fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
10 Best Invesco SIP Mutual Funds 2021 | Best SIP Funds

Fincash » Invesco Mutual Fund » Best Invesco SIP Funds

Best Invesco SIP Mutual Funds 2021

Updated on October 20, 2021 , 6465 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Best SIP Funds by Invesco Mutual Fund for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Invesco India Infrastructure Fund Growth ₹31.02
↓ -0.18
₹288 500 8.137.682.927.217.716.2
Invesco India Mid Cap Fund Growth ₹88.03
↓ -0.81
₹1,995 500 831.264.425.817.424.4
Invesco India Multicap Fund Growth ₹80.81
↓ -0.44
₹1,668 500 6.232.266.222.914.818.8
Invesco India Tax Plan Growth ₹85.58
↓ -0.11
₹1,890 500 10.829.256.722.816.719.2
Invesco India PSU Equity Fund Growth ₹27.94
↓ -0.28
₹337 500 11.533.463.322.511.46.1
Invesco India Contra Fund Growth ₹79.02
↓ -0.44
₹8,411 500 1128.455.521.917.321.2
Invesco India Largecap Fund Growth ₹46.28
↓ -0.11
₹408 100 13.833.154.521.915.314.1
Invesco India Growth Opportunities Fund Growth ₹53.53
↓ -0.32
₹4,226 100 8.226.149.120.716.113.3
Invesco India Financial Services Fund Growth ₹83.45
↓ -0.07
₹382 100 11.428.556.120.315.82.4
Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹18.1772
↑ 0.08
₹10 500 4.15.638.911.712.17.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 21

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 8.5% since its launch.  Ranked 24 in Sectoral category.  Return for 2020 was 16.2% , 2019 was 6.1% and 2018 was -15.8% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund
Growth
Launch Date 21 Nov 07
NAV (22 Oct 21) ₹31.02 ↓ -0.18   (-0.58 %)
Net Assets (Cr) ₹288 on 30 Sep 21
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio 3.23
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 16₹10,000
30 Sep 17₹12,329
30 Sep 18₹11,747
30 Sep 19₹12,373
30 Sep 20₹12,469
30 Sep 21₹22,314

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 ₹470,047.
Net Profit of ₹170,047
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 22 Oct 21

DurationReturns
1 Month 3.5%
3 Month 8.1%
6 Month 37.6%
1 Year 82.9%
3 Year 27.2%
5 Year 17.7%
10 Year
15 Year
Since launch 8.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -29.3%
Fund Manager information for Invesco India Infrastructure Fund
NameSinceTenure
Amit Nigam3 Sep 201.07 Yr.
Neelesh Dhamnaskar1 Jun 183.33 Yr.

Data below for Invesco India Infrastructure Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Industrials55.29%
Basic Materials19.27%
Utility9.02%
Consumer Cyclical5.79%
Energy5.25%
Technology1.73%
Communication Services1.51%
Asset Allocation
Asset ClassValue
Cash2.14%
Equity97.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
9%₹24 Cr145,714
↑ 27,449
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 21 | RELIANCE
5%₹14 Cr60,622
↑ 26,012
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 19 | ULTRACEMCO
5%₹13 Cr16,845
↑ 4,675
KNR Constructions Ltd (Industrials)
Equity, Since 28 Feb 21 | 532942
5%₹13 Cr396,512
↑ 103,568
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Mar 16 | 532514
5%₹12 Cr217,131
↑ 27,504
G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 543317
4%₹10 Cr60,072
↑ 20,278
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 19 | 517569
4%₹9 Cr120,081
↑ 35,584
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 17 | BEL
3%₹9 Cr455,990
Jamna Auto Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | 520051
3%₹8 Cr858,056
↑ 143,187
PNC Infratech Ltd (Industrials)
Equity, Since 31 May 17 | PNCINFRA
3%₹8 Cr244,800
↑ 13,886

