+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 PSU Equity Fund Growth ₹67.29
↓ -1.05 ₹1,335 500 -1.6 1.3 12.4 28.3 24.9 10.3 Invesco India Mid Cap Fund Growth ₹178.94
↓ -1.53 ₹9,895 500 4 -3.3 13.6 25.7 21 6.3 Invesco India Infrastructure Fund Growth ₹64.55
↓ -0.11 ₹1,215 500 11.1 1.6 10.3 24.4 22.8 -7.1 Invesco India Growth Opportunities Fund Growth ₹98.29
↓ -1.01 ₹8,436 100 3.6 -4.6 8.7 23.2 17.7 4.7 Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹35.9779
↓ -0.06 ₹212 500 5.9 13.2 36.5 23 16 23.8 Invesco India Financial Services Fund Growth ₹140.47
↓ -1.40 ₹1,480 100 -4.1 -0.5 8.2 19.2 16 15.1 Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹24.6706
↑ 0.16 ₹153 500 1.5 19.8 41.2 17.9 13.8 42.5 Invesco India Contra Fund Growth ₹127.69
↓ -0.98 ₹17,664 500 -3.7 -7.1 -0.5 17.6 15.1 3.1 Invesco India Largecap Fund Growth ₹67.39
↓ -0.56 ₹1,537 100 -2.4 -5.5 2.1 15.6 13.6 5.5 Invesco India Multicap Fund Growth ₹120.2
↓ -1.14 ₹3,550 500 0 -8.1 -2.4 15.1 13.7 -6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Apr 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Invesco India PSU Equity Fund Invesco India Mid Cap Fund Invesco India Infrastructure Fund Invesco India Growth Opportunities Fund Invesco India Feeder- Invesco Global Equity Income Fund Invesco India Financial Services Fund Invesco India Feeder- Invesco Pan European Equity Fund Invesco India Contra Fund Invesco India Largecap Fund Invesco India Multicap Fund Point 1 Lower mid AUM (₹1,335 Cr). Top quartile AUM (₹9,895 Cr). Bottom quartile AUM (₹1,215 Cr). Upper mid AUM (₹8,436 Cr). Bottom quartile AUM (₹212 Cr). Lower mid AUM (₹1,480 Cr). Bottom quartile AUM (₹153 Cr). Highest AUM (₹17,664 Cr). Upper mid AUM (₹1,537 Cr). Upper mid AUM (₹3,550 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (19 yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (12+ yrs). Established history (19+ yrs). Established history (16+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Rating: 4★ (top quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately 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: 24.85% (top quartile). 5Y return: 21.02% (upper mid). 5Y return: 22.83% (top quartile). 5Y return: 17.72% (upper mid). 5Y return: 15.97% (lower mid). 5Y return: 15.99% (upper mid). 5Y return: 13.83% (bottom quartile). 5Y return: 15.13% (lower mid). 5Y return: 13.56% (bottom quartile). 5Y return: 13.73% (bottom quartile). Point 6 3Y return: 28.30% (top quartile). 3Y return: 25.67% (top quartile). 3Y return: 24.41% (upper mid). 3Y return: 23.21% (upper mid). 3Y return: 23.04% (upper mid). 3Y return: 19.17% (lower mid). 3Y return: 17.92% (lower mid). 3Y return: 17.61% (bottom quartile). 3Y return: 15.58% (bottom quartile). 3Y return: 15.08% (bottom quartile). Point 7 1Y return: 12.37% (upper mid). 1Y return: 13.60% (upper mid). 1Y return: 10.32% (upper mid). 1Y return: 8.69% (lower mid). 1Y return: 36.53% (top quartile). 1Y return: 8.19% (lower mid). 1Y return: 41.18% (top quartile). 1Y return: -0.45% (bottom quartile). 1Y return: 2.12% (bottom quartile). 1Y return: -2.37% (bottom quartile). Point 8 Alpha: -6.00 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 1.41 (top quartile). Alpha: 0.00 (lower mid). Alpha: 7.38 (top quartile). Alpha: 0.00 (lower mid). Alpha: -2.97 (bottom quartile). Alpha: 0.93 (upper mid). Alpha: -7.96 (bottom quartile). Point 9 Sharpe: 0.01 (upper mid). Sharpe: -0.08 (upper mid). Sharpe: -0.63 (bottom quartile). Sharpe: -0.24 (lower mid). Sharpe: 1.09 (top quartile). Sharpe: -0.07 (upper mid). Sharpe: 1.61 (top quartile). Sharpe: -0.70 (bottom quartile). Sharpe: -0.50 (lower mid). Sharpe: -0.93 (bottom quartile). Point 10 Information ratio: -0.79 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.64 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.90 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.62 (upper mid). Information ratio: 0.54 (upper mid). Information ratio: -0.73 (bottom quartile). Invesco India PSU Equity Fund
Invesco India Mid Cap Fund
Invesco India Infrastructure Fund
Invesco India Growth Opportunities Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Financial Services Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Contra Fund
Invesco India Largecap Fund
