+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 (%) 2024 (%) Invesco India PSU Equity Fund Growth ₹61.96
↑ 0.98 ₹1,511 500 -5 -3.2 6.8 28.5 23.9 10.3 Invesco India Mid Cap Fund Growth ₹160.72
↑ 3.32 ₹10,772 500 -12.6 -11.5 4.6 24.3 18.8 6.3 Invesco India Growth Opportunities Fund Growth ₹89.02
↑ 1.95 ₹9,392 100 -12 -12.7 1.8 21.8 15.7 4.7 Invesco India Infrastructure Fund Growth ₹55.55
↑ 1.38 ₹1,370 500 -8 -13.3 -3.3 20.2 19.6 -7.1 Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹32.3351
↑ 0.36 ₹227 500 0.2 2.1 19.3 19.9 15.5 23.8 Invesco India Financial Services Fund Growth ₹130.95
↑ 3.56 ₹1,650 100 -10 -3.5 5.6 19.4 14.3 15.1 Invesco India Contra Fund Growth ₹119.53
↑ 2.74 ₹19,948 500 -13.5 -11.6 -4.2 17 13.9 3.1 Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹22.5763
↑ 0.17 ₹168 500 2.4 11 26.6 16.9 13.4 42.5 Invesco India Largecap Fund Growth ₹62.79
↑ 1.62 ₹1,702 100 -12 -10.4 -1.3 15.2 12.4 5.5 Invesco India Multicap Fund Growth ₹110.41
↑ 2.45 ₹4,001 500 -13.5 -15.3 -8.8 14.1 12.5 -6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Invesco India PSU Equity Fund Invesco India Mid Cap Fund Invesco India Growth Opportunities Fund Invesco India Infrastructure Fund Invesco India Feeder- Invesco Global Equity Income Fund Invesco India Financial Services Fund Invesco India Contra Fund Invesco India Feeder- Invesco Pan European Equity Fund Invesco India Largecap Fund Invesco India Multicap Fund Point 1 Lower mid AUM (₹1,511 Cr). Top quartile AUM (₹10,772 Cr). Upper mid AUM (₹9,392 Cr). Bottom quartile AUM (₹1,370 Cr). Bottom quartile AUM (₹227 Cr). Lower mid AUM (₹1,650 Cr). Highest AUM (₹19,948 Cr). Bottom quartile AUM (₹168 Cr). Upper mid AUM (₹1,702 Cr). Upper mid AUM (₹4,001 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (18 yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (12+ yrs). Established history (16+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 23.89% (top quartile). 5Y return: 18.80% (upper mid). 5Y return: 15.71% (upper mid). 5Y return: 19.60% (top quartile). 5Y return: 15.49% (upper mid). 5Y return: 14.35% (lower mid). 5Y return: 13.88% (lower mid). 5Y return: 13.37% (bottom quartile). 5Y return: 12.39% (bottom quartile). 5Y return: 12.54% (bottom quartile). Point 6 3Y return: 28.49% (top quartile). 3Y return: 24.30% (top quartile). 3Y return: 21.78% (upper mid). 3Y return: 20.25% (upper mid). 3Y return: 19.88% (upper mid). 3Y return: 19.45% (lower mid). 3Y return: 17.01% (lower mid). 3Y return: 16.87% (bottom quartile). 3Y return: 15.15% (bottom quartile). 3Y return: 14.08% (bottom quartile). Point 7 1Y return: 6.85% (upper mid). 1Y return: 4.61% (upper mid). 1Y return: 1.83% (lower mid). 1Y return: -3.31% (bottom quartile). 1Y return: 19.26% (top quartile). 1Y return: 5.60% (upper mid). 1Y return: -4.20% (bottom quartile). 1Y return: 26.58% (top quartile). 1Y return: -1.34% (lower mid). 1Y return: -8.81% (bottom quartile). Point 8 Alpha: -6.26 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: -0.77 (lower mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 4.52 (top quartile). Alpha: -2.49 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -0.05 (lower mid). Alpha: -8.39 (bottom quartile). Point 9 Sharpe: 1.47 (upper mid). Sharpe: 1.21 (upper mid). Sharpe: 1.02 (lower mid). Sharpe: 0.73 (bottom quartile). Sharpe: 1.23 (upper mid). Sharpe: 1.56 (top quartile). Sharpe: 0.75 (bottom quartile). Sharpe: 2.91 (top quartile). Sharpe: 0.97 (lower mid). Sharpe: 0.28 (bottom quartile). Point 10 Information ratio: -0.78 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.70 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.81 (top quartile). Information ratio: 0.59 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.44 (upper mid). Information ratio: -0.71 (bottom quartile). Invesco India PSU Equity Fund
Invesco India Mid Cap Fund
Invesco India Growth Opportunities Fund
Invesco India Infrastructure Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Financial Services Fund
Invesco India Contra Fund
