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10 Best Invesco SIP Mutual Funds 2023 | Best SIP Funds

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Best Invesco SIP Mutual Funds 2023

Updated on January 25, 2023 , 8692 views

Invesco SIP is an ideal way to invest in Mutual Funds. It is a systematic method for long-term investments and also to fulfil your Financial goals. In a SIP or Systematic Investment plan, you can invest a small sum of money at a stipulated interval. Being the most affordable means of investment, you can start Investing in a SIP with just INR 500. Investors can plan their long-term goals like retirement, purchase of a house/car, marriage, etc., with a SIP. Investors planning to invest in Equity Funds, a SIP is the ideal way to invest through. Due to its investing style, it balances the pitfalls of the equity Market.

Invesco

Why Invest in Invesco SIP Mutual Funds?

Some of the benefits of SIPs are:

Investors keen to invest in a SIP, here are the best Invesco SIP Mutual Funds for equity investments. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.

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Best SIP Funds by Invesco Mutual Fund for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Invesco India Infrastructure Fund Growth ₹31.64
↓ -0.42
₹440 500 -23.52.119.310.32.3
Invesco India Mid Cap Fund Growth ₹86.26
↓ -1.05
₹2,678 500 -3.24.60.217.4110.5
Invesco India Contra Fund Growth ₹77.5
↓ -1.19
₹9,634 500 -34.41.615.39.73.8
Invesco India PSU Equity Fund Growth ₹29.61
↓ -0.80
₹415 500 -2.313.712.415.38.320.5
Invesco India Multicap Fund Growth ₹77
↓ -1.17
₹2,376 500 -2.74.8-1.814.97.8-2.2
Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹19.2182
↑ 0.31
₹12 500 22158.811.78.1-2.1
Invesco India Largecap Fund Growth ₹41.89
↓ -0.79
₹748 100 -4.40.9-5.811.48.1-3
Invesco India Growth Opportunities Fund Growth ₹51.11
↓ -0.73
₹3,869 100 -3.84.1-0.511.18.6-0.4
Invesco India Tax Plan Growth ₹74.81
↓ -1.25
₹1,892 500 -4.21.4-8.7118-7.7
Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹14.7534
↑ 0.19
₹36 500 22.525.49.110.74.81.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23

1. Invesco India Infrastructure Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a CAGR/Annualized return of 7.9% since its launch.  Ranked 24 in Sectoral category.  Return for 2022 was 2.3% , 2021 was 55.4% and 2020 was 16.2% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund
Growth
Launch Date 21 Nov 07
NAV (27 Jan 23) ₹31.64 ↓ -0.42   (-1.31 %)
Net Assets (Cr) ₹440 on 31 Dec 22
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.55
Sharpe Ratio -0.09
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,415
31 Dec 19₹8,926
31 Dec 20₹10,368
31 Dec 21₹16,115
31 Dec 22₹16,483

Invesco India Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Invesco India Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -1.5%
3 Month -2%
6 Month 3.5%
1 Year 2.1%
3 Year 19.3%
5 Year 10.3%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.3%
2021 55.4%
2020 16.2%
2019 6.1%
2018 -15.8%
2017 48.1%
2016 0.8%
2015 -2.6%
2014 83.6%
2013 -4.1%
Fund Manager information for Invesco India Infrastructure Fund
NameSinceTenure
Amit Nigam3 Sep 202.33 Yr.

Data below for Invesco India Infrastructure Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials58.8%
Basic Materials12.08%
Utility11.91%
Consumer Cyclical4.85%
Energy4.17%
Communication Services4%
Technology2.34%
Real Estate0.95%
Asset Allocation
Asset ClassValue
Cash0.9%
Equity99.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
8%₹35 Cr166,311
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 532898
6%₹27 Cr1,205,060
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 19 | ULTRACEMCO
5%₹23 Cr32,495
↑ 13,989
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 19 | KEI
4%₹20 Cr130,147
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 21 | RELIANCE
4%₹19 Cr68,836
↓ -16,286
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL
4%₹18 Cr212,407
↓ -24,616
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 21 | 500480
4%₹17 Cr117,225
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 17 | BEL
3%₹16 Cr1,494,127
↑ 193,801
PNC Infratech Ltd (Industrials)
Equity, Since 31 May 17 | PNCINFRA
3%₹16 Cr563,621
KNR Constructions Ltd (Industrials)
Equity, Since 28 Feb 21 | 532942
3%₹14 Cr544,661

2. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 38 in Mid Cap category.  Return for 2022 was 0.5% , 2021 was 43.1% and 2020 was 24.4% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (27 Jan 23) ₹86.26 ↓ -1.05   (-1.20 %)
Net Assets (Cr) ₹2,678 on 31 Dec 22
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio -0.2
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,473
31 Dec 19₹9,834
31 Dec 20₹12,231
31 Dec 21₹17,507
31 Dec 22₹17,597

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -3.1%
3 Month -3.2%
6 Month 4.6%
1 Year 0.2%
3 Year 17.4%
5 Year 11%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.5%
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
2013 6.2%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Pranav Gokhale29 Mar 184.76 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical27.73%
Financial Services17.39%
Industrials15.12%
Basic Materials12.11%
Health Care7.5%
Technology7.19%
Consumer Defensive5.67%
Real Estate2.49%
Communication Services1.12%
Utility0.91%
Asset Allocation
Asset ClassValue
Cash2.78%
Equity97.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
3%₹84 Cr567,888
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹76 Cr2,849,847
↓ -177,843
Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | 532134
3%₹72 Cr4,359,494
↓ -121,633
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST
3%₹72 Cr787,703
↓ -74,139
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT
3%₹70 Cr168,098
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 500493
2%₹66 Cr769,012
↓ -22,361
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
2%₹66 Cr692,674
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA
2%₹65 Cr1,180,613
↓ -87,729
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | CRAFTSMAN
2%₹63 Cr208,135
↓ -22,018
Abbott India Ltd (Healthcare)
Equity, Since 28 Feb 22 | ABBOTINDIA
2%₹62 Cr30,514

3. Invesco India Contra Fund

The investment objective of the Scheme is to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation through means of contrarian investing.

Invesco India Contra Fund is a Equity - Contra fund was launched on 11 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 11 in Contra category.  Return for 2022 was 3.8% , 2021 was 29.6% and 2020 was 21.2% .

Below is the key information for Invesco India Contra Fund

Invesco India Contra Fund
Growth
Launch Date 11 Apr 07
NAV (27 Jan 23) ₹77.5 ↓ -1.19   (-1.51 %)
Net Assets (Cr) ₹9,634 on 31 Dec 22
Category Equity - Contra
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio -0.01
Information Ratio -0.02
Alpha Ratio -0.99
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,674
31 Dec 19₹10,249
31 Dec 20₹12,419
31 Dec 21₹16,092
31 Dec 22₹16,701

Invesco India Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Invesco India Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -2.9%
3 Month -3%
6 Month 4.4%
1 Year 1.6%
3 Year 15.3%
5 Year 9.7%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.8%
2021 29.6%
2020 21.2%
2019 5.9%
2018 -3.3%
2017 45.6%
2016 6.7%
2015 4%
2014 63%
2013 4.7%
Fund Manager information for Invesco India Contra Fund
NameSinceTenure
Taher Badshah10 Jan 175.98 Yr.
Dhimant Kothari19 May 202.62 Yr.

