+91-22-48913909Best Invesco SIP Mutual Funds 2025
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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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 ₹65.91
↑ 0.71 ₹1,466 500 9.1 2.4 6.2 28.1 28.6 25.6 Invesco India Mid Cap Fund Growth ₹188.63
↑ 2.56 ₹9,320 500 4.2 12.7 14 27.9 26.5 43.1 Invesco India Growth Opportunities Fund Growth ₹104.36
↑ 1.49 ₹9,034 100 2.8 10 12.1 24.5 22.3 37.5 Invesco India Infrastructure Fund Growth ₹61.7
↑ 0.68 ₹1,527 500 -2.4 -3 -4.2 23.3 26.8 33.2 Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹31.0157
↑ 0.64 ₹170 500 -0.3 9.7 17.6 20.8 16.2 13.7 Invesco India Financial Services Fund Growth ₹146.22
↑ 2.34 ₹1,516 100 8.6 9.1 14 20.6 18.7 19.8 Invesco India Contra Fund Growth ₹138.92
↑ 1.69 ₹20,173 500 3.4 4.7 3.8 19.3 20.3 30.1 Invesco India Multicap Fund Growth ₹131.25
↑ 1.89 ₹4,228 500 1.3 1.4 -1.1 17.7 19.8 29.8 Invesco India Largecap Fund Growth ₹71.92
↑ 0.84 ₹1,686 100 4.5 4.9 5.8 16.9 17.7 20 Invesco India Tax Plan Growth ₹127.03
↑ 1.30 ₹2,866 500 1.6 2.1 0.2 16.4 16.6 25.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 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 Multicap Fund Invesco India Largecap Fund Invesco India Tax Plan Point 1 Bottom quartile AUM (₹1,466 Cr). Top quartile AUM (₹9,320 Cr). Upper mid AUM (₹9,034 Cr). Lower mid AUM (₹1,527 Cr). Bottom quartile AUM (₹170 Cr). Bottom quartile AUM (₹1,516 Cr). Highest AUM (₹20,173 Cr). Upper mid AUM (₹4,228 Cr). Lower mid AUM (₹1,686 Cr). Upper mid AUM (₹2,866 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 (17+ 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: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 28.56% (top quartile). 5Y return: 26.45% (upper mid). 5Y return: 22.26% (upper mid). 5Y return: 26.80% (top quartile). 5Y return: 16.18% (bottom quartile). 5Y return: 18.73% (lower mid). 5Y return: 20.25% (upper mid). 5Y return: 19.76% (lower mid). 5Y return: 17.67% (bottom quartile). 5Y return: 16.59% (bottom quartile). Point 6 3Y return: 28.12% (top quartile). 3Y return: 27.92% (top quartile). 3Y return: 24.51% (upper mid). 3Y return: 23.28% (upper mid). 3Y return: 20.83% (upper mid). 3Y return: 20.61% (lower mid). 3Y return: 19.34% (lower mid). 3Y return: 17.69% (bottom quartile). 3Y return: 16.87% (bottom quartile). 3Y return: 16.44% (bottom quartile). Point 7 1Y return: 6.22% (upper mid). 1Y return: 13.96% (upper mid). 1Y return: 12.13% (upper mid). 1Y return: -4.24% (bottom quartile). 1Y return: 17.59% (top quartile). 1Y return: 14.05% (top quartile). 1Y return: 3.78% (lower mid). 1Y return: -1.11% (bottom quartile). 1Y return: 5.84% (lower mid). 1Y return: 0.17% (bottom quartile). Point 8 Alpha: -0.54 (lower mid). Alpha: 0.00 (upper mid). Alpha: 5.34 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: -5.21 (bottom quartile). Alpha: -2.23 (lower mid). Alpha: -4.87 (bottom quartile). Alpha: 0.09 (top quartile). Alpha: -3.64 (bottom quartile). Point 9 Sharpe: 0.09 (upper mid). Sharpe: 0.43 (top quartile). Sharpe: 0.37 (upper mid). Sharpe: -0.17 (bottom quartile). Sharpe: 1.08 (top quartile). Sharpe: 0.29 (upper mid). Sharpe: -0.14 (lower mid). Sharpe: -0.30 (bottom quartile). Sharpe: 0.08 (lower mid). Sharpe: -0.22 (bottom quartile). Point 10 Information ratio: -0.60 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 1.00 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.79 (upper mid). Information ratio: 0.89 (top quartile). Information ratio: -0.23 (bottom quartile). Information ratio: 0.72 (upper mid). Information ratio: 0.23 (upper mid). 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 Multicap Fund
Invesco India Largecap Fund
Invesco India Tax Plan
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 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 (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 The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Research Highlights for Invesco India Tax Plan Below is the key information for Invesco India Tax Plan 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 (26 Nov 25) ₹65.91 ↑ 0.71 (1.09 %) Net Assets (Cr) ₹1,466 on 31 Oct 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 0.09 Information Ratio -0.6 Alpha Ratio -0.54 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 31 Oct 20 ₹10,000 31 Oct 21 ₹15,830 31 Oct 22 ₹17,783 31 Oct 23 ₹22,422 31 Oct 24 ₹36,974 31 Oct 25 ₹38,950 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.2% 3 Month 9.1% 6 Month 2.4% 1 Year 6.2% 3 Year 28.1% 5 Year 28.6% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 2.5% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0.34 Yr. Sagar Gandhi 1 Jul 25 0.34 Yr. Data below for Invesco India PSU Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 31.05% Financial Services 28.47% Utility 20.98% Energy 13.32% Basic Materials 2.59% Asset Allocation
