+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 Mid Cap Fund Growth ₹199.49
↓ -0.25 ₹14,721 500 9.1 16.5 11.1 22.9 19 6.3 Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹38.3545
↑ 0.25 ₹308 500 3.9 13.4 24 22.3 17 23.8 Invesco India Growth Opportunities Fund Growth ₹110.73
↓ -0.11 ₹11,746 100 10.1 16.7 9.4 22.1 16.4 4.7 Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹27.0609
↑ 0.18 ₹227 500 4.6 13.9 37.1 20.6 15 42.5 Invesco India PSU Equity Fund Growth ₹65.03
↑ 0.23 ₹1,473 500 0.1 -1.5 6.9 19.6 20 10.3 Invesco India Infrastructure Fund Growth ₹68.21
↑ 0.26 ₹1,540 500 3.6 18.1 7.5 18.6 18.2 -7.1 Invesco India Financial Services Fund Growth ₹148.14
↑ 0.50 ₹1,845 100 6.5 4.6 11 17.8 13.2 15.1 Invesco India Contra Fund Growth ₹136.28
↓ -0.20 ₹20,100 500 7.1 6.6 1.4 14.4 12.5 3.1 Invesco India Largecap Fund Growth ₹72.55
↓ -0.14 ₹1,847 100 7.1 8.4 4.9 13.4 10.6 5.5 Invesco India Multicap Fund Growth ₹133.75
↑ 0.16 ₹4,302 500 10 13.3 3.4 13.2 11.2 -6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Invesco India Mid Cap Fund Invesco India Feeder- Invesco Global Equity Income Fund Invesco India Growth Opportunities Fund Invesco India Feeder- Invesco Pan European Equity Fund Invesco India PSU Equity Fund Invesco India Infrastructure Fund Invesco India Financial Services Fund Invesco India Contra Fund Invesco India Largecap Fund Invesco India Multicap Fund Point 1 Top quartile AUM (₹14,721 Cr). Bottom quartile AUM (₹308 Cr). Upper mid AUM (₹11,746 Cr). Bottom quartile AUM (₹227 Cr). Bottom quartile AUM (₹1,473 Cr). Lower mid AUM (₹1,540 Cr). Lower mid AUM (₹1,845 Cr). Highest AUM (₹20,100 Cr). Upper mid AUM (₹1,847 Cr). Upper mid AUM (₹4,302 Cr). Point 2 Oldest track record among peers (19 yrs). Established history (12+ yrs). Established history (19+ yrs). Established history (12+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (17+ yrs). Established history (18+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.02% (top quartile). 5Y return: 16.96% (upper mid). 5Y return: 16.36% (upper mid). 5Y return: 14.95% (lower mid). 5Y return: 20.03% (top quartile). 5Y return: 18.17% (upper mid). 5Y return: 13.20% (lower mid). 5Y return: 12.51% (bottom quartile). 5Y return: 10.55% (bottom quartile). 5Y return: 11.22% (bottom quartile). Point 6 3Y return: 22.87% (top quartile). 3Y return: 22.26% (top quartile). 3Y return: 22.11% (upper mid). 3Y return: 20.58% (upper mid). 3Y return: 19.61% (upper mid). 3Y return: 18.65% (lower mid). 3Y return: 17.79% (lower mid). 3Y return: 14.36% (bottom quartile). 3Y return: 13.38% (bottom quartile). 3Y return: 13.17% (bottom quartile). Point 7 1Y return: 11.10% (upper mid). 1Y return: 23.99% (top quartile). 1Y return: 9.43% (upper mid). 1Y return: 37.11% (top quartile). 1Y return: 6.87% (lower mid). 1Y return: 7.54% (lower mid). 1Y return: 11.02% (upper mid). 1Y return: 1.39% (bottom quartile). 1Y return: 4.89% (bottom quartile). 1Y return: 3.38% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 3.86 (top quartile). Alpha: 0.00 (lower mid). Alpha: -6.88 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 5.84 (top quartile). Alpha: -3.51 (bottom quartile). Alpha: 3.75 (upper mid). Alpha: -3.48 (bottom quartile). Point 9 Sharpe: 0.29 (upper mid). Sharpe: 1.04 (top quartile). Sharpe: 0.23 (upper mid). Sharpe: 1.84 (top quartile). Sharpe: -0.16 (lower mid). Sharpe: 0.12 (lower mid). Sharpe: 0.18 (upper mid). Sharpe: -0.26 (bottom quartile). Sharpe: -0.25 (bottom quartile). Sharpe: -0.41 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 1.19 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.57 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.90 (top quartile). Information ratio: 0.82 (upper mid). Information ratio: 0.82 (upper mid). Information ratio: -0.20 (bottom quartile). Invesco India Mid Cap Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Growth Opportunities Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India PSU Equity Fund
Invesco India Infrastructure Fund
Invesco India Financial Services Fund
Invesco India Contra Fund
Invesco India Largecap Fund