Invesco India Multicap 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. Below is the key information for Invesco India PSU 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 mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap 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 (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 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 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 (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 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 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 (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 1. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (30 Apr 26) ₹67.29 ↓ -1.05 (-1.54 %) Net Assets (Cr) ₹1,335 on 31 Mar 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 0.01 Information Ratio -0.79 Alpha Ratio -6 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 30 Apr 21 ₹10,000 30 Apr 22 ₹12,101 30 Apr 23 ₹14,364 30 Apr 24 ₹26,853 30 Apr 25 ₹26,997 30 Apr 26 ₹30,338 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 26 Duration Returns 1 Month 12.3% 3 Month -1.6% 6 Month 1.3% 1 Year 12.4% 3 Year 28.3% 5 Year 24.9% 10 Year 15 Year Since launch 12.3% 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 Hiten Jain 1 Jul 25 0.75 Yr. Sagar Gandhi 1 Jul 25 0.75 Yr. Data below for Invesco India PSU Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 30.35% Industrials 28.06% Utility 19.53% Energy 13.58% Basic Materials 3.6% Consumer Cyclical 1.41% Asset Allocation
Asset Class Value Cash 3.47% Equity 96.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹115 Cr 1,171,232 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328147% ₹98 Cr 1,157,444 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL7% ₹91 Cr 261,137 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005476% ₹86 Cr 3,076,024
↑ 359,015 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL6% ₹83 Cr 2,078,629
↓ -237,890 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325555% ₹67 Cr 1,801,543 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 5321345% ₹65 Cr 2,611,219
↑ 133,663 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN5% ₹63 Cr 6,852,914
↓ -2,276,906 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329554% ₹52 Cr 1,703,577 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003124% ₹52 Cr 1,821,612 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (30 Apr 26) ₹178.94 ↓ -1.53 (-0.85 %) Net Assets (Cr) ₹9,895 on 31 Mar 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.08 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 30 Apr 21 ₹10,000 30 Apr 22 ₹12,272 30 Apr 23 ₹13,082 30 Apr 24 ₹19,679 30 Apr 25 ₹22,855 30 Apr 26 ₹25,963 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 26 Duration Returns 1 Month 14.4% 3 Month 4% 6 Month -3.3% 1 Year 13.6% 3 Year 25.7% 5 Year 21% 10 Year 15 Year Since launch 16.4% 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 Aditya Khemani 9 Nov 23 2.39 Yr. Data below for Invesco India Mid Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 33.55% Health Care 19.72% Consumer Cyclical 16.61% Industrials 12.41% Real Estate 7.61% Technology 4.97% Basic Materials 4.17% Asset Allocation
Asset Class Value Cash 0.97% Equity 99.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹579 Cr 22,304,132 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹510 Cr 1,899,237 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406115% ₹500 Cr 5,936,790 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹471 Cr 4,184,252
↑ 318,653 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH5% ₹459 Cr 4,774,196 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹426 Cr 16,397,045 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹411 Cr 1,043,041
↑ 147,708 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5335194% ₹405 Cr 16,854,973 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹397 Cr 1,864,031 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹387 Cr 4,030,589
↑ 146,776 3. Invesco India Infrastructure Fund
Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (30 Apr 26) ₹64.55 ↓ -0.11 (-0.17 %) Net Assets (Cr) ₹1,215 on 31 Mar 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio -0.63 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 30 Apr 21 ₹10,000 30 Apr 22 ₹13,278 30 Apr 23 ₹14,517 30 Apr 24 ₹25,240 30 Apr 25 ₹25,340 30 Apr 26 ₹27,956 Returns for Invesco India Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 26 Duration Returns 1 Month 20.5% 3 Month 11.1% 6 Month 1.6% 1 Year 10.3% 3 Year 24.4% 5 Year 22.8% 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 Sagar Gandhi 1 Mar 25 1.08 Yr. Data below for Invesco India Infrastructure Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 73.31% Consumer Cyclical 4.92% Communication Services 3.66% Energy 3.57% Basic Materials 3.3% Utility 2.26% Real Estate 2.12% Technology 2.07% Health Care 1.29% Asset Allocation
Asset Class Value Cash 3.5% Equity 96.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT8% ₹103 Cr 294,000
↑ 89,344 Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Sep 20 | HONAUT7% ₹87 Cr 32,952 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 24 | POWERINDIA5% ₹62 Cr 25,498 ABB India Ltd (Industrials)
Equity, Since 31 Jul 22 | ABB4% ₹54 Cr 91,435 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 25 | SCHNEIDER4% ₹53 Cr 621,052
↑ 5,949 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | BDL4% ₹45 Cr 405,988 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL4% ₹44 Cr 249,437 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO3% ₹42 Cr 107,347
↑ 14,942 Grindwell Norton Ltd (Industrials)
Equity, Since 30 Nov 18 | 5060763% ₹38 Cr 280,736
↑ 37,459 Transformers & Rectifiers (India) Ltd (Industrials)
Equity, Since 30 Jun 24 | TARIL3% ₹38 Cr 1,488,035 4. Invesco India Growth Opportunities Fund
Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (30 Apr 26) ₹98.29 ↓ -1.01 (-1.02 %) Net Assets (Cr) ₹8,436 on 31 Mar 26 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.24 Information Ratio 0.64 Alpha Ratio 1.41 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 30 Apr 21 ₹10,000 30 Apr 22 ₹11,518 30 Apr 23 ₹12,089 30 Apr 24 ₹18,173 30 Apr 25 ₹20,803 30 Apr 26 ₹22,611 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 26 Duration Returns 1 Month 13.4% 3 Month 3.6% 6 Month -4.6% 1 Year 8.7% 3 Year 23.2% 5 Year 17.7% 10 Year 15 Year Since launch 13% 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 Aditya Khemani 9 Nov 23 2.39 Yr. Data below for Invesco India Growth Opportunities Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 29.34% Health Care 19.45% Consumer Cyclical 18.71% Industrials 15.54% Real Estate 6.26% Basic Materials 4.7% Technology 2.68% Communication Services 2.01% Asset Allocation
Asset Class Value Cash 1.29% Equity 98.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH7% ₹594 Cr 6,175,405 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO6% ₹486 Cr 1,233,441
↑ 75,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433205% ₹435 Cr 18,980,746
↑ 2,505,437 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE5% ₹424 Cr 1,580,775 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE5% ₹416 Cr 4,283,799 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹378 Cr 3,131,658
↑ 412,951 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002514% ₹359 Cr 1,089,122 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Apr 24 | 5322963% ₹286 Cr 1,342,939 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK3% ₹285 Cr 10,987,013 ABB India Ltd (Industrials)
Equity, Since 30 Jun 23 | ABB3% ₹276 Cr 465,045
↑ 12,293 5. Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (30 Apr 26) ₹35.9779 ↓ -0.06 (-0.16 %) Net Assets (Cr) ₹212 on 31 Mar 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio 1.09 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 30 Apr 21 ₹10,000 30 Apr 22 ₹9,836 30 Apr 23 ₹11,263 30 Apr 24 ₹13,739 30 Apr 25 ₹15,367 30 Apr 26 ₹20,980 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 30 Apr 26 Duration Returns 1 Month 12.9% 3 Month 5.9% 6 Month 13.2% 1 Year 36.5% 3 Year 23% 5 Year 16% 10 Year 15 Year Since launch 11.3% 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 Sagar Gandhi 1 Mar 25 1.08 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 22.35% Technology 17.35% Financial Services 15.94% Consumer Cyclical 11.05% Consumer Defensive 6.63% Health Care 5.48% Basic Materials 4.15% Energy 2.38% Real Estate 2.05% Communication Services 1.94% Asset Allocation
Asset Class Value Cash 4.92% Equity 89.33% Debt 0% Other 5.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -97% ₹205 Cr 132,648 Triparty Repo