Asset Class Value Cash 3.6% Equity 96.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹134 Cr 1,426,314 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL9% ₹128 Cr 2,997,692
↓ -180,797 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005477% ₹104 Cr 2,901,565
↓ -327,476 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328146% ₹93 Cr 1,080,618
↑ 527,920 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL6% ₹92 Cr 196,158
↓ -30,307 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN6% ₹91 Cr 8,790,786 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325555% ₹68 Cr 2,024,963
↓ -1,060,827 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | 5411434% ₹65 Cr 424,045
↑ 93,217 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 5321344% ₹59 Cr 2,116,392
↑ 894,585 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 23 | 5321554% ₹56 Cr 3,089,630 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (26 Nov 25) ₹188.63 ↑ 2.56 (1.38 %) Net Assets (Cr) ₹9,320 on 31 Oct 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.43 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 31 Oct 20 ₹10,000 31 Oct 21 ₹16,521 31 Oct 22 ₹16,892 31 Oct 23 ₹19,784 31 Oct 24 ₹30,612 31 Oct 25 ₹34,834 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.6% 3 Month 4.2% 6 Month 12.7% 1 Year 14% 3 Year 27.9% 5 Year 26.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.98 Yr. Amit Ganatra 1 Sep 23 2.17 Yr. Data below for Invesco India Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 34.12% Health Care 18.22% Consumer Cyclical 17% Industrials 9.12% Real Estate 8.42% Technology 7.23% Basic Materials 3.95% Communication Services 1.39% Asset Allocation
Asset Class Value Cash 0.56% Equity 99.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406116% ₹521 Cr 5,936,790 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹487 Cr 11,879,113
↑ 1,517,109 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK5% ₹472 Cr 19,960,984
↑ 5,368,346 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹456 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹428 Cr 2,451,815
↑ 33,004 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹377 Cr 1,519,233 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹375 Cr 2,422,867
↑ 324,236 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹353 Cr 1,864,031
↑ 187,614 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE3% ₹308 Cr 3,351,338
↑ 116,840 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT3% ₹297 Cr 477,753 3. Invesco India Growth Opportunities Fund
Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (26 Nov 25) ₹104.36 ↑ 1.49 (1.45 %) Net Assets (Cr) ₹9,034 on 31 Oct 25 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.37 Information Ratio 1 Alpha Ratio 5.34 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 31 Oct 20 ₹10,000 31 Oct 21 ₹15,045 31 Oct 22 ₹15,159 31 Oct 23 ₹17,104 31 Oct 24 ₹26,098 31 Oct 25 ₹29,206 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2.8% 6 Month 10% 1 Year 12.1% 3 Year 24.5% 5 Year 22.3% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 3.8% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.98 Yr. Amit Ganatra 21 Jan 22 3.78 Yr. Data below for Invesco India Growth Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 29.75% Consumer Cyclical 20.27% Health Care 19.25% Industrials 11.1% Real Estate 7.65% Technology 6.17% Basic Materials 3.45% Communication Services 1.65% Asset Allocation
Asset Class Value Cash 0.71% Equity 99.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH5% ₹485 Cr 4,225,932
↑ 155,108 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002515% ₹441 Cr 938,964
↑ 123,935 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO5% ₹437 Cr 776,436 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433205% ₹435 Cr 13,689,301 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹425 Cr 10,371,277
