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10 Best Invesco SIP Mutual Funds 2022 | Best SIP Funds

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Best Invesco SIP Mutual Funds 2022

Updated on September 28, 2022 , 7756 views

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.

Invesco

Why Invest in Invesco SIP Mutual Funds?

Some of the benefits of SIPs are:

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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Best SIP Funds by Invesco Mutual Fund for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Invesco India Infrastructure Fund Growth ₹31.81
↑ 0.51
₹451 500 12.43.85.123.713.755.4
Invesco India Mid Cap Fund Growth ₹87.19
↑ 1.18
₹2,525 500 14.21.91.422.714.543.1
Invesco India Multicap Fund Growth ₹77.54
↑ 1.01
₹2,192 500 13.31.5-2.518.61140.7
Invesco India Contra Fund Growth ₹77.5
↑ 1.13
₹9,434 500 12.22.71.218.413.629.6
Invesco India PSU Equity Fund Growth ₹27.97
↑ 0.40
₹382 500 15.85.93.116.68.131.1
Invesco India Largecap Fund Growth ₹42.74
↑ 0.64
₹732 100 9.6-2.6-3.914.61132.5
Invesco India Tax Plan Growth ₹76.52
↑ 1.29
₹1,903 500 9.8-5.1-7.714.511.432.6
Invesco India Growth Opportunities Fund Growth ₹51.57
↑ 0.82
₹3,910 100 12.41.2-1.814.111.529.7
Invesco India Financial Services Fund Growth ₹76.51
↑ 1.61
₹464 100 15.42.1-4.19.98.714
Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹14.9
↓ -0.15
₹11 500 -6.7-15.2-12.95.14.221
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 22

1. Invesco India Infrastructure 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 infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a CAGR/Annualized return of 8.1% since its launch.  Ranked 24 in Sectoral category.  Return for 2021 was 55.4% , 2020 was 16.2% and 2019 was 6.1% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund
Growth
Launch Date 21 Nov 07
NAV (30 Sep 22) ₹31.81 ↑ 0.51   (1.63 %)
Net Assets (Cr) ₹451 on 31 Aug 22
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.55
Sharpe Ratio 0.54
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,528
30 Sep 19₹10,036
30 Sep 20₹10,114
30 Sep 21₹18,099

Invesco India Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Invesco India Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -2.2%
3 Month 12.4%
6 Month 3.8%
1 Year 5.1%
3 Year 23.7%
5 Year 13.7%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 55.4%
2020 16.2%
2019 6.1%
2018 -15.8%
2017 48.1%
2016 0.8%
2015 -2.6%
2014 83.6%
2013 -4.1%
2012 22.4%
Fund Manager information for Invesco India Infrastructure Fund
NameSinceTenure
Amit Nigam3 Sep 201.99 Yr.

Data below for Invesco India Infrastructure Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials58.98%
Utility12.25%
Basic Materials12.18%
Energy4.98%
Consumer Cyclical4.73%
Communication Services4.11%
Health Care1.1%
Real Estate1.06%
Asset Allocation
Asset ClassValue
Cash0.62%
Equity99.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
7%₹33 Cr173,430
↓ -14,971
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 532898
7%₹30 Cr1,305,792
↓ -61,198
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 21 | RELIANCE
5%₹22 Cr85,122
↓ -5,276
KNR Constructions Ltd (Industrials)
Equity, Since 28 Feb 21 | 532942
4%₹20 Cr755,301
↓ -4,859
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 19 | 517569
4%₹19 Cr130,147
↓ -16,487
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL
4%₹19 Cr254,691
↓ -19,006
PNC Infratech Ltd (Industrials)
Equity, Since 31 May 17 | PNCINFRA
3%₹15 Cr542,959
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | 500400
3%₹15 Cr646,957
↓ -60,175
Thermax Ltd (Industrials)
Equity, Since 30 Jun 21 | THERMAX
3%₹15 Cr61,264
↓ -6,726
Rolex Rings Ltd (Industrials)
Equity, Since 31 Aug 21 | 543325
3%₹14 Cr76,087
↓ -17,292