Invesco India Feeder- Invesco Pan European Equity 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 (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 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 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 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 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 (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 (24 Mar 26) ₹61.96 ↑ 0.98 (1.61 %) Net Assets (Cr) ₹1,511 on 28 Feb 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 1.47 Information Ratio -0.78 Alpha Ratio -6.26 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,709 28 Feb 23 ₹13,515 29 Feb 24 ₹25,468 28 Feb 25 ₹22,731 28 Feb 26 ₹31,469 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -9.2% 3 Month -5% 6 Month -3.2% 1 Year 6.8% 3 Year 28.5% 5 Year 23.9% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.3% 2023 25.6% 2022 54.5% 2021 20.5% 2020 31.1% 2019 6.1% 2018 10.1% 2017 -16.9% 2016 24.3% 2015 17.9% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0.66 Yr. Sagar Gandhi 1 Jul 25 0.66 Yr. Data below for Invesco India PSU Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 31.73% Industrials 29.22% Utility 19.38% Energy 13.06% Basic Materials 3.8% Consumer Cyclical 1.44% Asset Allocation
Asset Class Value Cash 1.37% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹141 Cr 1,171,232
↓ -123,757 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB8% ₹115 Cr 1,157,444 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL7% ₹105 Cr 2,717,009 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL7% ₹103 Cr 2,316,519
↓ -681,173 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL7% ₹102 Cr 261,137
↑ 73,494 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN5% ₹82 Cr 9,129,820 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | BANKBARODA5% ₹80 Cr 2,477,556
↑ 233,334 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC5% ₹69 Cr 1,801,543 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP4% ₹61 Cr 646,300 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | RECLTD4% ₹60 Cr 1,703,577
↑ 217,962 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (24 Mar 26) ₹160.72 ↑ 3.32 (2.11 %) Net Assets (Cr) ₹10,772 on 28 Feb 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 1.21 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,929 28 Feb 23 ₹12,464 29 Feb 24 ₹18,552 28 Feb 25 ₹20,486 28 Feb 26 ₹25,734 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -9.8% 3 Month -12.6% 6 Month -11.5% 1 Year 4.6% 3 Year 24.3% 5 Year 18.8% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.3% 2023 43.1% 2022 34.1% 2021 0.5% 2020 43.1% 2019 24.4% 2018 3.8% 2017 -5.3% 2016 44.3% 2015 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.31 Yr. Data below for Invesco India Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 34.98% Health Care 19.6% Consumer Cyclical 17.71% Industrials 9.84% Real Estate 7.99% Technology 5.07% Basic Materials 4.16% Asset Allocation
Asset Class Value Cash 0.65% Equity 99.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹669 Cr 22,304,132 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | AUBANK5% ₹569 Cr 5,936,790 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹538 Cr 3,865,599
↑ 311,192 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH5% ₹521 Cr 4,774,196 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹514 Cr 1,899,237
↑ 380,004 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹495 Cr 16,397,045
↑ 1,466,599 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹479 Cr 16,854,973 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL4% ₹448 Cr 2,468,180 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹442 Cr 3,883,813
↑ 645,247 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹432 Cr 895,333
↑ 81,321 3. Invesco India Growth Opportunities Fund
Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (24 Mar 26) ₹89.02 ↑ 1.95 (2.24 %) Net Assets (Cr) ₹9,392 on 28 Feb 26 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 1.03 Information Ratio 0.7 Alpha Ratio -0.77 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,243 28 Feb 23 ₹11,536 29 Feb 24 ₹17,100 28 Feb 25 ₹18,501 28 Feb 26 ₹22,438 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -9.6% 3 Month -12% 6 Month -12.7% 1 Year 1.8% 3 Year 21.8% 5 Year 15.7% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.7% 2023 37.5% 2022 31.6% 2021 -0.4% 2020 29.7% 2019 13.3% 2018 10.7% 2017 -0.2% 2016 39.6% 2015 3.3% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.31 Yr. Data below for Invesco India Growth Opportunities Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 29.53% Health Care 20.7% Consumer Cyclical 19.39% Industrials 13.51% Real Estate 6.48% Basic Materials 4.43% Technology 2.8% Communication Services 1.49% Asset Allocation
