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10 Best Invesco SIP Mutual Funds 2024 | Best SIP Funds

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Best Invesco SIP Mutual Funds 2024

Updated on March 25, 2024 , 10706 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 (%)2023 (%)
Invesco India PSU Equity Fund Growth ₹54.21
↓ -0.11
₹842 500 14.638.485.836.925.754.5
Invesco India Infrastructure Fund Growth ₹54.1
↑ 0.49
₹904 500 12.631.470.833.426.251.1
Invesco India Mid Cap Fund Growth ₹128.16
↑ 1.47
₹4,240 500 7.318.753.923.621.434.1
Invesco India Multicap Fund Growth ₹107.63
↑ 0.56
₹3,145 500 3.315.545.620.718.331.8
Invesco India Growth Opportunities Fund Growth ₹75.29
↑ 0.67
₹4,933 100 8.423.552.920.717.331.6
Invesco India Contra Fund Growth ₹107.51
↑ 0.13
₹13,824 500 51744.219.917.628.8
Invesco India Largecap Fund Growth ₹58.4
↑ 0.40
₹983 100 4.817.242.118.715.627.8
Invesco India Financial Services Fund Growth ₹107.68
↑ 0.44
₹726 100 1.916.840.61713.826
Invesco India Tax Plan Growth ₹105.31
↑ 0.63
₹2,545 500 3.41643.916.615.830.9
Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹23.5912
↓ -0.06
₹20 500 318.224.814.213.827
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 24

1. 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 12.5% since its launch.  Ranked 33 in Sectoral category.  Return for 2023 was 54.5% , 2022 was 20.5% and 2021 was 31.1% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (27 Mar 24) ₹54.21 ↓ -0.11   (-0.20 %)
Net Assets (Cr) ₹842 on 29 Feb 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 3.35
Information Ratio -0.94
Alpha Ratio 1.88
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹12,329
28 Feb 21₹13,890
28 Feb 22₹16,264
28 Feb 23₹18,772
29 Feb 24₹35,374

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 ₹570,326.
Net Profit of ₹270,326
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 27 Mar 24

DurationReturns
1 Month -3.2%
3 Month 14.6%
6 Month 38.4%
1 Year 85.8%
3 Year 36.9%
5 Year 25.7%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 54.5%
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
2014 54.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 203.79 Yr.

Data below for Invesco India PSU Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Utility27.26%
Industrials26.01%
Financial Services23.09%
Energy19.61%
Asset Allocation
Asset ClassValue
Cash4.04%
Equity95.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹78 Cr3,801,222
↑ 62,232
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
9%₹76 Cr2,254,157
↑ 16,754
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
9%₹73 Cr975,626
↓ -5,256
Coal India Ltd (Energy)
Equity, Since 31 Aug 23 | COALINDIA
8%₹67 Cr1,526,429
↓ -106,386
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
7%₹60 Cr2,126,667
↑ 477,183
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
6%₹50 Cr833,087
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
6%₹49 Cr157,644
NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC
6%₹48 Cr5,435,618
↑ 144,875
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134
5%₹38 Cr1,431,527
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR
4%₹38 Cr386,333

2. 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 10.9% since its launch.  Ranked 24 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 2.3% and 2021 was 55.4% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund
Growth
Launch Date 21 Nov 07
NAV (27 Mar 24) ₹54.1 ↑ 0.49   (0.91 %)
Net Assets (Cr) ₹904 on 29 Feb 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.49
Sharpe Ratio 3.45
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
28 Feb 19₹10,000
29 Feb 20₹11,838
28 Feb 21₹14,948
28 Feb 22₹19,198
28 Feb 23₹20,802
29 Feb 24₹34,589

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 ₹584,107.
Net Profit of ₹284,107
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 27 Mar 24

DurationReturns
1 Month 0.3%
3 Month 12.6%
6 Month 31.4%
1 Year 70.8%
3 Year 33.4%
5 Year 26.2%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 51.1%
2022 2.3%
2021 55.4%
2020 16.2%
2019 6.1%
2018 -15.8%
2017 48.1%
2016 0.8%
2015 -2.6%
2014 83.6%
Fund Manager information for Invesco India Infrastructure Fund
NameSinceTenure
Amit Nigam3 Sep 203.49 Yr.

