+91-22-48913909Best Invesco SIP Mutual Funds 2026
Invesco SIP is an ideal way to invest in Mutual Funds. It is a systematic method for long-term investments and also to fulfil your Financial goals. In a SIP or Systematic Investment plan, you can invest a small sum of money at a stipulated interval. Being the most affordable means of investment, you can start Investing in a SIP with just INR 500. Investors can plan their long-term goals like retirement, purchase of a house/car, marriage, etc., with a SIP. Investors planning to invest in Equity Funds, a SIP is the ideal way to invest through. Due to its investing style, it balances the pitfalls of the equity market.
Why Invest in Invesco SIP Mutual Funds?
Some of the benefits of SIPs are:
- Rupee cost averaging
- Power of Compounding
- No need to time the market
- Habit of long-term savings
Investors keen to invest in a SIP, here are the best Invesco SIP Mutual Funds for equity investments. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.
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Fund Selection Methodology used to find 10 funds
Best SIP Funds by Invesco Mutual Fund for Equities
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Invesco India Mid Cap Fund Growth ₹197.13
↑ 2.37 ₹14,721 500 2.5 17.2 6.8 21.9 18.2 6.3 Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹37.3844
↓ -0.14 ₹308 500 2.4 13.1 17.8 21.7 16.6 23.8 Invesco India Growth Opportunities Fund Growth ₹109.35
↑ 1.35 ₹11,746 100 2.9 17.6 5.3 21 15.7 4.7 Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹26.7214
↓ -0.07 ₹227 500 3.7 14.9 31.7 20.4 15.2 42.5 Invesco India Infrastructure Fund Growth ₹66.69
↑ 0.94 ₹1,540 500 -3.5 15.6 2.2 17.3 17.3 -7.1 Invesco India PSU Equity Fund Growth ₹63.65
↑ 0.80 ₹1,473 500 -4.4 -2.3 -0.8 17.2 19 10.3 Invesco India Financial Services Fund Growth ₹144.69
↑ 1.21 ₹1,845 100 -1.8 4.3 5.2 15.9 12.3 15.1 Invesco India Contra Fund Growth ₹133.14
↑ 1.28 ₹20,100 500 0.6 6.9 -3.7 12.5 11.8 3.1 Invesco India Multicap Fund Growth ₹131.73
↑ 1.58 ₹4,302 500 3.4 14.2 -0.7 12 10.5 -6.7 Invesco India Largecap Fund Growth ₹71.26
↑ 0.70 ₹1,847 100 1 9.1 0 11.9 9.8 5.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Invesco India Mid Cap Fund Invesco India Feeder- Invesco Global Equity Income Fund Invesco India Growth Opportunities Fund Invesco India Feeder- Invesco Pan European Equity Fund Invesco India Infrastructure Fund Invesco India PSU Equity Fund Invesco India Financial Services Fund Invesco India Contra Fund Invesco India Multicap Fund Invesco India Largecap Fund Point 1 Top quartile AUM (₹14,721 Cr). Bottom quartile AUM (₹308 Cr). Upper mid AUM (₹11,746 Cr). Bottom quartile AUM (₹227 Cr). Lower mid AUM (₹1,540 Cr). Bottom quartile AUM (₹1,473 Cr). Lower mid AUM (₹1,845 Cr). Highest AUM (₹20,100 Cr). Upper mid AUM (₹4,302 Cr). Upper mid AUM (₹1,847 Cr). Point 2 Oldest track record among peers (19 yrs). Established history (12+ yrs). Established history (19+ yrs). Established history (12+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 18.17% (top quartile). 5Y return: 16.65% (upper mid). 5Y return: 15.73% (upper mid). 5Y return: 15.20% (lower mid). 5Y return: 17.31% (upper mid). 5Y return: 19.01% (top quartile). 5Y return: 12.29% (lower mid). 5Y return: 11.77% (bottom quartile). 5Y return: 10.47% (bottom quartile). 5Y return: 9.85% (bottom quartile). Point 6 3Y return: 21.94% (top quartile). 3Y return: 21.72% (top quartile). 3Y return: 21.04% (upper mid). 3Y return: 20.36% (upper mid). 3Y return: 17.29% (upper mid). 3Y return: 17.25% (lower mid). 3Y return: 15.88% (lower mid). 3Y return: 12.54% (bottom quartile). 3Y return: 12.03% (bottom quartile). 3Y return: 11.94% (bottom quartile). Point 7 1Y return: 6.76% (upper mid). 1Y return: 17.82% (top quartile). 1Y return: 5.28% (upper mid). 1Y return: 31.74% (top quartile). 1Y return: 2.22% (lower mid). 1Y return: -0.79% (bottom quartile). 1Y return: 5.21% (upper mid). 1Y return: -3.68% (bottom quartile). 1Y return: -0.74% (bottom quartile). 1Y return: -0.01% (lower mid). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 3.86 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: -6.88 (bottom quartile). Alpha: 5.84 (top quartile). Alpha: -3.51 (bottom quartile). Alpha: -3.48 (bottom quartile). Alpha: 3.75 (upper mid). Point 9 Sharpe: 0.29 (upper mid). Sharpe: 1.04 (top quartile). Sharpe: 0.23 (upper mid). Sharpe: 1.84 (top quartile). Sharpe: 0.12 (lower mid). Sharpe: -0.16 (lower mid). Sharpe: 0.18 (upper mid). Sharpe: -0.26 (bottom quartile). Sharpe: -0.41 (bottom quartile). Sharpe: -0.25 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 1.19 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.57 (bottom quartile). Information ratio: 0.90 (top quartile). Information ratio: 0.82 (upper mid). Information ratio: -0.20 (bottom quartile). Information ratio: 0.82 (upper mid). Invesco India Mid Cap Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Growth Opportunities Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Infrastructure Fund
Invesco India PSU Equity Fund
Invesco India Financial Services Fund
Invesco India Contra Fund