↑ 1,461,410 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN5% ₹416 Cr 2,449,413 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE4% ₹393 Cr 4,283,799 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE4% ₹392 Cr 1,580,775 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF4% ₹363 Cr 13,404,597 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE4% ₹361 Cr 2,070,930
↑ 156,053 4. Invesco India Infrastructure Fund
Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (26 Nov 25) ₹61.7 ↑ 0.68 (1.11 %) Net Assets (Cr) ₹1,527 on 31 Oct 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio -0.17 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 31 Oct 20 ₹10,000 31 Oct 21 ₹18,471 31 Oct 22 ₹19,441 31 Oct 23 ₹23,873 31 Oct 24 ₹38,293 31 Oct 25 ₹37,805 Returns for Invesco India Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month -3.2% 3 Month -2.4% 6 Month -3% 1 Year -4.2% 3 Year 23.3% 5 Year 26.8% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -2.6% Fund Manager information for Invesco India Infrastructure Fund
Name Since Tenure Amit Nigam 3 Sep 20 5.16 Yr. Sagar Gandhi 1 Mar 25 0.67 Yr. Data below for Invesco India Infrastructure Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 55.7% Basic Materials 10.06% Consumer Cyclical 9.44% Communication Services 6.05% Real Estate 5.28% Health Care 5.08% Utility 3.52% Technology 2.13% Energy 1.61% Asset Allocation
Asset Class Value Cash 1.12% Equity 98.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL6% ₹92 Cr 450,000
↓ -51,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 24 | APOLLOHOSP5% ₹78 Cr 101,000
↓ -4,153 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO5% ₹71 Cr 126,000 Delhivery Ltd (Industrials)
Equity, Since 31 Aug 24 | 5435294% ₹69 Cr 1,474,847 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | ZFCVINDIA4% ₹60 Cr 48,000 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390064% ₹58 Cr 33,363
↓ -1,699 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Jul 23 | RAMCOCEM4% ₹56 Cr 540,000 Supreme Industries Ltd (Industrials)
Equity, Since 30 Apr 24 | 5099304% ₹55 Cr 145,191
↑ 24,190 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT3% ₹53 Cr 131,504
↑ 27,319 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | BALKRISIND3% ₹48 Cr 210,000
↑ 25,463 5. Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (26 Nov 25) ₹31.0157 ↑ 0.64 (2.09 %) Net Assets (Cr) ₹170 on 31 Oct 25 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio 1.08 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 31 Oct 20 ₹10,000 31 Oct 21 ₹14,502 31 Oct 22 ₹12,603 31 Oct 23 ₹15,492 31 Oct 24 ₹20,777 31 Oct 25 ₹25,199 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 26 Nov 25 Duration Returns 1 Month -1.4% 3 Month -0.3% 6 Month 9.7% 1 Year 17.6% 3 Year 20.8% 5 Year 16.2% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 4% Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 0.67 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 25.54% Technology 18.24% Financial Services 16.86% Consumer Cyclical 9.13% Health Care 6.74% Consumer Defensive 5.52% Real Estate 3.65% Communication Services 2.36% Energy 2.26% Basic Materials 1.75% Asset Allocation
Asset Class Value Cash 1.46% Equity 92.07% Debt 0.02% Other 6.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -99% ₹169 Cr 110,074
↑ 25,641 Triparty Repo
CBLO/Reverse Repo | -1% ₹2 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 (26 Nov 25) ₹146.22 ↑ 2.34 (1.63 %) Net Assets (Cr) ₹1,516 on 31 Oct 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio 0.29 Information Ratio 0.79 Alpha Ratio -5.21 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 31 Oct 20 ₹10,000 31 Oct 21 ₹15,296 31 Oct 22 ₹15,236 31 Oct 23 ₹17,658 31 Oct 24 ₹24,186 31 Oct 25 ₹26,623 Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 3.4% 3 Month 8.6% 6 Month 9.1% 1 Year 14% 3 Year 20.6% 5 Year 18.7% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -2.1% Fund Manager information for Invesco India Financial Services Fund
Name Since Tenure Hiten Jain 19 May 20 5.46 Yr. Data below for Invesco India Financial Services Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 96.18% Technology 1.9% Health Care 1.11% Asset Allocation