Data below for Invesco India Infrastructure Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials46.18%
Utility25%
Basic Materials9.03%
Consumer Cyclical3.82%
Health Care3.16%
Financial Services3.07%
Energy2.98%
Technology1.56%
Communication Services1.38%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash2.75%
Equity97.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 532898
7%₹63 Cr2,234,017
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
7%₹59 Cr169,760
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Nov 22 | 532702
4%₹39 Cr1,061,584
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | 500400
4%₹38 Cr1,019,084
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 23 | 532155
4%₹35 Cr1,946,687
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 17 | BEL
4%₹33 Cr1,623,224
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 500547
4%₹33 Cr543,643
↑ 35,819
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR
3%₹31 Cr312,742
↑ 48,027
Thermax Ltd (Industrials)
Equity, Since 30 Jun 21 | THERMAX
3%₹28 Cr76,244
↑ 507
NHPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NHPC
3%₹27 Cr3,039,056

3. 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 16.3% since its launch.  Ranked 38 in Mid Cap category.  Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (27 Mar 24) ₹128.16 ↑ 1.47   (1.16 %)
Net Assets (Cr) ₹4,240 on 29 Feb 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 3.16
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
28 Feb 19₹10,000
29 Feb 20₹11,446
28 Feb 21₹15,036
28 Feb 22₹17,937
28 Feb 23₹18,742
29 Feb 24₹27,895

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 ₹518,033.
Net Profit of ₹218,033
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 27 Mar 24

DurationReturns
1 Month -1.1%
3 Month 7.3%
6 Month 18.7%
1 Year 53.9%
3 Year 23.6%
5 Year 21.4%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.1%
2022 0.5%
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 230.31 Yr.
Amit Ganatra1 Sep 230.5 Yr.

Data below for Invesco India Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical26.16%
Financial Services22.47%
Industrials14.84%
Health Care11.13%
Technology7.99%
Real Estate5.89%
Basic Materials4.76%
Utility4.47%
Consumer Defensive2.23%
Asset Allocation
Asset ClassValue
Cash0.07%
Equity99.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
5%₹212 Cr546,046
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹178 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹173 Cr11,480,924
↑ 379,188
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | CHOLAFIN
4%₹167 Cr1,537,576
↑ 155,753
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Dec 23 | L&TFH
4%₹165 Cr9,883,840
↑ 204,597
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 500877
4%₹151 Cr2,903,958
↑ 251,465
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | KALYANKJIL
3%₹143 Cr3,611,063
↑ 810,796
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹134 Cr1,383,185
↑ 96,625
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
3%₹132 Cr1,134,386
↑ 97,183
Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | 543904
3%₹128 Cr600,883

4. 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 16% since its launch.  Ranked 37 in Multi Cap category.  Return for 2023 was 31.8% , 2022 was -2.2% and 2021 was 40.7% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (27 Mar 24) ₹107.63 ↑ 0.56   (0.52 %)
Net Assets (Cr) ₹3,145 on 29 Feb 24
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 2.86
Information Ratio -0.66
Alpha Ratio -0.96
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
28 Feb 19₹10,000
29 Feb 20₹11,230
28 Feb 21₹14,192
28 Feb 22₹16,796
28 Feb 23₹17,382
29 Feb 24₹24,581

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 ₹481,656.
Net Profit of ₹181,656
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 27 Mar 24

DurationReturns
1 Month -1.4%
3 Month 3.3%
6 Month 15.5%
1 Year 45.6%
3 Year 20.7%
5 Year 18.3%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.8%
2022 -2.2%
2021 40.7%
2020 18.8%
2019 4.6%
2018 -12.5%
2017 46.2%
2016 0.7%
2015 6.7%
2014 72.1%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 203.49 Yr.
Dhimant Kothari1 Dec 230.25 Yr.