Invesco India Multicap Fund
Invesco India Largecap Fund
The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Invesco India Global Equity Income Fund) To provide capital appreciation and/or income by investing predominantly
in units of Invesco Global Equity Income Fund, an overseas equity fund which invests primarily in equities of companies worldwide. The Scheme may, at the discretion of Fund Manager, also invest in units of other similar Overseas Mutual Funds with similar objectives, strategy and attributes which may constitute a significant portion of its net assets. Research Highlights for Invesco India Feeder- Invesco Global Equity Income Fund Below is the key information for Invesco India Feeder- Invesco Global Equity Income Fund Returns up to 1 year are on (Erstwhile Invesco India Growth Fund) The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved. Research Highlights for Invesco India Growth Opportunities Fund Below is the key information for Invesco India Growth Opportunities Fund Returns up to 1 year are on (Erstwhile Invesco India Pan European Equity Fund) To generate capital appreciation by investing predominantly in units of Invesco Pan European Equity Fund, an overseas equity fund which invests primarily in equity securities of European companies with an emphasis on larger companies.
The Scheme may, at the discretion of Fund Manager, also invest in units of
other similar Overseas Mutual Funds with similar objectives, strategy and
attributes which may constitute a significant portion of its net assets. Research Highlights for Invesco India Feeder- Invesco Pan European Equity Fund Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. Research Highlights for Invesco India Infrastructure Fund Below is the key information for Invesco India Infrastructure Fund Returns up to 1 year are on To generate 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 has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Invesco India PSU Equity Fund Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on (Erstwhile Invesco India Banking Fund) The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services. Research Highlights for Invesco India Financial Services Fund Below is the key information for Invesco India Financial Services Fund Returns up to 1 year are on The investment objective of the Scheme is to generate capital appreciation
through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation through means of contrarian investing. Research Highlights for Invesco India Contra Fund Below is the key information for Invesco India Contra Fund Returns up to 1 year are on (Erstwhile Invesco India Mid N Small Cap Fund) The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies. Research Highlights for Invesco India Multicap Fund Below is the key information for Invesco India Multicap Fund Returns up to 1 year are on (Erstwhile Invesco India Business Leaders Fund) To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Invesco India Largecap Fund Below is the key information for Invesco India Largecap Fund Returns up to 1 year are on 1. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (18 Sep 26) ₹197.13 ↑ 2.37 (1.22 %) Net Assets (Cr) ₹14,721 on 31 Jul 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.29 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -1.3% 3 Month 2.5% 6 Month 17.2% 1 Year 6.8% 3 Year 21.9% 5 Year 18.2% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Data below for Invesco India Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (18 Sep 26) ₹37.3844 ↓ -0.14 (-0.37 %) Net Assets (Cr) ₹308 on 31 Jul 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio 1.04 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Feeder- Invesco Global Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -3.9% 3 Month 2.4% 6 Month 13.1% 1 Year 17.8% 3 Year 21.7% 5 Year 16.6% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 23.8% 2024 13.7% 2023 27% 2022 -2.1% 2021 21% 2020 7.3% 2019 24.7% 2018 -7.5% 2017 13.2% 2016 2.6% Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
Name Since Tenure Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Invesco India Growth Opportunities Fund
Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (18 Sep 26) ₹109.35 ↑ 1.35 (1.25 %) Net Assets (Cr) ₹11,746 on 31 Jul 26 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.23 Information Ratio 1.19 Alpha Ratio 3.86 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -1.3% 3 Month 2.9% 6 Month 17.6% 1 Year 5.3% 3 Year 21% 5 Year 15.7% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.7% 2024 37.5% 2023 31.6% 2022 -0.4% 2021 29.7% 2020 13.3% 2019 10.7% 2018 -0.2% 2017 39.6% 2016 3.3% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Data below for Invesco India Growth Opportunities Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (18 Sep 26) ₹26.7214 ↓ -0.07 (-0.25 %) Net Assets (Cr) ₹227 on 31 Jul 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 0.95 Sharpe Ratio 1.84 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Feeder- Invesco Pan European Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -3.4% 3 Month 3.7% 6 Month 14.9% 1 Year 31.7% 3 Year 20.4% 5 Year 15.2% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 42.5% 2024 -5.1% 2023 20.5% 2022 1.6% 2021 16.6% 2020 1.6% 2019 17.2% 2018 -11.2% 2017 14.8% 2016 -0.2% Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