Asset Class Value Cash 0.81% Equity 99.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK19% ₹286 Cr 2,125,794 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK18% ₹280 Cr 2,838,202 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX6% ₹85 Cr 92,142 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹80 Cr 645,964 Central Depository Services (India) Ltd (Financial Services)
Equity, Since 31 Aug 23 | CDSL4% ₹61 Cr 381,194
↑ 172,656 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5900034% ₹57 Cr 2,337,567 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN4% ₹55 Cr 325,622 Shriram Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | SHRIRAMFIN3% ₹42 Cr 562,890 Indian Bank (Financial Services)
Equity, Since 31 May 24 | 5328143% ₹39 Cr 454,070 Nuvama Wealth Management Ltd (Financial Services)
Equity, Since 30 Sep 25 | NUVAMA2% ₹38 Cr 53,053 7. Invesco India Contra Fund
Invesco India Contra Fund
Growth Launch Date 11 Apr 07 NAV (26 Nov 25) ₹138.92 ↑ 1.69 (1.23 %) Net Assets (Cr) ₹20,173 on 31 Oct 25 Category Equity - Contra AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.15 Information Ratio 0.89 Alpha Ratio -2.23 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 31 Oct 20 ₹10,000 31 Oct 21 ₹15,633 31 Oct 22 ₹16,151 31 Oct 23 ₹17,810 31 Oct 24 ₹26,842 31 Oct 25 ₹27,626 Returns for Invesco India Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.7% 3 Month 3.4% 6 Month 4.7% 1 Year 3.8% 3 Year 19.3% 5 Year 20.3% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 4% Fund Manager information for Invesco India Contra Fund
Name Since Tenure Amit Ganatra 1 Dec 23 1.92 Yr. Taher Badshah 13 Jan 17 8.81 Yr. Data below for Invesco India Contra Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 30.99% Consumer Cyclical 16.43% Health Care 12.83% Industrials 11.24% Technology 10.21% Basic Materials 3.96% Consumer Defensive 3.5% Energy 3.02% Communication Services 2.04% Real Estate 1.73% Asset Allocation
Asset Class Value Cash 1.24% Equity 98.72% Debt 0.02% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK7% ₹1,470 Cr 14,891,768 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK6% ₹1,221 Cr 9,076,843 Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY5% ₹940 Cr 6,341,218 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M4% ₹775 Cr 2,222,444 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT4% ₹766 Cr 1,900,679
↑ 58,783 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5322153% ₹641 Cr 5,201,150 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433203% ₹568 Cr 17,860,293
↓ -4,421,406 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Mar 24 | APOLLOHOSP3% ₹547 Cr 711,861 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN2% ₹494 Cr 2,912,482 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE2% ₹444 Cr 2,498,445 8. Invesco India Multicap Fund
Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (26 Nov 25) ₹131.25 ↑ 1.89 (1.46 %) Net Assets (Cr) ₹4,228 on 31 Oct 25 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio -0.3 Information Ratio -0.23 Alpha Ratio -4.87 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 31 Oct 20 ₹10,000 31 Oct 21 ₹16,796 31 Oct 22 ₹16,505 31 Oct 23 ₹19,002 31 Oct 24 ₹27,405 31 Oct 25 ₹27,187 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month -0.2% 3 Month 1.3% 6 Month 1.4% 1 Year -1.1% 3 Year 17.7% 5 Year 19.8% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 6.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 5.16 Yr. Taher Badshah 1 Jul 25 0.34 Yr. Manish Poddar 1 Jul 25 0.34 Yr. Data below for Invesco India Multicap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 28.3% Consumer Cyclical 24.85% Health Care 12.97% Industrials 12.55% Technology 10.17% Basic Materials 4.69% Real Estate 3.06% Communication Services 2.05% Asset Allocation
Asset Class Value Cash 1.34% Equity 98.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5433205% ₹193 Cr 6,080,065
↑ 239,443 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN4% ₹158 Cr 933,414 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹157 Cr 1,164,400
↓ -80,342 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5002514% ₹152 Cr 322,737
↑ 15,443 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON3% ₹136 Cr 87,498
↑ 11,160 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5433083% ₹125 Cr 1,729,774