Data below for Invesco India Multicap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services29.45%
Industrials15.51%
Consumer Cyclical15.05%
Technology8.65%
Basic Materials7.39%
Health Care6.61%
Consumer Defensive6.3%
Utility5.94%
Energy1.35%
Real Estate1.1%
Asset Allocation
Asset ClassValue
Cash2.65%
Equity97.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹144 Cr1,370,020
↑ 134,676
Infosys Ltd (Technology)
Equity, Since 31 Mar 22 | INFY
3%₹93 Cr554,326
↓ -69,506
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | 532555
3%₹92 Cr2,737,131
Anand Rathi Wealth Ltd (Financial Services)
Equity, Since 31 Mar 22 | 543415
3%₹85 Cr233,796
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
2%₹75 Cr1,426,985
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | JBCHEPHARM
2%₹71 Cr456,016
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN
2%₹63 Cr578,528
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE
2%₹63 Cr215,269
↑ 67,013
NHPC Ltd (Utilities)
Equity, Since 30 Nov 22 | NHPC
2%₹62 Cr7,035,486
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT
2%₹62 Cr177,827

5. 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 12.9% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2023 was 31.6% , 2022 was -0.4% and 2021 was 29.7% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (27 Mar 24) ₹75.29 ↑ 0.67   (0.90 %)
Net Assets (Cr) ₹4,933 on 29 Feb 24
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.51
Information Ratio -0.59
Alpha Ratio 9.16
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
28 Feb 19₹10,000
29 Feb 20₹11,031
28 Feb 21₹13,624
28 Feb 22₹15,318
28 Feb 23₹15,716
29 Feb 24₹23,297

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 ₹470,047.
Net Profit of ₹170,047
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 27 Mar 24

DurationReturns
1 Month 0.1%
3 Month 8.4%
6 Month 23.5%
1 Year 52.9%
3 Year 20.7%
5 Year 17.3%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.6%
2022 -0.4%
2021 29.7%
2020 13.3%
2019 10.7%
2018 -0.2%
2017 39.6%
2016 3.3%
2015 3.8%
2014 43.7%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Aditya Khemani9 Nov 230.31 Yr.
Amit Ganatra21 Jan 222.11 Yr.

Data below for Invesco India Growth Opportunities Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services27.34%
Consumer Cyclical18.44%
Industrials15.85%
Technology9.34%
Health Care8.56%
Basic Materials6.2%
Utility5.47%
Real Estate3.69%
Consumer Defensive1.79%
Communication Services1.79%
Energy1.06%
Asset Allocation
Asset ClassValue
Cash0.47%
Equity99.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹245 Cr2,380,621
NTPC Ltd (Utilities)
Equity, Since 30 Apr 21 | 532555
3%₹142 Cr4,475,116
NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC
3%₹120 Cr13,177,023
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 500251
2%₹119 Cr386,965
REC Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532955
2%₹114 Cr2,281,418
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN
2%₹110 Cr927,051
Persistent Systems Ltd (Technology)
Equity, Since 31 May 21 | PERSISTENT
2%₹110 Cr131,412
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 532343
2%₹94 Cr470,089
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 532215
2%₹89 Cr833,984
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
2%₹88 Cr140,582

6. 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 15% since its launch.  Ranked 11 in Contra category.  Return for 2023 was 28.8% , 2022 was 3.8% and 2021 was 29.6% .

Below is the key information for Invesco India Contra Fund

Invesco India Contra Fund
Growth
Launch Date 11 Apr 07
NAV (27 Mar 24) ₹107.51 ↑ 0.13   (0.12 %)
Net Assets (Cr) ₹13,824 on 29 Feb 24
Category Equity - Contra
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.62
Information Ratio 0.04
Alpha Ratio 1.91
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
28 Feb 19₹10,000
29 Feb 20₹10,818
28 Feb 21₹14,151
28 Feb 22₹16,323
28 Feb 23₹17,120
29 Feb 24₹24,207

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 ₹470,047.
Net Profit of ₹170,047
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 27 Mar 24

DurationReturns
1 Month -1.3%
3 Month 5%
6 Month 17%
1 Year 44.2%
3 Year 19.9%
5 Year 17.6%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.8%
2022 3.8%
2021 29.6%
2020 21.2%
2019 5.9%
2018 -3.3%
2017 45.6%
2016 6.7%
2015 4%
2014 63%
Fund Manager information for Invesco India Contra Fund
NameSinceTenure
Amit Ganatra1 Dec 230.25 Yr.
Taher Badshah13 Jan 177.13 Yr.

