lumpsum 3Y P.a 20%
SIP 3Y P.a. 44.8%
Return Vs Category

Low icon

Risk Vs Category

Low icon

Invest

Lumpsum 3Y P.a 18.11%
SIP 3Y P.a. 36.88%
Return Vs Category

High icon

Risk Vs Category

Low icon

Invest

Lumpsum 3Y P.a 17.74%
SIP 3Y P.a. 41.11%
Return Vs Category

Low icon

Risk Vs Category

Low icon

Invest

Lumpsum 3Y P.a 16.51%
SIP 3Y P.a. 34.55%
Return Vs Category

High icon

Risk Vs Category

High icon

Invest

Short Term

Long Term

SIP

Rolling Term

1 Week 0.82%
1 Month -0.36%
3 Months 6.21%
6 Months 27.05%
1 Year 70.36%
Invest
1 Week 0.7%
1 Month -6.36%
3 Months -9.95%
6 Months 6.08%
1 Year 64.87%
Invest
1 Week 1.78%
1 Month 4.93%
3 Months 16.37%
6 Months 25.67%
1 Year 57.27%
Invest
1 Week 2.71%
1 Month 5.92%
3 Months 14.89%
6 Months 27.81%
1 Year 69.98%
Invest
1 Week 0.14%
1 Month -6.6%
3 Months 1.31%
6 Months 20.14%
1 Year 53.24%
Invest
1 Week -0.49%
1 Month -7.03%
3 Months 1.14%
6 Months 17.1%
1 Year 52.48%
Invest
1 Week 0.22%
1 Month -5.5%
3 Months 1.66%
6 Months 17.45%
1 Year 50.69%
Invest
1 Week 1.67%
1 Month 2.8%
3 Months 10.38%
6 Months 16.29%
1 Year 41.02%
Invest
1 Week 0.03%
1 Month -4.97%
3 Months 2.51%
6 Months 15.73%
1 Year 43.63%
Invest
1 Week 1.58%
1 Month 2.69%
3 Months 10.54%
6 Months 18.93%
1 Year 39.04%
Invest
2 Years 44.17%
3 Years 33.31%
5 Years 33.58%
Annual Rt 12.04%
Invest
2 Years 44.38%
3 Years 32.64%
5 Years 27.6%
Annual Rt 13.09%
Invest
2 Years 39.21%
3 Years 27.65%
5 Years 34.19%
Annual Rt 27.26%
Invest
2 Years 36.96%
3 Years 24.14%
5 Years -
Annual Rt 30.22%
Invest
2 Years 35.09%
3 Years 22.62%
5 Years 27.36%
Annual Rt 17.2%
Invest
2 Years 31.94%
3 Years 20.19%
5 Years 20.73%
Annual Rt 13.75%
Invest
2 Years 29.92%
3 Years 20%
5 Years 23.03%
Annual Rt 15.95%
Invest
2 Years 27.22%
3 Years 18.11%
5 Years 18.03%
Annual Rt 17.03%
Invest
2 Years 29.42%
3 Years 17.74%
5 Years 22.8%
Annual Rt 16.78%
Invest
2 Years 24.13%
3 Years 16.51%
5 Years 16.66%
Annual Rt 13.73%
Invest
1 Year -
2 Years -
3 Years -
5 Years -
Invest
1 Year -
2 Years -
3 Years -
5 Years -
Invest
1 Year -
2 Years -
3 Years -
5 Years -
Invest
1 Year -
2 Years -
3 Years -
5 Years -
Invest
1 Year -
2 Years -
3 Years -
5 Years -
Invest
1 Year -
2 Years -
3 Years -
5 Years -
Invest
1 Year -
2 Years -
3 Years -
5 Years -
Invest
1 Year -
2 Years -
3 Years -
5 Years -
Invest
1 Year -
2 Years -
3 Years -
5 Years -
Invest
1 Year -
2 Years -
3 Years -
5 Years -
Invest
1 Year 0%
3 Years 0%
5 Years 0%
Invest
1 Year 0%
3 Years 0%
5 Years 0%
Invest
1 Year 0%
3 Years 0%
5 Years 0%
Invest
1 Year 0%
3 Years 0%
5 Years 0%
Invest
1 Year 0%
3 Years 0%
5 Years 0%
Invest
1 Year 0%
3 Years 0%
5 Years 0%
Invest
1 Year 0%
3 Years 0%
5 Years 0%
Invest
1 Year 0%
3 Years 0%
5 Years 0%
Invest
1 Year 0%
3 Years 0%
5 Years 0%
Invest
1 Year 0%
3 Years 0%
5 Years 0%
Invest
Standard Deviation -
Alpha -
Beta -
Sharpe Ratio -
Invest
Standard Deviation -
Alpha -
Beta -
Sharpe Ratio -
Invest
Standard Deviation -
Alpha -
Beta -
Sharpe Ratio -
Invest
Standard Deviation -
Alpha -
Beta -
Sharpe Ratio -
Invest
Standard Deviation -
Alpha -
Beta -
Sharpe Ratio -
Invest
Standard Deviation -
Alpha -
Beta -
Sharpe Ratio -
Invest
Standard Deviation -
Alpha -
Beta -
Sharpe Ratio -
Invest
Standard Deviation -
Alpha -
Beta -
Sharpe Ratio -
Invest
Standard Deviation -
Alpha -
Beta -
Sharpe Ratio -
Invest
Standard Deviation -
Alpha -
Beta -
Sharpe Ratio -
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.1%
Fund Manager Amit Nigam
Launch Date 21-Nov 2007
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.15%
Fund Manager Dhimant Kothari
Launch Date 18-Nov 2009
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 1.83%
Fund Manager Taher Badshah
Launch Date 05-Oct 2018
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 1.92%
Fund Manager Taher Badshah
Launch Date 08-Sep 2020
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 1.85%
Fund Manager Aditya Khemani
Launch Date 19-Apr 2007
Invest
Min SIP ₹100
Min Lumpsum ₹1000
Expense Ratio 1.82%
Fund Manager Aditya Khemani
Launch Date 09-Aug 2007
Invest
Min SIP ₹100
Min Lumpsum ₹1000
Expense Ratio 1.67%
Fund Manager Taher Badshah
Launch Date 11-Apr 2007
Invest
Min SIP ₹100
Min Lumpsum ₹1000
Expense Ratio 2.27%
Fund Manager Dhimant Kothari
Launch Date 14-Jul 2008
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 1.9%
Fund Manager Amit Nigam
Launch Date 17-Mar 2008
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.41%
Fund Manager Amit Nigam
Launch Date 15-Jun 2018
Invest
Load More

Invesco Mutual Fund Funds Return Calculator

What you would like to Calculate?

Historical Returns

Future Value

Select Fund

Select Investment Type

SIP

Lumpsum

SIP amount (Monthly)

Tenure

Lumpsum amount

Tenure

Invested Amt.

+

Net Profit

=

Total Wealth

Select Investment Type

SIP

Lumpsum

Target Amount

SIP amount (Monthly)

Tenure (Years)
Annual Returns

Lumpsum Amount

Tenure(Years)
Annual Returns

Target Amount

Tenure (Years)
Annual Returns

  • 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.
alert-icon You can select three funds for compare. cross-icon
Request call back
Add to Cart Successfully