↑ 301,501 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK3% ₹111 Cr 1,119,214 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | SWIGGY3% ₹109 Cr 2,650,523
↑ 815,479 Dr Agarwal’s Health Care Ltd (Healthcare)
Equity, Since 31 Jul 25 | AGARWALEYE3% ₹106 Cr 2,101,122 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | SAILIFE2% ₹103 Cr 1,123,728
↑ 143,820 9. Invesco India Largecap Fund
Invesco India Largecap Fund
Growth Launch Date 21 Aug 09 NAV (26 Nov 25) ₹71.92 ↑ 0.84 (1.18 %) Net Assets (Cr) ₹1,686 on 31 Oct 25 Category Equity - Large Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio 0.08 Information Ratio 0.72 Alpha Ratio 0.09 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 31 Oct 20 ₹10,000 31 Oct 21 ₹15,430 31 Oct 22 ₹15,027 31 Oct 23 ₹16,402 31 Oct 24 ₹22,710 31 Oct 25 ₹24,150 Returns for Invesco India Largecap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.3% 3 Month 4.5% 6 Month 4.9% 1 Year 5.8% 3 Year 16.9% 5 Year 17.7% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 4.6% Fund Manager information for Invesco India Largecap Fund
Name Since Tenure Amit Nigam 3 Sep 20 5.16 Yr. Hiten Jain 1 Dec 23 1.92 Yr. Data below for Invesco India Largecap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 27.55% Consumer Cyclical 16.22% Industrials 15.82% Technology 10.17% Health Care 8.34% Basic Materials 6.41% Consumer Defensive 5.3% Communication Services 3.9% Real Estate 3.14% Energy 1.31% Utility 0.73% Asset Allocation
Asset Class Value Cash 1.1% Equity 98.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK8% ₹128 Cr 1,298,508 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK6% ₹97 Cr 718,081 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY6% ₹94 Cr 632,779
↑ 17,779 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000344% ₹70 Cr 671,135 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 25 | KOTAKBANK4% ₹69 Cr 330,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL4% ₹66 Cr 320,404 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 25 | LT3% ₹56 Cr 138,213
↑ 138,213 Asian Paints Ltd (Basic Materials)
Equity, Since 28 Feb 22 | 5008203% ₹49 Cr 195,000
↑ 15,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO3% ₹49 Cr 87,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 21 | APOLLOHOSP3% ₹46 Cr 60,153 10. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (26 Nov 25) ₹127.03 ↑ 1.30 (1.03 %) Net Assets (Cr) ₹2,866 on 31 Oct 25 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.22 Information Ratio 0.23 Alpha Ratio -3.64 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹15,728 31 Oct 22 ₹14,757 31 Oct 23 ₹16,596 31 Oct 24 ₹23,503 31 Oct 25 ₹23,788 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month -1.3% 3 Month 1.6% 6 Month 2.1% 1 Year 0.2% 3 Year 16.4% 5 Year 16.6% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.2% 2023 30.9% 2022 -7.7% 2021 32.6% 2020 19.2% 2019 9.4% 2018 -1.3% 2017 35.7% 2016 3.4% 2015 5.8% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Amit Nigam 3 Sep 20 5.16 Yr. Deepesh Kashyap 1 Jul 25 0.34 Yr. Data below for Invesco India Tax Plan as on 31 Oct 25
Equity Sector Allocation
Sector Value Consumer Cyclical 24.49% Financial Services 19.88% Industrials 16.21% Technology 11.58% Health Care 9.55% Real Estate 5.21% Basic Materials 4.84% Consumer Defensive 3.78% Communication Services 2.38% Utility 1.4% Asset Allocation
Asset Class Value Cash 0.69% Equity 99.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY6% ₹160 Cr 1,078,351
↑ 22,351 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK5% ₹148 Cr 1,500,000
↓ -54,903 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹94 Cr 900,000
↓ -11,349 LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM3% ₹86 Cr 151,433
↓ -16,527 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Nov 22 | APOLLOHOSP3% ₹76 Cr 99,306 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Sep 24 | BECTORFOOD3% ₹74 Cr 552,157
↑ 12,157 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | JUBLFOOD3% ₹72 Cr 1,200,000
↑ 83,652 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | KOTAKBANK2% ₹72 Cr 340,766 Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 5434262% ₹71 Cr 629,000
↑ 59,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK2% ₹69 Cr 509,425
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