Data below for Invesco India Contra Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services30.1%
Industrials14.27%
Technology12.69%
Consumer Cyclical12.46%
Utility8.91%
Health Care8.08%
Basic Materials4.18%
Energy2.66%
Real Estate2.02%
Communication Services1.52%
Consumer Defensive1.27%
Asset Allocation
Asset ClassValue
Cash1.84%
Equity98.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
6%₹840 Cr7,986,079
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
5%₹718 Cr5,114,242
Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY
5%₹704 Cr4,205,397
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 532555
5%₹696 Cr20,752,875
↓ -1,135,056
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT
3%₹451 Cr1,295,765
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
3%₹395 Cr5,275,516
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL
3%₹369 Cr17,995,746
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | HCLTECH
3%₹368 Cr2,212,276
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 16 | SUNPHARMA
3%₹346 Cr2,191,359
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 532215
2%₹337 Cr3,136,159

7. 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 12.8% since its launch.  Ranked 39 in Large Cap category.  Return for 2023 was 27.8% , 2022 was -3% and 2021 was 32.5% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (27 Mar 24) ₹58.4 ↑ 0.40   (0.69 %)
Net Assets (Cr) ₹983 on 29 Feb 24
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 2.31
Information Ratio 0.27
Alpha Ratio 3.56
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
28 Feb 19₹10,000
29 Feb 20₹10,769
28 Feb 21₹13,070
28 Feb 22₹15,847
28 Feb 23₹15,599
29 Feb 24₹21,446

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 ₹447,579.
Net Profit of ₹147,579
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 27 Mar 24

DurationReturns
1 Month -0.3%
3 Month 4.8%
6 Month 17.2%
1 Year 42.1%
3 Year 18.7%
5 Year 15.6%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.8%
2022 -3%
2021 32.5%
2020 14.1%
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
2014 39.5%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 203.49 Yr.
Hiten Jain1 Dec 230.25 Yr.

Data below for Invesco India Largecap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services31.28%
Consumer Cyclical13.5%
Industrials11.99%
Technology11.55%
Consumer Defensive6.58%
Health Care6.16%
Energy5.75%
Utility3.99%
Basic Materials3.53%
Communication Services2.4%
Real Estate1.73%
Asset Allocation
Asset ClassValue
Cash1.53%
Equity98.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
9%₹90 Cr855,150
↑ 36,099
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
5%₹50 Cr299,950
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹44 Cr150,277
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
4%₹38 Cr93,975
↑ 45,867
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
4%₹35 Cr252,930
↓ -60,764
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | INDUSINDBK
3%₹34 Cr233,306
↑ 35,681
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 24 | 500825
3%₹32 Cr64,989
↑ 23,692
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI
3%₹32 Cr28,437
↑ 9,301
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹31 Cr289,157
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 22 | CHOLAFIN
3%₹27 Cr245,574

8. 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 16.3% since its launch.  Ranked 5 in Sectoral category.  Return for 2023 was 26% , 2022 was 12.8% and 2021 was 14% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund
Growth
Launch Date 14 Jul 08
NAV (27 Mar 24) ₹107.68 ↑ 0.44   (0.41 %)
Net Assets (Cr) ₹726 on 29 Feb 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 3.12
Information Ratio 1.1
Alpha Ratio 22.6
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
28 Feb 19₹10,000
29 Feb 20₹11,832
28 Feb 21₹13,632
28 Feb 22₹14,359
28 Feb 23₹15,460
29 Feb 24₹21,465

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 ₹426,080.
Net Profit of ₹126,080
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 27 Mar 24

DurationReturns
1 Month -2.2%
3 Month 1.9%
6 Month 16.8%
1 Year 40.6%
3 Year 17%
5 Year 13.8%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26%
2022 12.8%
2021 14%
2020 2.4%
2019 21.2%
2018 -0.3%
2017 45.2%
2016 10.4%
2015 -2.1%
2014 55.8%
Fund Manager information for Invesco India Financial Services Fund
NameSinceTenure
Dhimant Kothari1 Jun 185.75 Yr.
Hiten Jain19 May 203.79 Yr.