2. Invesco India Mid Cap 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.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 38 in Mid Cap category.  Return for 2021 was 43.1% , 2020 was 24.4% and 2019 was 3.8% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (30 Sep 22) ₹87.19 ↑ 1.18   (1.37 %)
Net Assets (Cr) ₹2,525 on 31 Aug 22
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.24
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,464
30 Sep 19₹10,643
30 Sep 20₹12,122
30 Sep 21₹19,387

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -0.5%
3 Month 14.2%
6 Month 1.9%
1 Year 1.4%
3 Year 22.7%
5 Year 14.5%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
2013 6.2%
2012 41.7%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Pranav Gokhale29 Mar 184.43 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Consumer Cyclical29.26%
Financial Services16.99%
Industrials15.73%
Basic Materials11.86%
Health Care9.22%
Technology7.03%
Real Estate2.44%
Consumer Defensive1.97%
Communication Services1.06%
Asset Allocation
Asset ClassValue
Cash4.44%
Equity95.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
3%₹80 Cr567,888
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST
3%₹77 Cr921,452
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 532539
3%₹73 Cr1,268,342
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT
3%₹70 Cr199,094
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | 543276
3%₹63 Cr242,582
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 500493
2%₹62 Cr835,373
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
2%₹61 Cr692,674
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jul 20 | 500477
2%₹61 Cr3,931,471
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | BALKRISIND
2%₹60 Cr291,587
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
2%₹59 Cr3,027,690

3. Invesco India Multicap Fund

(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.

Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 37 in Multi Cap category.  Return for 2021 was 40.7% , 2020 was 18.8% and 2019 was 4.6% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (30 Sep 22) ₹77.54 ↑ 1.01   (1.32 %)
Net Assets (Cr) ₹2,192 on 31 Aug 22
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio -0.12
Information Ratio -0.57
Alpha Ratio -6.2
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,000
30 Sep 19₹10,102
30 Sep 20₹10,363
30 Sep 21₹17,276

Invesco India Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Invesco India Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -0.5%
3 Month 13.3%
6 Month 1.5%
1 Year -2.5%
3 Year 18.6%
5 Year 11%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 40.7%
2020 18.8%
2019 4.6%
2018 -12.5%
2017 46.2%
2016 0.7%
2015 6.7%
2014 72.1%
2013 11.2%
2012 43.9%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 201.99 Yr.
Pranav Gokhale29 Mar 184.43 Yr.

Data below for Invesco India Multicap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services22.99%
Industrials20.77%
Consumer Cyclical15.44%
Basic Materials10.51%
Health Care6.08%
Technology5.63%
Consumer Defensive5.21%
Energy4.33%
Utility2.45%
Communication Services1.12%
Real Estate1.01%
Asset Allocation
Asset ClassValue
Cash3.56%
Equity96.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹133 Cr1,498,238
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹95 Cr359,606
↓ -70,662
Infosys Ltd (Technology)
Equity, Since 31 Mar 22 | INFY
4%₹93 Cr625,953
↑ 101,451
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 532215
3%₹73 Cr974,261
Timken India Ltd (Industrials)
Equity, Since 30 Apr 17 | 522113
2%₹53 Cr174,190
State Bank of India (Financial Services)
Equity, Since 31 Mar 21 | SBIN
2%₹52 Cr977,235
↓ -139,353
Vinati Organics Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 524200
2%₹49 Cr223,653
↑ 26,323
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL
2%₹49 Cr1,596,222
Thermax Ltd (Industrials)
Equity, Since 31 Jan 22 | THERMAX
2%₹48 Cr197,245
↑ 27,335
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST
2%₹46 Cr545,026

4. Invesco India Contra Fund

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.

Invesco India Contra Fund is a Equity - Contra fund was launched on 11 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 11 in Contra category.  Return for 2021 was 29.6% , 2020 was 21.2% and 2019 was 5.9% .

