Invesco Mutual Fund

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.

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.

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.

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.

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.

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.