Data below for Invesco India Financial Services Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services92.49%
Technology3.37%
Health Care1.96%
Asset Allocation
Asset ClassValue
Cash2.18%
Equity97.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
20%₹145 Cr1,382,340
↑ 72,521
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
9%₹63 Cr838,841
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
7%₹54 Cr498,894
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 21 | 500034
5%₹33 Cr50,798
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 23 | 543243
4%₹31 Cr3,117,216
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 20 | SBILIFE
4%₹29 Cr185,174
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX
4%₹28 Cr74,129
BSE Ltd (Financial Services)
Equity, Since 30 Sep 23 | BSE
4%₹26 Cr111,549
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 23 | CAMS
3%₹25 Cr80,405
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
3%₹24 Cr202,762
↑ 19,929

9. 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 14.6% since its launch.  Ranked 17 in ELSS category.  Return for 2023 was 30.9% , 2022 was -7.7% and 2021 was 32.6% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (27 Mar 24) ₹105.31 ↑ 0.63   (0.60 %)
Net Assets (Cr) ₹2,545 on 29 Feb 24
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 2.9
Information Ratio -0.63
Alpha Ratio 4.97
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,258
28 Feb 21₹14,106
28 Feb 22₹16,401
28 Feb 23₹15,810
29 Feb 24₹22,377

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 ₹447,579.
Net Profit of ₹147,579
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 27 Mar 24

DurationReturns
1 Month -2%
3 Month 3.4%
6 Month 16%
1 Year 43.9%
3 Year 16.6%
5 Year 15.8%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.9%
2022 -7.7%
2021 32.6%
2020 19.2%
2019 9.4%
2018 -1.3%
2017 35.7%
2016 3.4%
2015 5.8%
2014 54.3%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Nigam3 Sep 203.49 Yr.
Dhimant Kothari29 Mar 185.93 Yr.

Data below for Invesco India Tax Plan as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services25.92%
Consumer Cyclical12.41%
Technology12.1%
Industrials11.56%
Health Care8.51%
Basic Materials7.74%
Consumer Defensive6.06%
Utility5.52%
Energy4.37%
Communication Services2.65%
Real Estate1.15%
Asset Allocation
Asset ClassValue
Cash2.01%
Equity97.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹133 Cr1,261,235
Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY
5%₹121 Cr722,543
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹113 Cr385,239
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK
3%₹87 Cr618,355
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 23 | TCS
3%₹77 Cr188,066
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹71 Cr656,279
Anand Rathi Wealth Ltd (Financial Services)
Equity, Since 31 Dec 21 | 543415
3%₹67 Cr182,065
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | INDUSINDBK
2%₹63 Cr429,280
↑ 91,293
Bank of Baroda (Financial Services)
Equity, Since 30 Sep 22 | 532134
2%₹58 Cr2,166,901
↑ 754,026
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Nov 22 | 532702
2%₹57 Cr1,552,742

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 9.1% since its launch.  Ranked 12 in Global category.  Return for 2023 was 27% , 2022 was -2.1% and 2021 was 21% .

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 (27 Mar 24) ₹23.5912 ↓ -0.06   (-0.27 %)
Net Assets (Cr) ₹20 on 29 Feb 24
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 1.42
Sharpe Ratio 0.86
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
28 Feb 19₹10,000
29 Feb 20₹9,794
28 Feb 21₹12,318
28 Feb 22₹13,395
28 Feb 23₹15,051
29 Feb 24₹18,010

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 ₹426,080.
Net Profit of ₹126,080
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 27 Mar 24

DurationReturns
1 Month 2.2%
3 Month 3%
6 Month 18.2%
1 Year 24.8%
3 Year 14.2%
5 Year 13.8%
10 Year
15 Year
Since launch 9.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27%
2022 -2.1%
2021 21%
2020 7.3%
2019 24.7%
2018 -7.5%
2017 13.2%
2016 2.6%
2015 4%
2014
Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
NameSinceTenure
Amit Nigam9 Jul 221.65 Yr.

Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services16.95%
Technology16.6%
Industrials12.9%
Consumer Cyclical9.91%
Consumer Defensive8.38%
Real Estate7.56%
Health Care7.33%
Basic Materials5.82%
Energy2.97%
Communication Services2.09%
Asset Allocation
Asset ClassValue
Cash2.61%
Equity90.5%
Other6.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco Global Equity Income C USD Acc
Investment Fund | -
98%₹20 Cr18,176
Triparty Repo
CBLO/Reverse Repo | -
2%₹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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