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 16.2% since its launch.  Ranked 38 in Mid Cap category.  Return for 2020 was 24.4% , 2019 was 3.8% and 2018 was -5.3% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (22 Oct 21) ₹88.03 ↓ -0.81   (-0.91 %)
Net Assets (Cr) ₹1,995 on 30 Sep 21
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 3.11
Information Ratio 0.09
Alpha Ratio -3.44
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 16₹10,000
30 Sep 17₹11,580
30 Sep 18₹12,117
30 Sep 19₹12,324
30 Sep 20₹14,037
30 Sep 21₹22,449

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 ₹470,047.
Net Profit of ₹170,047
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 22 Oct 21

DurationReturns
1 Month 3%
3 Month 8%
6 Month 31.2%
1 Year 64.4%
3 Year 25.8%
5 Year 17.4%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -17.5%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Pranav Gokhale29 Mar 183.43 Yr.
Neelesh Dhamnaskar18 Jul 183.12 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Consumer Cyclical22.68%
Industrials19.72%
Financial Services14.67%
Basic Materials12.68%
Technology10.24%
Health Care9.36%
Utility7.77%
Consumer Defensive1.35%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity98.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
4%₹75 Cr259,224
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 18 | BEL
3%₹66 Cr3,523,101
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | ENDURANCE
3%₹65 Cr388,611
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT
3%₹63 Cr189,683
Gujarat Gas Ltd (Utilities)
Equity, Since 29 Feb 20 | 539336
3%₹63 Cr866,692
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | BALKRISIND
3%₹57 Cr248,808
Minda Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 532539
3%₹57 Cr797,546
↑ 138,817
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | 543276
3%₹53 Cr276,811
Vinati Organics Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 524200
3%₹53 Cr293,517
↓ -30,809
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | 506943
3%₹52 Cr304,037

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 16.6% since its launch.  Ranked 37 in Multi Cap category.  Return for 2020 was 18.8% , 2019 was 4.6% and 2018 was -12.5% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (22 Oct 21) ₹80.81 ↓ -0.44   (-0.54 %)
Net Assets (Cr) ₹1,668 on 30 Sep 21
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.25
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
30 Sep 16₹10,000
30 Sep 17₹11,718
30 Sep 18₹11,718
30 Sep 19₹11,838
30 Sep 20₹12,144
30 Sep 21₹20,244

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 ₹436,710.
Net Profit of ₹136,710
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 22 Oct 21

DurationReturns
1 Month 1.1%
3 Month 6.2%
6 Month 32.2%
1 Year 66.2%
3 Year 22.9%
5 Year 14.8%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -19.2%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 200.99 Yr.
Pranav Gokhale29 Mar 183.43 Yr.

Data below for Invesco India Multicap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services26.82%
Consumer Cyclical16.71%
Industrials15.87%
Technology13.78%
Health Care10.41%
Basic Materials9.47%
Consumer Defensive2.78%
Utility1.43%
Asset Allocation
Asset ClassValue
Cash2.29%
Equity97.27%
Debt0.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
7%₹105 Cr1,464,002
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 532215
5%₹78 Cr989,144
Mphasis Ltd (Technology)
Equity, Since 31 Jul 20 | 526299
3%₹48 Cr164,445
↓ -25,612
State Bank of India (Financial Services)
Equity, Since 31 Mar 21 | SBIN
3%₹48 Cr1,116,341
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL
3%₹46 Cr2,478,529
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 20 | 532755
3%₹46 Cr315,244
↑ 39,931
Birla Corp Ltd (Basic Materials)
Equity, Since 30 Sep 20 | 500335
3%₹44 Cr327,361
↓ -458
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 21 | LT
3%₹43 Cr258,425
↑ 39,772
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | 506943
3%₹43 Cr250,380
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
3%₹42 Cr106,955
↓ -8,709

4. 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 15.6% since its launch.  Ranked 17 in ELSS category.  Return for 2020 was 19.2% , 2019 was 9.4% and 2018 was -1.3% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (22 Oct 21) ₹85.58 ↓ -0.11   (-0.13 %)
Net Assets (Cr) ₹1,890 on 30 Sep 21
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 3.52
Information Ratio -0.09
Alpha Ratio 6.01
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹11,496
30 Sep 18₹12,658
30 Sep 19₹13,116
30 Sep 20₹13,657
30 Sep 21₹21,352

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 ₹458,689.
Net Profit of ₹158,689
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 22 Oct 21

DurationReturns
1 Month 3.8%
3 Month 10.8%
6 Month 29.2%
1 Year 56.7%
3 Year 22.8%
5 Year 16.7%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -18.9%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Nigam3 Sep 200.99 Yr.
Dhimant Kothari29 Mar 183.43 Yr.