CBLO/Reverse Repo | -3% ₹7 Cr Net Receivables / (Payables)
CBLO | -0% ₹0 Cr 6. Invesco India Financial Services Fund
Invesco India Financial Services Fund
Growth Launch Date 14 Jul 08 NAV (30 Apr 26) ₹140.47 ↓ -1.40 (-0.99 %) Net Assets (Cr) ₹1,480 on 31 Mar 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio -0.07 Information Ratio 0.9 Alpha Ratio 7.38 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 30 Apr 21 ₹10,000 30 Apr 22 ₹11,042 30 Apr 23 ₹12,407 30 Apr 24 ₹17,303 30 Apr 25 ₹19,408 30 Apr 26 ₹20,997 Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 26 Duration Returns 1 Month 10.5% 3 Month -4.1% 6 Month -0.5% 1 Year 8.2% 3 Year 19.2% 5 Year 16% 10 Year 15 Year Since launch 16% 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 Hiten Jain 19 May 20 5.87 Yr. Data below for Invesco India Financial Services Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 96.71% Technology 1.35% Asset Allocation
Asset Class Value Cash 1.94% Equity 98.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK14% ₹208 Cr 2,838,202 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK14% ₹202 Cr 1,678,521
↑ 49,787 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX7% ₹110 Cr 460,710 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322157% ₹104 Cr 895,964
↑ 128,534 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5900035% ₹77 Cr 2,663,923 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC5% ₹67 Cr 240,125 Shriram Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | SHRIRAMFIN4% ₹64 Cr 731,682 BSE Ltd (Financial Services)
Equity, Since 30 Sep 23 | BSE3% ₹51 Cr 191,116
↑ 27,878 Indian Bank (Financial Services)
Equity, Since 31 May 24 | 5328143% ₹46 Cr 538,099
↑ 84,029 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN3% ₹44 Cr 325,622 7. Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (30 Apr 26) ₹24.6706 ↑ 0.16 (0.63 %) Net Assets (Cr) ₹153 on 31 Mar 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 0.95 Sharpe Ratio 1.61 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 30 Apr 21 ₹10,000 30 Apr 22 ₹9,655 30 Apr 23 ₹11,654 30 Apr 24 ₹13,008 30 Apr 25 ₹13,535 30 Apr 26 ₹19,110 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 30 Apr 26 Duration Returns 1 Month 8.9% 3 Month 1.5% 6 Month 19.8% 1 Year 41.2% 3 Year 17.9% 5 Year 13.8% 10 Year 15 Year Since launch 7.7% 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 Sagar Gandhi 1 Mar 25 1.08 Yr. Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 23.21% Financial Services 20.38% Technology 9.48% Basic Materials 9.1% Health Care 8.54% Consumer Defensive 7.37% Energy 5.97% Utility 5.61% Consumer Cyclical 5.05% Communication Services 3.27% Asset Allocation
Asset Class Value Cash 1.95% Equity 98% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Pan European Equity C EUR Acc
Investment Fund | -100% ₹152 Cr 385,952 Triparty Repo
CBLO/Reverse Repo | -1% ₹1 Cr Net Receivables / (Payables)
CBLO | -0% -₹1 Cr 8. Invesco India Contra Fund
Invesco India Contra Fund
Growth Launch Date 11 Apr 07 NAV (30 Apr 26) ₹127.69 ↓ -0.98 (-0.76 %) Net Assets (Cr) ₹17,664 on 31 Mar 26 Category Equity - Contra AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.7 Information Ratio 0.62 Alpha Ratio -2.97 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 30 Apr 21 ₹10,000 30 Apr 22 ₹11,762 30 Apr 23 ₹12,437 30 Apr 24 ₹18,184 30 Apr 25 ₹20,322 30 Apr 26 ₹20,230 Returns for Invesco India Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 26 Duration Returns 1 Month 9.6% 3 Month -3.7% 6 Month -7.1% 1 Year -0.5% 3 Year 17.6% 5 Year 15.1% 10 Year 15 Year Since launch 14.3% 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 Taher Badshah 13 Jan 17 9.22 Yr. Data below for Invesco India Contra Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 30.65% Consumer Cyclical 16.39% Industrials 12.2% Health Care 11.73% Technology 9.87% Energy 4.93% Basic Materials 4.9% Communication Services 2.65% Real Estate 1.93% Consumer Defensive 1.61% Asset Allocation
Asset Class Value Cash 1.12% Equity 98.86% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK7% ₹1,161 Cr 15,869,516 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK5% ₹898 Cr 7,447,650 Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY4% ₹764 Cr 6,109,021