Asset Class Value Cash 1.65% Equity 98.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH7% ₹674 Cr 6,175,405 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO6% ₹559 Cr 1,158,441
↑ 28,156 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE5% ₹428 Cr 1,580,775 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE5% ₹428 Cr 4,283,799 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TRENT5% ₹425 Cr 1,089,122
↑ 105,600 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433204% ₹406 Cr 16,475,309 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹375 Cr 2,718,707
↑ 156,695 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹332 Cr 11,008,816 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK4% ₹329 Cr 10,987,013
↓ -1,462,108 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF3% ₹322 Cr 11,339,315
↓ -2,065,282 4. Invesco India Infrastructure Fund
Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (24 Mar 26) ₹55.55 ↑ 1.38 (2.55 %) Net Assets (Cr) ₹1,370 on 28 Feb 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio 0.73 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,843 28 Feb 23 ₹13,916 29 Feb 24 ₹23,140 28 Feb 25 ₹22,045 28 Feb 26 ₹26,206 Returns for Invesco India Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -7.6% 3 Month -8% 6 Month -13.3% 1 Year -3.3% 3 Year 20.2% 5 Year 19.6% 10 Year 15 Year Since launch 9.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -7.1% 2023 33.2% 2022 51.1% 2021 2.3% 2020 55.4% 2019 16.2% 2018 6.1% 2017 -15.8% 2016 48.1% 2015 0.8% Fund Manager information for Invesco India Infrastructure Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 1 Yr. Data below for Invesco India Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 74.29% Consumer Cyclical 4.54% Basic Materials 3.44% Communication Services 3.42% Utility 2.4% Energy 2.17% Real Estate 2.12% Technology 1.99% Health Care 0.77% Asset Allocation
Asset Class Value Cash 4.86% Equity 95.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Sep 20 | HONAUT7% ₹102 Cr 32,952 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT6% ₹88 Cr 204,656
↓ -47,956 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 24 | POWERINDIA5% ₹65 Cr 25,498 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 25 | SCHNEIDER4% ₹56 Cr 615,103 ABB India Ltd (Industrials)
Equity, Since 31 Jul 22 | ABB4% ₹56 Cr 91,435 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | BDL4% ₹51 Cr 405,988
↑ 188,565 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL3% ₹47 Cr 249,437
↓ -37,397 Transformers & Rectifiers (India) Ltd (Industrials)
Equity, Since 30 Jun 24 | TARIL3% ₹46 Cr 1,488,035 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO3% ₹45 Cr 92,405 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | ZFCVINDIA3% ₹43 Cr 28,503 5. Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (24 Mar 26) ₹32.3351 ↑ 0.36 (1.14 %) Net Assets (Cr) ₹227 on 28 Feb 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio 1.23 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.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹10,874 28 Feb 23 ₹12,218 29 Feb 24 ₹14,621 28 Feb 25 ₹17,714 28 Feb 26 ₹21,777 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 24 Mar 26 Duration Returns 1 Month -5.4% 3 Month 0.2% 6 Month 2.1% 1 Year 19.3% 3 Year 19.9% 5 Year 15.5% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.8% 2023 13.7% 2022 27% 2021 -2.1% 2020 21% 2019 7.3% 2018 24.7% 2017 -7.5% 2016 13.2% 2015 2.6% Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 1 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 21.91% Technology 18.63% Financial Services 16.72% Consumer Cyclical 11.07% Health Care 6.56% Consumer Defensive 5.91% Basic Materials 4.01% Energy 2.4% Communication Services 2.21% Real Estate 2.08% Asset Allocation
Asset Class Value Cash 2.51% Equity 91.48% Other 6.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -97% ₹221 Cr 132,648 Triparty Repo