Below is the key information for Invesco India Contra Fund

Invesco India Contra Fund
Growth
Launch Date 11 Apr 07
NAV (30 Sep 22) ₹77.5 ↑ 1.13   (1.48 %)
Net Assets (Cr) ₹9,434 on 31 Aug 22
Category Equity - Contra
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 0.17
Information Ratio -0.1
Alpha Ratio -1.07
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹11,211
30 Sep 19₹11,389
30 Sep 20₹11,898
30 Sep 21₹18,660

Invesco India Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Invesco India Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -2%
3 Month 12.2%
6 Month 2.7%
1 Year 1.2%
3 Year 18.4%
5 Year 13.6%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 29.6%
2020 21.2%
2019 5.9%
2018 -3.3%
2017 45.6%
2016 6.7%
2015 4%
2014 63%
2013 4.7%
2012 30.7%
Fund Manager information for Invesco India Contra Fund
NameSinceTenure
Taher Badshah10 Jan 175.64 Yr.
Dhimant Kothari19 May 202.28 Yr.

Data below for Invesco India Contra Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services31.37%
Consumer Cyclical13.02%
Industrials11.93%
Technology10.07%
Basic Materials7.87%
Health Care6.67%
Consumer Defensive5.93%
Energy5.56%
Utility3.67%
Communication Services1.54%
Real Estate1.01%
Asset Allocation
Asset ClassValue
Cash1.38%
Equity98.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
9%₹805 Cr9,071,162
↓ -657,733
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
8%₹718 Cr4,831,339
↑ 306,533
Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY
6%₹551 Cr3,692,668
↑ 251,825
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹450 Cr1,705,214
↓ -103,749
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹361 Cr6,786,639
↓ -980,556
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT
3%₹254 Cr1,321,481
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 16 | SUNPHARMA
3%₹250 Cr2,794,681
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 532555
3%₹236 Cr14,408,581
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
2%₹235 Cr7,331,692
↓ -106,433
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 532215
2%₹228 Cr3,037,537

5. Invesco India PSU Equity Fund

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.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 8.3% since its launch.  Ranked 33 in Sectoral category.  Return for 2021 was 31.1% , 2020 was 6.1% and 2019 was 10.1% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (30 Sep 22) ₹27.97 ↑ 0.40   (1.45 %)
Net Assets (Cr) ₹382 on 31 Aug 22
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio 0.49
Information Ratio 0.28
Alpha Ratio -8.48
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹8,503
30 Sep 19₹9,328
30 Sep 20₹9,127
30 Sep 21₹14,342

Invesco India PSU Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -2.7%
3 Month 15.8%
6 Month 5.9%
1 Year 3.1%
3 Year 16.6%
5 Year 8.1%
10 Year
15 Year
Since launch 8.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
2014 54.5%
2013 -15.1%
2012 17.9%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 202.28 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services33.7%
Industrials23.26%
Utility22.78%
Energy13.44%
Basic Materials5.26%
Asset Allocation
Asset ClassValue
Cash1.56%
Equity98.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
10%₹39 Cr2,403,274
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
10%₹37 Cr704,963
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹36 Cr1,172,152
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
9%₹36 Cr1,559,664
Coal India Ltd (Energy)
Equity, Since 30 Sep 21 | COALINDIA
8%₹30 Cr1,280,554
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134
8%₹30 Cr2,290,019
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | 531344
6%₹22 Cr317,133
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
5%₹18 Cr556,368
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | 540719
4%₹15 Cr114,076
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 20 | 543066
4%₹14 Cr156,136

6. Invesco India Largecap Fund

(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.

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.7% since its launch.  Ranked 39 in Large Cap category.  Return for 2021 was 32.5% , 2020 was 14.1% and 2019 was 10.5% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (30 Sep 22) ₹42.74 ↑ 0.64   (1.52 %)
Net Assets (Cr) ₹732 on 31 Aug 22
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio -0.06
Information Ratio -0.36
Alpha Ratio -3.39
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,661
30 Sep 19₹11,189
30 Sep 20₹11,417
30 Sep 21₹17,505

Invesco India Largecap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -3.4%
3 Month 9.6%
6 Month -2.6%
1 Year -3.9%
3 Year 14.6%
5 Year 11%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.5%
2020 14.1%
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
2014 39.5%
2013 9.2%
2012 24.3%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 201.99 Yr.
Dhimant Kothari14 Sep 220 Yr.