Invesco India Multicap 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. Below is the key information for Invesco India Mid Cap 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 Growth Fund) The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved. Research Highlights for Invesco India Growth Opportunities Fund Below is the key information for Invesco India Growth Opportunities Fund Returns up to 1 year are on (Erstwhile Invesco India 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 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. Research Highlights for Invesco India PSU Equity Fund 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 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 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 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 Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (04 Sep 26) ₹199.49 ↓ -0.25 (-0.13 %) Net Assets (Cr) ₹14,721 on 31 Jul 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.29 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 Aug 21 ₹10,000 31 Aug 22 ₹10,702 31 Aug 23 ₹13,026 31 Aug 24 ₹20,065 31 Aug 25 ₹21,554 31 Aug 26 ₹24,732 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.4% 3 Month 9.1% 6 Month 16.5% 1 Year 11.1% 3 Year 22.9% 5 Year 19% 10 Year 15 Year Since launch 16.7% 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 2.81 Yr. Data below for Invesco India Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 27% Consumer Cyclical 20.7% Health Care 19.76% Industrials 12.86% Real Estate 9.2% Basic Materials 3.43% Utility 2.23% Technology 1.81% Asset Allocation
Asset Class Value Cash 3.01% Equity 96.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE7% ₹1,054 Cr 6,519,974
↑ 283,386 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹945 Cr 26,323,800
↑ 3,045,360 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH6% ₹915 Cr 8,326,618
↑ 3,085,574 Meesho Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | MEESHO5% ₹683 Cr 37,475,229
↑ 5,504,815 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹643 Cr 4,577,395 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406114% ₹622 Cr 5,936,790 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL4% ₹616 Cr 20,352,364
↓ -200,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK4% ₹598 Cr 5,906,941
↑ 298,376 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹569 Cr 1,559,643
↓ -249,878 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5335194% ₹561 Cr 18,019,000
↑ 1,164,027 2. Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (04 Sep 26) ₹38.3545 ↑ 0.25 (0.64 %) Net Assets (Cr) ₹308 on 31 Jul 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio 1.04 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 Aug 21 ₹10,000 31 Aug 22 ₹9,533 31 Aug 23 ₹12,068 31 Aug 24 ₹14,948 31 Aug 25 ₹18,025 31 Aug 26 ₹22,358 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 4 Sep 26 Duration Returns 1 Month -1.1% 3 Month 3.9% 6 Month 13.4% 1 Year 24% 3 Year 22.3% 5 Year 17% 10 Year 15 Year Since launch 11.5% 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 1.5 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Industrials 20.96% Financial Services 19.83% Technology 13.01% Consumer Cyclical 10.43% Health Care 8.25% Consumer Defensive 6.02% Basic Materials 5.65% Energy 1.94% Communication Services 1.68% Real Estate 1.59% Asset Allocation
Asset Class Value Cash 5.5% Equity 89.35% Debt 0.01% Other 5.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -96% ₹296 Cr 157,432 Triparty Repo
CBLO/Reverse Repo | -4% ₹12 Cr Net Receivables / (Payables)
CBLO | -0% ₹0 Cr 3. Invesco India Growth Opportunities Fund
Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (04 Sep 26) ₹110.73 ↓ -0.11 (-0.10 %) Net Assets (Cr) ₹11,746 on 31 Jul 26 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.23 Information Ratio 1.19 Alpha Ratio 3.86 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 Aug 21 ₹10,000 31 Aug 22 ₹10,269 31 Aug 23 ₹11,812 31 Aug 24 ₹18,457 31 Aug 25 ₹19,408 31 Aug 26 ₹21,935 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.8% 3 Month 10.1% 6 Month 16.7% 1 Year 9.4% 3 Year 22.1% 5 Year 16.4% 10 Year 15 Year Since launch 13.4% 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 2.73 Yr. Data below for Invesco India Growth Opportunities Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 25.39% Health Care 19.41% Consumer Cyclical 19.18% Industrials 18.96% Real Estate 7.97% Basic Materials 2.4% Communication Services 1.59% Utility 1.3% Technology 0.9% Asset Allocation