CBLO/Reverse Repo | -3% ₹6 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 (24 Mar 26) ₹130.95 ↑ 3.56 (2.79 %) Net Assets (Cr) ₹1,650 on 28 Feb 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio 1.56 Information Ratio 0.81 Alpha Ratio 4.52 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 28 Feb 21 ₹10,000 28 Feb 22 ₹10,534 28 Feb 23 ₹11,341 29 Feb 24 ₹15,746 28 Feb 25 ₹16,509 28 Feb 26 ₹21,059 Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -11.3% 3 Month -10% 6 Month -3.5% 1 Year 5.6% 3 Year 19.4% 5 Year 14.3% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.1% 2023 19.8% 2022 26% 2021 12.8% 2020 14% 2019 2.4% 2018 21.2% 2017 -0.3% 2016 45.2% 2015 10.4% Fund Manager information for Invesco India Financial Services Fund
Name Since Tenure Hiten Jain 19 May 20 5.78 Yr. Data below for Invesco India Financial Services Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 96.91% Technology 1.39% Health Care 0.66% Asset Allocation
Asset Class Value Cash 1.03% Equity 98.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK15% ₹252 Cr 2,838,202 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK14% ₹225 Cr 1,628,734 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX7% ₹113 Cr 460,710 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK6% ₹106 Cr 767,430
↑ 121,466 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | KARURVYSYA5% ₹87 Cr 2,663,923 Shriram Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | SHRIRAMFIN5% ₹79 Cr 731,682 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC5% ₹75 Cr 240,125 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN3% ₹56 Cr 325,622 Central Depository Services (India) Ltd (Financial Services)
Equity, Since 31 Aug 23 | CDSL3% ₹48 Cr 381,194 Bank of Baroda (Financial Services)
Equity, Since 31 Jan 26 | BANKBARODA3% ₹48 Cr 1,485,935 7. Invesco India Contra Fund
Invesco India Contra Fund
Growth Launch Date 11 Apr 07 NAV (24 Mar 26) ₹119.53 ↑ 2.74 (2.35 %) Net Assets (Cr) ₹19,948 on 28 Feb 26 Category Equity - Contra AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 0.75 Information Ratio 0.59 Alpha Ratio -2.49 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,535 28 Feb 23 ₹12,098 29 Feb 24 ₹17,106 28 Feb 25 ₹18,274 28 Feb 26 ₹20,851 Returns for Invesco India Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -9.7% 3 Month -13.5% 6 Month -11.6% 1 Year -4.2% 3 Year 17% 5 Year 13.9% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.1% 2023 30.1% 2022 28.8% 2021 3.8% 2020 29.6% 2019 21.2% 2018 5.9% 2017 -3.3% 2016 45.6% 2015 6.7% Fund Manager information for Invesco India Contra Fund
Name Since Tenure Taher Badshah 13 Jan 17 9.13 Yr. Data below for Invesco India Contra Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 32.47% Consumer Cyclical 16.98% Industrials 11.9% Health Care 11.22% Technology 8.51% Basic Materials 5.13% Energy 4.81% Real Estate 2.06% Communication Services 1.95% Consumer Defensive 1.65% Asset Allocation
Asset Class Value Cash 1.29% Equity 98.69% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK7% ₹1,409 Cr 15,869,516 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK5% ₹1,027 Cr 7,447,650
↓ -920,812 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT4% ₹813 Cr 1,900,679 Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY4% ₹758 Cr 5,827,803 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M4% ₹755 Cr 2,222,444 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | AXISBANK4% ₹720 Cr 5,201,150 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 25 | RELIANCE3% ₹680 Cr 4,878,249 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN3% ₹504 Cr 2,912,482 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Mar 24 | APOLLOHOSP2% ₹446 Cr 569,764 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK2% ₹405 Cr 13,519,245 8. Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (24 Mar 26) ₹22.5763 ↑ 0.17 (0.77 %) Net Assets (Cr) ₹168 on 28 Feb 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 0.95 Sharpe Ratio 2.91 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 28 Feb 21 ₹10,000 28 Feb 22 ₹10,781 28 Feb 23 ₹12,489 29 Feb 24 ₹13,407 28 Feb 25 ₹14,473 28 Feb 26 ₹20,556 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 24 Mar 26 Duration Returns 1 Month -7.9% 3 Month 2.4% 6 Month 11% 1 Year 26.6% 3 Year 16.9% 5 Year 13.4% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 42.5% 2023 -5.1% 2022 20.5% 2021 1.6% 2020 16.6% 2019 1.6% 2018 17.2% 2017 -11.2% 2016 14.8% 2015 -0.2% Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 1 Yr. Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 23.15% Financial Services 20.92% Health Care 9.67% Technology 9.25% Basic Materials 8.83% Consumer Defensive 6.8% Energy 5.91% Utility 5.41% Consumer Cyclical 5.02% Communication Services 3.13% Asset Allocation