Data below for Invesco India Tax Plan as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services32.73%
Technology16.83%
Industrials11.32%
Consumer Cyclical10.74%
Basic Materials9.29%
Energy8.54%
Health Care3.93%
Utility3.7%
Consumer Defensive1.4%
Asset Allocation
Asset ClassValue
Cash1.53%
Equity98.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
9%₹157 Cr696,659
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
8%₹146 Cr2,031,464
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
8%₹144 Cr913,263
Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY
8%₹141 Cr824,204
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
4%₹80 Cr1,016,758
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
4%₹66 Cr373,623
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 20 | 532755
3%₹63 Cr435,558
↓ -13,373
L&T Technology Services Ltd (Technology)
Equity, Since 31 Aug 20 | LTTS
3%₹50 Cr126,739
↓ -5,103
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 21 | 500034
2%₹43 Cr57,744
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 21 | TATASTEEL
2%₹42 Cr286,639
↓ -12,864

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 9% since its launch.  Ranked 33 in Sectoral category.  Return for 2020 was 6.1% , 2019 was 10.1% and 2018 was -16.9% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (22 Oct 21) ₹27.94 ↓ -0.28   (-0.99 %)
Net Assets (Cr) ₹337 on 30 Sep 21
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.37
Sharpe Ratio 2.75
Information Ratio 0.62
Alpha Ratio 8.93
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 16₹10,000
30 Sep 17₹12,060
30 Sep 18₹10,255
30 Sep 19₹11,250
30 Sep 20₹11,008
30 Sep 21₹17,296

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 ₹405,518.
Net Profit of ₹105,518
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 22 Oct 21

DurationReturns
1 Month 6.7%
3 Month 11.5%
6 Month 33.4%
1 Year 63.3%
3 Year 22.5%
5 Year 11.4%
10 Year
15 Year
Since launch 9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -24.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Nitin Gosar1 Jun 183.33 Yr.
Dhimant Kothari19 May 201.37 Yr.

Data below for Invesco India PSU Equity Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services32.45%
Utility27.7%
Energy13.15%
Industrials12.67%
Basic Materials12.14%
Asset Allocation
Asset ClassValue
Cash1.89%
Equity98.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
9%₹27 Cr631,920
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Dec 09 | 532898
8%₹26 Cr1,481,670
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
8%₹24 Cr2,110,885
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
7%₹20 Cr434,309
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
6%₹19 Cr1,021,371
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 19 | 532514
6%₹19 Cr346,812
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 29 Feb 20 | HINDPETRO
5%₹16 Cr604,925
UTI Asset Management Co Ltd (Financial Services)
Equity, Since 31 Oct 20 | 543238
5%₹16 Cr132,606
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Dec 19 | 539336
5%₹15 Cr205,253
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | 540719
5%₹15 Cr123,693

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 15.3% since its launch.  Ranked 11 in Contra category.  Return for 2020 was 21.2% , 2019 was 5.9% and 2018 was -3.3% .

Below is the key information for Invesco India Contra Fund

Invesco India Contra Fund
Growth
Launch Date 11 Apr 07
NAV (22 Oct 21) ₹79.02 ↓ -0.44   (-0.55 %)
Net Assets (Cr) ₹8,411 on 30 Sep 21
Category Equity - Contra
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.62
Sharpe Ratio 3.24
Information Ratio -0.32
Alpha Ratio -0.75
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 16₹10,000
30 Sep 17₹11,799
30 Sep 18₹13,228
30 Sep 19₹13,438
30 Sep 20₹14,039
30 Sep 21₹22,018

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 22 Oct 21

DurationReturns
1 Month 4.1%
3 Month 11%
6 Month 28.4%
1 Year 55.5%
3 Year 21.9%
5 Year 17.3%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -22.1%
Fund Manager information for Invesco India Contra Fund
NameSinceTenure
Taher Badshah10 Jan 174.64 Yr.
Dhimant Kothari19 May 201.29 Yr.