Asset Class Value Cash 2.88% Equity 97.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | ETERNAL8% ₹942 Cr 31,143,612 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH7% ₹867 Cr 7,896,916
↑ 228,546 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO7% ₹831 Cr 1,606,179
↑ 121,316 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK7% ₹830 Cr 5,780,757
↑ 532,261 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE5% ₹608 Cr 3,763,037
↑ 458,587 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE5% ₹563 Cr 4,283,799 ABB India Ltd (Industrials)
Equity, Since 30 Jun 23 | ABB5% ₹547 Cr 751,266
↑ 142,644 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002514% ₹491 Cr 1,633,683 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK3% ₹394 Cr 10,987,013 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 5335193% ₹353 Cr 11,339,315 4. Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (04 Sep 26) ₹27.0609 ↑ 0.18 (0.68 %) Net Assets (Cr) ₹227 on 31 Jul 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 0.95 Sharpe Ratio 1.84 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 Aug 21 ₹10,000 31 Aug 22 ₹8,801 31 Aug 23 ₹11,586 31 Aug 24 ₹12,933 31 Aug 25 ₹14,868 31 Aug 26 ₹20,446 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 4 Sep 26 Duration Returns 1 Month -0.4% 3 Month 4.6% 6 Month 13.9% 1 Year 37.1% 3 Year 20.6% 5 Year 15% 10 Year 15 Year Since launch 8.2% 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 1.5 Yr. Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Industrials 25.83% Financial Services 22.51% Health Care 8.18% Technology 8% Consumer Defensive 7.75% Basic Materials 6.39% Energy 6.33% Utility 4.19% Consumer Cyclical 3.78% Communication Services 2.53% Asset Allocation
Asset Class Value Cash 4.46% Equity 95.51% Debt 0.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Pan European Equity C EUR Acc
Investment Fund | -97% ₹219 Cr 463,645 Triparty Repo
CBLO/Reverse Repo | -4% ₹8 Cr Net Receivables / (Payables)
CBLO | -0% ₹0 Cr 5. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (04 Sep 26) ₹65.03 ↑ 0.23 (0.35 %) Net Assets (Cr) ₹1,473 on 30 Jun 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio -0.16 Information Ratio -0.57 Alpha Ratio -6.88 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹11,222 31 Aug 23 ₹14,270 31 Aug 24 ₹26,464 31 Aug 25 ₹23,314 31 Aug 26 ₹25,484 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.3% 3 Month 0.1% 6 Month -1.5% 1 Year 6.9% 3 Year 19.6% 5 Year 20% 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 1.08 Yr. Sagar Gandhi 1 Jul 25 1.08 Yr. Data below for Invesco India PSU Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 46.43% Financial Services 22.79% Energy 11.34% Utility 7.38% Basic Materials 4.96% Technology 3.33% Consumer Cyclical 2.49% Asset Allocation
Asset Class Value Cash 1.28% Equity 98.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL8% ₹121 Cr 261,137 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328148% ₹112 Cr 1,341,970 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN8% ₹112 Cr 1,090,507
↓ -232,587 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP7% ₹98 Cr 861,251
↑ 214,951 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL6% ₹81 Cr 2,078,629 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005475% ₹69 Cr 2,153,282
↓ -922,742 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 26 | CONCOR4% ₹65 Cr 1,237,114
↑ 1,237,114 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹59 Cr 315,700
↑ 44,938 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | BDL4% ₹59 Cr 471,527 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jul 26 | HONAUT4% ₹57 Cr 15,047
↑ 15,047 6. Invesco India Infrastructure Fund
Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (04 Sep 26) ₹68.21 ↑ 0.26 (0.38 %) Net Assets (Cr) ₹1,540 on 31 Jul 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio 0.12 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 Aug 21 ₹10,000 31 Aug 22 ₹11,206 31 Aug 23 ₹13,790 31 Aug 24 ₹23,229 31 Aug 25 ₹21,540 31 Aug 26 ₹23,580 Returns for Invesco India Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.1% 3 Month 3.6% 6 Month 18.1% 1 Year 7.5% 3 Year 18.6% 5 Year 18.2% 10 Year 15 Year Since launch 10.8% 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 1.42 Yr. Data below for Invesco India Infrastructure Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Industrials 74.44% Technology 5.88% Basic Materials 3.86% Consumer Cyclical 3.55% Real Estate 2.83% Communication Services 2.1% Energy 2.03% Health Care 1.17% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Sep 20 | HONAUT10% ₹150 Cr 39,388
↓ -02 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT6% ₹89 Cr 226,940
↑ 78,669 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 25 | SCHNEIDER6% ₹89 Cr 659,223 ABB India Ltd (Industrials)
Equity, Since 31 Jul 22 | ABB4% ₹64 Cr 87,215 Grindwell Norton Ltd (Industrials)
Equity, Since 30 Nov 18 | 5060764% ₹63 Cr 294,892 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO4% ₹57 Cr 109,554 Kaynes Technology India Ltd (Technology)
Equity, Since 30 Jun 26 | KAYNES4% ₹54 Cr 142,196
↑ 49,894 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Dec 25 | DREDGECORP3% ₹53 Cr 463,827 Linde India Ltd (Basic Materials)
Equity, Since 30 Jun 25 | 5234573% ₹52 Cr 76,426 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | BDL3% ₹51 Cr 405,988 7. Invesco India Financial Services Fund
Invesco India Financial Services Fund
Growth Launch Date 14 Jul 08 NAV (04 Sep 26) ₹148.14 ↑ 0.50 (0.34 %) Net Assets (Cr) ₹1,845 on 31 Jul 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio 0.18 Information Ratio 0.9 Alpha Ratio 5.84 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 Aug 21 ₹10,000 31 Aug 22 ₹9,970 31 Aug 23 ₹11,351 31 Aug 24 ₹16,042 31 Aug 25 ₹16,696 31 Aug 26 ₹18,934 Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.1% 3 Month 6.5% 6 Month 4.6% 1 Year 11% 3 Year 17.8% 5 Year 13.2% 10 Year 15 Year Since launch 16% 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 6.29 Yr. Haresh Kapoor 1 Jan 26 0.66 Yr. Data below for Invesco India Financial Services Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 94.81% Technology 4% Asset Allocation
Asset Class Value Cash 1.19% Equity 98.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK14% ₹250 Cr 1,738,628 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK11% ₹197 Cr 2,637,811
↓ -262,245 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322157% ₹124 Cr 1,005,744 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5900035% ₹97 Cr 2,826,883
↑ 162,960 BSE Ltd (Financial Services)
Equity, Since 30 Sep 23 | BSE4% ₹81 Cr 222,573
↑ 24,719 Shriram Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | SHRIRAMFIN4% ₹77 Cr 731,682 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC4% ₹75 Cr 240,125 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX4% ₹68 Cr 251,091 Nuvama Wealth Management Ltd (Financial Services)
Equity, Since 30 Sep 25 | NUVAMA4% ₹67 Cr 373,787 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN3% ₹64 Cr 347,691 8. Invesco India Contra Fund
Invesco India Contra Fund
Growth Launch Date 11 Apr 07 NAV (04 Sep 26) ₹136.28 ↓ -0.20 (-0.15 %) Net Assets (Cr) ₹20,100 on 31 Jul 26 Category Equity - Contra AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.26 Information Ratio 0.82 Alpha Ratio -3.51 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 Aug 21 ₹10,000 31 Aug 22 ₹10,569 31 Aug 23 ₹12,012 31 Aug 24 ₹18,307 31 Aug 25 ₹17,688 31 Aug 26 ₹18,495 Returns for Invesco India Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.5% 3 Month 7.1% 6 Month 6.6% 1 Year 1.4% 3 Year 14.4% 5 Year 12.5% 10 Year 15 Year Since launch 14.4% 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 9.55 Yr. Data below for Invesco India Contra Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 29.88% Consumer Cyclical 15.26% Industrials 14.18% Health Care 12.4% Technology 9.52% Basic Materials 4.87% Energy 4.45% Real Estate 2.79% Communication Services 2.58% Consumer Defensive 1.66% Asset Allocation
Asset Class Value Cash 0.5% Equity 99.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK6% ₹1,293 Cr 9,009,584
↓ -157,058 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT5% ₹976 Cr 2,477,814
↓ -57,449 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M4% ₹715 Cr 2,103,846
↓ -118,598 State Bank of India (Financial Services)