Name Since Tenure Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Invesco India Infrastructure Fund
Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (18 Sep 26) ₹66.69 ↑ 0.94 (1.43 %) Net Assets (Cr) ₹1,540 on 31 Jul 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio 0.12 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -3.9% 3 Month -3.5% 6 Month 15.6% 1 Year 2.2% 3 Year 17.3% 5 Year 17.3% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -7.1% 2024 33.2% 2023 51.1% 2022 2.3% 2021 55.4% 2020 16.2% 2019 6.1% 2018 -15.8% 2017 48.1% 2016 0.8% Fund Manager information for Invesco India Infrastructure Fund
Name Since Tenure Data below for Invesco India Infrastructure Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (18 Sep 26) ₹63.65 ↑ 0.80 (1.27 %) Net Assets (Cr) ₹1,473 on 30 Jun 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio -0.16 Information Ratio -0.57 Alpha Ratio -6.88 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -4.3% 3 Month -4.4% 6 Month -2.3% 1 Year -0.8% 3 Year 17.2% 5 Year 19% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.3% 2024 25.6% 2023 54.5% 2022 20.5% 2021 31.1% 2020 6.1% 2019 10.1% 2018 -16.9% 2017 24.3% 2016 17.9% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Data below for Invesco India PSU Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Invesco India Financial Services Fund
Invesco India Financial Services Fund
Growth Launch Date 14 Jul 08 NAV (18 Sep 26) ₹144.69 ↑ 1.21 (0.84 %) Net Assets (Cr) ₹1,845 on 31 Jul 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio 0.18 Information Ratio 0.9 Alpha Ratio 5.84 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -1.8% 3 Month -1.8% 6 Month 4.3% 1 Year 5.2% 3 Year 15.9% 5 Year 12.3% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 15.1% 2024 19.8% 2023 26% 2022 12.8% 2021 14% 2020 2.4% 2019 21.2% 2018 -0.3% 2017 45.2% 2016 10.4% Fund Manager information for Invesco India Financial Services Fund
Name Since Tenure Data below for Invesco India Financial Services Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Invesco India Contra Fund
Invesco India Contra Fund
Growth Launch Date 11 Apr 07 NAV (18 Sep 26) ₹133.14 ↑ 1.28 (0.97 %) Net Assets (Cr) ₹20,100 on 31 Jul 26 Category Equity - Contra AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.26 Information Ratio 0.82 Alpha Ratio -3.51 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -2.5% 3 Month 0.6% 6 Month 6.9% 1 Year -3.7% 3 Year 12.5% 5 Year 11.8% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.1% 2024 30.1% 2023 28.8% 2022 3.8% 2021 29.6% 2020 21.2% 2019 5.9% 2018 -3.3% 2017 45.6% 2016 6.7% Fund Manager information for Invesco India Contra Fund
Name Since Tenure Data below for Invesco India Contra Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Invesco India Multicap Fund
Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (18 Sep 26) ₹131.73 ↑ 1.58 (1.21 %) Net Assets (Cr) ₹4,302 on 30 Jun 26 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio -0.41 Information Ratio -0.2 Alpha Ratio -3.48 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -0.7% 3 Month 3.4% 6 Month 14.2% 1 Year -0.7% 3 Year 12% 5 Year 10.5% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -6.7% 2024 29.8% 2023 31.8% 2022 -2.2% 2021 40.7% 2020 18.8% 2019 4.6% 2018 -12.5% 2017 46.2% 2016 0.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Data below for Invesco India Multicap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Invesco India Largecap Fund
Invesco India Largecap Fund
Growth Launch Date 21 Aug 09 NAV (18 Sep 26) ₹71.26 ↑ 0.70 (0.99 %) Net Assets (Cr) ₹1,847 on 30 Jun 26 Category Equity - Large Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio -0.25 Information Ratio 0.82 Alpha Ratio 3.75 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Largecap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -2.2% 3 Month 1% 6 Month 9.1% 1 Year 0% 3 Year 11.9% 5 Year 9.8% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.5% 2024 20% 2023 27.8% 2022 -3% 2021 32.5% 2020 14.1% 2019 10.5% 2018 -0.4% 2017 28.3% 2016 2.8% Fund Manager information for Invesco India Largecap Fund
Name Since Tenure Data below for Invesco India Largecap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
How Does SIP Investment Grow?
Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.
SIP Calculator or SIP Return Calculator
SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!
Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-
Monthly Investment: INR 10,000
Investment Period: 10 years
Total Amount Invested: INR 12,00,000
Long-term Growth Rate (approx.): 15%
Expected Returns as per sip calculator: INR 27,86,573
Net Profit: INR 15,86,573 (Absolute Return= 132.2%)
The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!
How to Invest in Invesco Mutual Fund Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Invesco India Mid Cap Fund