Data below for Invesco India Contra Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services32.14%
Industrials15.22%
Technology13.66%
Basic Materials8.85%
Health Care7.42%
Energy6.5%
Consumer Cyclical5.84%
Utility5.28%
Communication Services2.42%
Real Estate1.42%
Asset Allocation
Asset ClassValue
Cash1.27%
Equity98.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
8%₹672 Cr9,342,377
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
7%₹591 Cr3,739,991
↑ 160,164
Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY
6%₹529 Cr3,099,984
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 532215
4%₹359 Cr4,560,268
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
4%₹342 Cr1,512,946
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹331 Cr7,767,195
↑ 562,326
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 16 | SUNPHARMA
4%₹318 Cr4,010,197
↑ 105,536
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 19 | ULTRACEMCO
4%₹309 Cr394,237
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT
4%₹292 Cr1,746,304
↑ 48,113
Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 18 | 532755
3%₹250 Cr1,727,979

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 13.4% since its launch.  Ranked 39 in Large Cap category.  Return for 2020 was 14.1% , 2019 was 10.5% and 2018 was -0.4% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (22 Oct 21) ₹46.28 ↓ -0.11   (-0.24 %)
Net Assets (Cr) ₹408 on 30 Sep 21
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio 3.47
Information Ratio -0.12
Alpha Ratio 9.76
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 16₹10,000
30 Sep 17₹11,189
30 Sep 18₹11,929
30 Sep 19₹12,519
30 Sep 20₹12,774
30 Sep 21₹19,586

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 22 Oct 21

DurationReturns
1 Month 3.8%
3 Month 13.8%
6 Month 33.1%
1 Year 54.5%
3 Year 21.9%
5 Year 15.3%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -21.9%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 201.08 Yr.
Nitin Gosar29 Mar 183.51 Yr.

Data below for Invesco India Largecap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services37.04%
Technology18.81%
Industrials10.51%
Energy9.13%
Basic Materials7.3%
Consumer Cyclical5.51%
Health Care5.48%
Communication Services3.22%
Consumer Defensive1.8%
Asset Allocation
Asset ClassValue
Cash1.2%
Equity98.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
9%₹37 Cr232,835
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
9%₹36 Cr213,531
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
9%₹36 Cr160,730
↑ 22,086
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
9%₹36 Cr502,041
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
5%₹22 Cr124,572
↑ 6,256
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
5%₹21 Cr265,027
Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 20 | 532755
5%₹18 Cr126,300
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT
4%₹17 Cr102,253
State Bank of India (Financial Services)
Equity, Since 30 Apr 21 | SBIN
4%₹15 Cr346,688
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹13 Cr193,139
↑ 42,568

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 12.5% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2020 was 13.3% , 2019 was 10.7% and 2018 was -0.2% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (22 Oct 21) ₹53.53 ↓ -0.32   (-0.59 %)
Net Assets (Cr) ₹4,226 on 30 Sep 21
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 3.45
Information Ratio 0
Alpha Ratio 0
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 16₹10,000
30 Sep 17₹11,992
30 Sep 18₹12,920
30 Sep 19₹13,876
30 Sep 20₹14,028
30 Sep 21₹21,016

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 ₹458,689.
Net Profit of ₹158,689
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 22 Oct 21

DurationReturns
1 Month 1.6%
3 Month 8.2%
6 Month 26.1%
1 Year 49.1%
3 Year 20.7%
5 Year 16.1%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -21.8%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Pranav Gokhale19 May 201.29 Yr.
Taher Badshah10 Jan 174.64 Yr.