↑ 281,218 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT4% ₹666 Cr 1,900,679 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M4% ₹657 Cr 2,222,444 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 25 | RELIANCE4% ₹656 Cr 4,878,249 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5322153% ₹604 Cr 5,201,150 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL3% ₹469 Cr 2,628,845
↑ 2,628,845 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN2% ₹395 Cr 2,912,482 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Mar 24 | APOLLOHOSP2% ₹382 Cr 514,459
↓ -55,305 9. Invesco India Largecap Fund
Invesco India Largecap Fund
Growth Launch Date 21 Aug 09 NAV (30 Apr 26) ₹67.39 ↓ -0.56 (-0.82 %) Net Assets (Cr) ₹1,537 on 31 Mar 26 Category Equity - Large Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio -0.5 Information Ratio 0.54 Alpha Ratio 0.93 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 30 Apr 21 ₹10,000 30 Apr 22 ₹11,923 30 Apr 23 ₹12,234 30 Apr 24 ₹17,136 30 Apr 25 ₹18,495 30 Apr 26 ₹18,887 Returns for Invesco India Largecap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 26 Duration Returns 1 Month 10.2% 3 Month -2.4% 6 Month -5.5% 1 Year 2.1% 3 Year 15.6% 5 Year 13.6% 10 Year 15 Year Since launch 12.1% 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 Hiten Jain 1 Dec 23 2.33 Yr. Data below for Invesco India Largecap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 35.63% Industrials 18.3% Consumer Cyclical 14.54% Technology 10.98% Health Care 8.38% Basic Materials 5.65% Communication Services 3.72% Real Estate 1.04% Utility 0.6% Consumer Defensive 0.03% Asset Allocation
Asset Class Value Cash 1.14% Equity 98.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK8% ₹117 Cr 969,443 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK7% ₹101 Cr 1,384,844 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY6% ₹90 Cr 721,557
↑ 108,904 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC6% ₹90 Cr 321,785 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 25 | LT4% ₹61 Cr 173,437 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL4% ₹57 Cr 320,404 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000344% ₹54 Cr 671,135 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 23 | 5327553% ₹51 Cr 370,579
↑ 55,651 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹49 Cr 2,120,558 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO3% ₹45 Cr 113,532 10. Invesco India Multicap Fund
Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (30 Apr 26) ₹120.2 ↓ -1.14 (-0.94 %) Net Assets (Cr) ₹3,550 on 31 Mar 26 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio -0.93 Information Ratio -0.73 Alpha Ratio -7.96 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹11,841 30 Apr 23 ₹12,484 30 Apr 24 ₹18,130 30 Apr 25 ₹19,490 30 Apr 26 ₹19,028 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 26 Duration Returns 1 Month 11.6% 3 Month 0% 6 Month -8.1% 1 Year -2.4% 3 Year 15.1% 5 Year 13.7% 10 Year 15 Year Since launch 14.7% 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 Taher Badshah 1 Jul 25 0.75 Yr. Manish Poddar 1 Jul 25 0.75 Yr. Data below for Invesco India Multicap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 33.48% Consumer Cyclical 20.38% Industrials 13.76% Health Care 12.83% Technology 7.78% Basic Materials 4.61% Real Estate 4.09% Communication Services 2.23% Asset Allocation
Asset Class Value Cash 0.8% Equity 99.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5433204% ₹133 Cr 5,822,325 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹123 Cr 1,017,061 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322153% ₹106 Cr 911,858
↑ 234,276 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK3% ₹104 Cr 1,423,842 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5433083% ₹100 Cr 1,612,627 BSE Ltd (Financial Services)
Equity, Since 31 Jul 25 | BSE3% ₹99 Cr 368,547
↓ -30,219 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | SAILIFE3% ₹92 Cr 945,217
↓ -178,511 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 25 | PERSISTENT3% ₹90 Cr 185,381 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | 5323432% ₹88 Cr 260,356 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN2% ₹87 Cr 645,548
↓ -126,733
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 PSU Equity Fund