Data below for Invesco India Largecap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services33.1%
Industrials11.02%
Technology10.95%
Consumer Cyclical8.19%
Energy8.08%
Consumer Defensive7.26%
Basic Materials6.43%
Health Care4.97%
Communication Services3.32%
Utility3.3%
Asset Allocation
Asset ClassValue
Cash3.39%
Equity96.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
9%₹65 Cr434,699
↑ 46,533
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹59 Cr670,255
↓ -20,146
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
8%₹59 Cr224,052
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
7%₹48 Cr323,629
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
5%₹35 Cr184,998
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 22 | ITC
4%₹26 Cr814,205
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹24 Cr334,459
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹23 Cr310,163
State Bank of India (Financial Services)
Equity, Since 30 Apr 21 | SBIN
3%₹22 Cr414,536
↓ -102,599
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT
3%₹21 Cr107,389

7. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 17 in ELSS category.  Return for 2021 was 32.6% , 2020 was 19.2% and 2019 was 9.4% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (30 Sep 22) ₹76.52 ↑ 1.29   (1.71 %)
Net Assets (Cr) ₹1,903 on 31 Aug 22
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.23
Information Ratio -0.74
Alpha Ratio -7.72
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹11,010
30 Sep 19₹11,409
30 Sep 20₹11,879
30 Sep 21₹18,573

Invesco India Tax Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Invesco India Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -3.2%
3 Month 9.8%
6 Month -5.1%
1 Year -7.7%
3 Year 14.5%
5 Year 11.4%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.6%
2020 19.2%
2019 9.4%
2018 -1.3%
2017 35.7%
2016 3.4%
2015 5.8%
2014 54.3%
2013 10.1%
2012 30.3%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Nigam3 Sep 201.99 Yr.
Dhimant Kothari29 Mar 184.43 Yr.

Data below for Invesco India Tax Plan as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services33.72%
Consumer Cyclical14.59%
Industrials11.71%
Technology10.71%
Basic Materials6.45%
Energy6.44%
Consumer Defensive4.97%
Health Care4.02%
Communication Services3.36%
Utility2.02%
Asset Allocation
Asset ClassValue
Cash2.02%
Equity97.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
9%₹175 Cr716,980
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
8%₹159 Cr1,790,424
Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY
7%₹137 Cr915,648
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹123 Cr464,434
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
4%₹71 Cr372,253
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
4%₹69 Cr917,340
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹64 Cr879,708
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 22 | 540376
3%₹56 Cr123,883
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 21 | 500034
3%₹50 Cr68,359
↓ -6,541
KEI Industries Ltd (Industrials)
Equity, Since 30 Apr 21 | 517569
3%₹50 Cr337,835
↓ -64,853

8. Invesco India Growth Opportunities Fund

(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.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.4% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2021 was 29.7% , 2020 was 13.3% and 2019 was 10.7% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (30 Sep 22) ₹51.57 ↑ 0.82   (1.62 %)
Net Assets (Cr) ₹3,910 on 31 Aug 22
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.93
Sharpe Ratio -0.01
Information Ratio -1.28
Alpha Ratio -5.58
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,774
30 Sep 19₹11,571
30 Sep 20₹11,698
30 Sep 21₹17,525

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -1.5%
3 Month 12.4%
6 Month 1.2%
1 Year -1.8%
3 Year 14.1%
5 Year 11.5%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 29.7%
2020 13.3%
2019 10.7%
2018 -0.2%
2017 39.6%
2016 3.3%
2015 3.8%
2014 43.7%
2013 11.5%
2012 26.5%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Pranav Gokhale19 May 202.28 Yr.
Amit Ganatra21 Jan 220.61 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services27.17%
Consumer Cyclical19.8%
Industrials13.96%
Basic Materials7.71%
Technology7.41%
Health Care5.77%
Energy4.95%
Consumer Defensive4.83%
Utility2.88%
Real Estate1.76%
Communication Services1.62%
Asset Allocation
Asset ClassValue
Cash2.15%
Equity97.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
8%₹307 Cr3,459,940
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
6%₹230 Cr1,547,090
↑ 260,659
Infosys Ltd (Technology)
Equity, Since 31 Dec 20 | INFY
4%₹168 Cr1,126,391
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 21 | RELIANCE
4%₹165 Cr624,231
↓ -168,016
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
3%₹127 Cr2,383,888
↓ -751,788
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹114 Cr1,518,744
NTPC Ltd (Utilities)
Equity, Since 30 Apr 21 | 532555
3%₹113 Cr6,873,377
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 21 | LT
3%₹109 Cr567,894
↑ 53,354
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MARUTI
2%₹94 Cr103,311
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | 532478
2%₹88 Cr537,805

9. Invesco India Financial Services Fund

(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.

Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 5 in Sectoral category.  Return for 2021 was 14% , 2020 was 2.4% and 2019 was 21.2% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund
Growth
Launch Date 14 Jul 08
NAV (30 Sep 22) ₹76.51 ↑ 1.61   (2.15 %)
Net Assets (Cr) ₹464 on 31 Aug 22
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.59
Sharpe Ratio -0.13
Information Ratio -0.24
Alpha Ratio -1.81
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,720
30 Sep 19₹11,414
30 Sep 20₹9,734
30 Sep 21₹15,809

Invesco India Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Invesco India Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -2.8%
3 Month 15.4%
6 Month 2.1%
1 Year -4.1%
3 Year 9.9%
5 Year 8.7%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 14%
2020 2.4%
2019 21.2%
2018 -0.3%
2017 45.2%
2016 10.4%
2015 -2.1%
2014 55.8%
2013 -9.5%
2012 58.1%
Fund Manager information for Invesco India Financial Services Fund
NameSinceTenure
Dhimant Kothari1 Jun 184.25 Yr.
Hiten Jain19 May 202.28 Yr.

Data below for Invesco India Financial Services Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services98.69%
Asset Allocation
Asset ClassValue
Cash1.31%
Equity98.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
20%₹92 Cr1,034,435
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
16%₹74 Cr500,244
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
9%₹40 Cr744,891
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
8%₹38 Cr504,708
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
5%₹24 Cr126,305
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 20 | 540719
4%₹20 Cr147,635
↑ 16,746
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 21 | 500034
4%₹18 Cr25,199
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Apr 20 | 543066
3%₹14 Cr157,199
Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | 532134
3%₹14 Cr1,041,503
↑ 153,645
IndusInd Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | INDUSINDBK
3%₹13 Cr116,261
↑ 8,353

10. Invesco India Feeder- Invesco Global Equity Income Fund

(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.

Invesco India Feeder- Invesco Global Equity Income Fund is a Equity - Global fund was launched on 5 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 4.9% since its launch.  Ranked 12 in Global category.  Return for 2021 was 21% , 2020 was 7.3% and 2019 was 24.7% .

Below is the key information for Invesco India Feeder- Invesco Global Equity Income Fund

Invesco India Feeder- Invesco Global Equity Income Fund
Growth
Launch Date 5 May 14
NAV (30 Sep 22) ₹14.9 ↓ -0.15   (-1.01 %)
Net Assets (Cr) ₹11 on 31 Aug 22
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 1.21
Sharpe Ratio -0.45
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹11,218
30 Sep 19₹10,576
30 Sep 20₹10,442
30 Sep 21₹14,084

Invesco India Feeder- Invesco Global Equity Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Invesco India Feeder- Invesco Global Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -10.1%
3 Month -6.7%
6 Month -15.2%
1 Year -12.9%
3 Year 5.1%
5 Year 4.2%
10 Year
15 Year
Since launch 4.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 21%
2020 7.3%
2019 24.7%
2018 -7.5%
2017 13.2%
2016 2.6%
2015 4%
2014
2013
2012
Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
NameSinceTenure
Amit Nigam9 Jul 220.15 Yr.

Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Technology17.89%
Financial Services17.19%
Consumer Cyclical14.29%
Industrials13.55%
Real Estate8.36%
Communication Services8.12%
Consumer Defensive5.79%
Health Care3.69%
Energy2.27%
Asset Allocation
Asset ClassValue
Cash2.65%
Equity93.84%
Other3.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco Global Equity Income C USD Acc
Investment Fund | -
98%₹11 Cr14,112
↓ -244
Triparty Repo
CBLO/Reverse Repo | -
3%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

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?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
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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