Data below for Invesco India Growth Opportunities Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services26.35%
Technology14.81%
Industrials14.39%
Consumer Cyclical12.13%
Health Care8.84%
Basic Materials8.8%
Energy5.99%
Consumer Defensive3.87%
Utility2.38%
Communication Services1.55%
Asset Allocation
Asset ClassValue
Cash0.89%
Equity99.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹260 Cr3,612,686
↓ -262,296
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 21 | RELIANCE
6%₹249 Cr1,101,499
Infosys Ltd (Technology)
Equity, Since 31 Dec 20 | INFY
5%₹225 Cr1,319,625
↓ -134,151
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
5%₹217 Cr1,372,049
↓ -125,876
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
3%₹132 Cr456,190
↓ -14,759
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹132 Cr1,672,058
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 21 | 500034
3%₹116 Cr154,261
L&T Technology Services Ltd (Technology)
Equity, Since 31 Mar 20 | LTTS
3%₹116 Cr295,716
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | CROMPTON
3%₹112 Cr2,371,406
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 21 | 500696
3%₹112 Cr409,361

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 17.3% since its launch.  Ranked 5 in Sectoral category.  Return for 2020 was 2.4% , 2019 was 21.2% and 2018 was -0.3% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund
Growth
Launch Date 14 Jul 08
NAV (22 Oct 21) ₹83.45 ↓ -0.07   (-0.08 %)
Net Assets (Cr) ₹382 on 30 Sep 21
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.38
Sharpe Ratio 2.24
Information Ratio -0.54
Alpha Ratio 4.32
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 16₹10,000
30 Sep 17₹12,897
30 Sep 18₹12,536
30 Sep 19₹14,720
30 Sep 20₹12,554
30 Sep 21₹20,389

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 ₹447,579.
Net Profit of ₹147,579
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 22 Oct 21

DurationReturns
1 Month 5.6%
3 Month 11.4%
6 Month 28.5%
1 Year 56.1%
3 Year 20.3%
5 Year 15.8%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -29.9%
Fund Manager information for Invesco India Financial Services Fund
NameSinceTenure
Dhimant Kothari1 Jun 183.25 Yr.
Hiten Jain19 May 201.29 Yr.

Data below for Invesco India Financial Services Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services98.44%
Asset Allocation
Asset ClassValue
Cash1.56%
Equity98.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
23%₹85 Cr534,918
↑ 5,990
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
16%₹59 Cr826,659
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
9%₹34 Cr432,791
↑ 5,072
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
6%₹23 Cr548,818
↑ 8,783
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
6%₹21 Cr121,367
UTI Asset Management Co Ltd (Financial Services)
Equity, Since 31 Oct 20 | 543238
4%₹16 Cr130,846
Angel Broking Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 20 | 543235
4%₹13 Cr108,592
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 20 | 540719
4%₹13 Cr109,718
↑ 7,921
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Apr 20 | 543066
3%₹11 Cr100,470
↑ 8,934
IIFL Wealth Management Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 21 | 542772
2%₹9 Cr54,525

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 8.3% since its launch.  Ranked 12 in Global category.  Return for 2020 was 7.3% , 2019 was 24.7% and 2018 was -7.5% .

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 (22 Oct 21) ₹18.1772 ↑ 0.08   (0.45 %)
Net Assets (Cr) ₹10 on 30 Sep 21
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 0.94
Sharpe Ratio 1.7
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 16₹10,000
30 Sep 17₹11,773
30 Sep 18₹13,208
30 Sep 19₹12,451
30 Sep 20₹12,294
30 Sep 21₹16,581

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 ₹415,684.
Net Profit of ₹115,684
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 22 Oct 21

DurationReturns
1 Month 6.3%
3 Month 4.1%
6 Month 5.6%
1 Year 38.9%
3 Year 11.7%
5 Year 12.1%
10 Year
15 Year
Since launch 8.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 7.3%
2019 24.7%
2018 -7.5%
2017 13.2%
2016 2.6%
2015 4%
2014
2013
2012
2011
Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
NameSinceTenure
Neelesh Dhamnaskar5 May 147.41 Yr.

Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services20.73%
Technology15.99%
Communication Services13.98%
Consumer Defensive11.4%
Consumer Cyclical10.87%
Industrials8.86%
Health Care5.57%
Real Estate3.93%
Energy2.69%
Asset Allocation
Asset ClassValue
Cash2.19%
Equity94.02%
Other3.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco Global Equity Income C USD Acc
Investment Fund | -
98%₹10 Cr12,494
↑ 252
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.
How helpful was this page ?
Rated 5, based on 9 reviews.
POST A COMMENT