Asset Class Value Cash 1.91% Equity 98.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Pan European Equity C EUR Acc
Investment Fund | -99% ₹166 Cr 385,952 Triparty Repo
CBLO/Reverse Repo | -1% ₹2 Cr Net Receivables / (Payables)
CBLO | -0% ₹0 Cr 9. Invesco India Largecap Fund
Invesco India Largecap Fund
Growth Launch Date 21 Aug 09 NAV (24 Mar 26) ₹62.79 ↑ 1.62 (2.65 %) Net Assets (Cr) ₹1,702 on 28 Feb 26 Category Equity - Large Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio 0.97 Information Ratio 0.44 Alpha Ratio -0.05 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,125 28 Feb 23 ₹11,935 29 Feb 24 ₹16,409 28 Feb 25 ₹16,596 28 Feb 26 ₹19,482 Returns for Invesco India Largecap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -9.4% 3 Month -12% 6 Month -10.4% 1 Year -1.3% 3 Year 15.2% 5 Year 12.4% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.5% 2023 20% 2022 27.8% 2021 -3% 2020 32.5% 2019 14.1% 2018 10.5% 2017 -0.4% 2016 28.3% 2015 2.8% Fund Manager information for Invesco India Largecap Fund
Name Since Tenure Hiten Jain 1 Dec 23 2.25 Yr. Data below for Invesco India Largecap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 37.05% Industrials 17.16% Consumer Cyclical 14.59% Health Care 9.36% Technology 8.68% Basic Materials 5.57% Communication Services 3.54% Real Estate 1.22% Utility 0.53% Consumer Defensive 0.03% Asset Allocation
Asset Class Value Cash 2.27% Equity 97.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK8% ₹134 Cr 969,443 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK7% ₹123 Cr 1,384,844 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC6% ₹100 Cr 321,785 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY5% ₹80 Cr 612,653
↑ 31,106 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 25 | LT4% ₹74 Cr 173,437 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | BAJFINANCE4% ₹67 Cr 671,135 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL4% ₹60 Cr 320,404 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO3% ₹55 Cr 113,532 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹52 Cr 2,120,558
↑ 348,692 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 25 | TORNTPHARM3% ₹50 Cr 115,903 10. Invesco India Multicap Fund
Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (24 Mar 26) ₹110.41 ↑ 2.45 (2.27 %) Net Assets (Cr) ₹4,001 on 28 Feb 26 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 0.28 Information Ratio -0.71 Alpha Ratio -8.39 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,835 28 Feb 23 ₹12,248 29 Feb 24 ₹17,321 28 Feb 25 ₹17,964 28 Feb 26 ₹19,559 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -9.9% 3 Month -13.5% 6 Month -15.3% 1 Year -8.8% 3 Year 14.1% 5 Year 12.5% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.7% 2023 29.8% 2022 31.8% 2021 -2.2% 2020 40.7% 2019 18.8% 2018 4.6% 2017 -12.5% 2016 46.2% 2015 0.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Taher Badshah 1 Jul 25 0.66 Yr. Manish Poddar 1 Jul 25 0.66 Yr. Data below for Invesco India Multicap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 33.91% Consumer Cyclical 19.78% Industrials 13.98% Health Care 13.21% Technology 7.25% Basic Materials 4.59% Real Estate 4.25% Communication Services 2.15% Consumer Defensive 0.52% Asset Allocation
Asset Class Value Cash 0.33% Equity 99.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5433204% ₹143 Cr 5,822,325
↑ 392,796 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹140 Cr 1,017,061
↓ -50,185 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN3% ₹134 Cr 772,281
↓ -161,133 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK3% ₹126 Cr 1,423,842 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5433083% ₹120 Cr 1,612,627
↓ -117,147 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | SAILIFE3% ₹112 Cr 1,123,728 BSE Ltd (Financial Services)
Equity, Since 31 Jul 25 | BSE3% ₹108 Cr 398,766 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | TVSMOTOR3% ₹101 Cr 260,356 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 23 | MAXHEALTH2% ₹98 Cr 893,739 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | AXISBANK2% ₹94 Cr 677,582
↑ 309,426
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