Equity, Since 31 May 26 | SBIN3% ₹585 Cr 5,693,852
↑ 599,481 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN3% ₹539 Cr 2,912,482 Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY3% ₹526 Cr 4,653,551
↓ -1,412,814 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL3% ₹518 Cr 2,628,845 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5322153% ₹505 Cr 4,105,355
↓ -1,681,191 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE2% ₹475 Cr 2,758,558 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK2% ₹463 Cr 12,908,524
↓ -610,721 9. Invesco India Largecap Fund
Invesco India Largecap Fund
Growth Launch Date 21 Aug 09 NAV (04 Sep 26) ₹72.55 ↓ -0.14 (-0.19 %) Net Assets (Cr) ₹1,847 on 30 Jun 26 Category Equity - Large Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio -0.25 Information Ratio 0.82 Alpha Ratio 3.75 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 Aug 21 ₹10,000 31 Aug 22 ₹10,212 31 Aug 23 ₹11,311 31 Aug 24 ₹16,181 31 Aug 25 ₹15,673 31 Aug 26 ₹17,040 Returns for Invesco India Largecap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.2% 3 Month 7.1% 6 Month 8.4% 1 Year 4.9% 3 Year 13.4% 5 Year 10.6% 10 Year 15 Year Since launch 12.3% 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 2.67 Yr. Data below for Invesco India Largecap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 34.42% Industrials 18.2% Consumer Cyclical 15.54% Technology 10.01% Health Care 9.22% Basic Materials 5.21% Communication Services 3.27% Real Estate 1.73% Consumer Defensive 1.41% Utility 0.47% Asset Allocation
Asset Class Value Cash 0.53% Equity 99.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK8% ₹159 Cr 1,110,038
↑ 140,595 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC5% ₹96 Cr 308,306
↑ 11,936 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK4% ₹84 Cr 1,128,336
↓ -256,508 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000344% ₹77 Cr 671,135 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY4% ₹73 Cr 646,679 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO4% ₹70 Cr 135,614
↑ 22,082 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL4% ₹70 Cr 2,302,684 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 25 | LT4% ₹68 Cr 173,437 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹63 Cr 320,404 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 23 | 5327553% ₹61 Cr 370,579 10. Invesco India Multicap Fund
Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (04 Sep 26) ₹133.75 ↑ 0.16 (0.12 %) Net Assets (Cr) ₹4,302 on 30 Jun 26 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio -0.41 Information Ratio -0.2 Alpha Ratio -3.48 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 Aug 21 ₹10,000 31 Aug 22 ₹10,081 31 Aug 23 ₹11,768 31 Aug 24 ₹17,407 31 Aug 25 ₹16,431 31 Aug 26 ₹17,364 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.8% 3 Month 10% 6 Month 13.3% 1 Year 3.4% 3 Year 13.2% 5 Year 11.2% 10 Year 15 Year Since launch 15.1% 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 1.17 Yr. Manish Poddar 1 Jul 25 1.17 Yr. Data below for Invesco India Multicap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 29.61% Consumer Cyclical 21.08% Industrials 16.4% Health Care 12.55% Basic Materials 5.73% Technology 5.72% Real Estate 3.79% Consumer Defensive 1.94% Communication Services 1.78% Asset Allocation
Asset Class Value Cash 1.38% Equity 98.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | ETERNAL4% ₹176 Cr 5,822,325 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹167 Cr 1,161,709
↑ 94,220 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 24 | INDIGO3% ₹139 Cr 268,532 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | SAILIFE3% ₹113 Cr 859,147
↓ -86,070 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | 5323433% ₹112 Cr 260,356 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322153% ₹112 Cr 911,858 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5433083% ₹110 Cr 1,370,346 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 25 | 5407672% ₹106 Cr 914,150 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN2% ₹105 Cr 566,794 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5406112% ₹101 Cr 966,200
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 Mid Cap Fund