Data below for Invesco India Contra Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services32.36%
Industrials12.36%
Technology11.27%
Consumer Cyclical10.79%
Health Care6.84%
Energy6.46%
Basic Materials6.1%
Consumer Defensive5.22%
Utility3.97%
Communication Services1.28%
Real Estate1.1%
Asset Allocation
Asset ClassValue
Cash2.23%
Equity97.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
9%₹875 Cr5,440,416
↑ 446,020
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
9%₹854 Cr8,962,480
Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY
7%₹669 Cr4,093,214
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
6%₹595 Cr2,177,316
↑ 421,987
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹409 Cr6,786,639
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 532215
3%₹323 Cr3,586,891
↑ 549,354
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT
3%₹299 Cr1,443,164
↑ 121,683
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 16 | SUNPHARMA
3%₹292 Cr2,794,681
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 532555
3%₹290 Cr16,818,783
↑ 2,410,202
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jan 22 | HINDUNILVR
2%₹213 Cr794,044

4. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 8.6% since its launch.  Ranked 33 in Sectoral category.  Return for 2022 was 20.5% , 2021 was 31.1% and 2020 was 6.1% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (27 Jan 23) ₹29.61 ↓ -0.80   (-2.63 %)
Net Assets (Cr) ₹415 on 31 Dec 22
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio 0.8
Information Ratio 0.03
Alpha Ratio -4.12
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,310
31 Dec 19₹9,148
31 Dec 20₹9,703
31 Dec 21₹12,716
31 Dec 22₹15,327

Invesco India PSU Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -3%
3 Month -2.3%
6 Month 13.7%
1 Year 12.4%
3 Year 15.3%
5 Year 8.3%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
2014 54.5%
2013 -15.1%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 202.62 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services30.73%
Utility26.09%
Industrials22.02%
Energy12.3%
Basic Materials5.73%
Asset Allocation
Asset ClassValue
Cash3.12%
Equity96.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
10%₹42 Cr704,963
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
10%₹41 Cr2,403,274
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134
9%₹38 Cr2,290,019
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹37 Cr3,516,456
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
7%₹31 Cr1,385,798
Coal India Ltd (Energy)
Equity, Since 30 Sep 21 | COALINDIA
7%₹29 Cr1,280,554
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR
6%₹26 Cr335,047
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
5%₹23 Cr666,300
↓ -244,512
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
4%₹15 Cr571,262
↑ 64,579
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | 541154
4%₹15 Cr54,266

5. Invesco India Multicap Fund

(Erstwhile Invesco India Mid N Small Cap Fund)

The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies.

Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 37 in Multi Cap category.  Return for 2022 was -2.2% , 2021 was 40.7% and 2020 was 18.8% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (27 Jan 23) ₹77 ↓ -1.17   (-1.50 %)
Net Assets (Cr) ₹2,376 on 31 Dec 22
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio -0.37
Information Ratio -0.5
Alpha Ratio -5.23
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.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,749
31 Dec 19₹9,153
31 Dec 20₹10,875
31 Dec 21₹15,297
31 Dec 22₹14,961

Invesco India Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Invesco India Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -2.4%
3 Month -2.7%
6 Month 4.8%
1 Year -1.8%
3 Year 14.9%
5 Year 7.8%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -2.2%
2021 40.7%
2020 18.8%
2019 4.6%
2018 -12.5%
2017 46.2%
2016 0.7%
2015 6.7%
2014 72.1%
2013 11.2%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 202.33 Yr.
Pranav Gokhale29 Mar 184.76 Yr.

Data below for Invesco India Multicap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services26.83%
Industrials19.81%
Consumer Cyclical13.85%
Basic Materials9.39%
Technology7.44%
Health Care6.18%
Consumer Defensive5.22%
Energy4.1%
Utility2.88%
Communication Services1.2%
Real Estate0.96%
Asset Allocation
Asset ClassValue
Cash2.14%
Equity97.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
7%₹158 Cr1,656,565
↑ 158,327
Infosys Ltd (Technology)
Equity, Since 31 Mar 22 | INFY
6%₹136 Cr832,520
↑ 51,564
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹98 Cr359,606
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 532215
3%₹68 Cr756,400
State Bank of India (Financial Services)
Equity, Since 31 Mar 21 | SBIN
2%₹58 Cr970,911
↑ 105,242
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
2%₹56 Cr2,096,711
Timken India Ltd (Industrials)
Equity, Since 30 Apr 17 | 522113
2%₹55 Cr165,971
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Aug 21 | 500425
2%₹55 Cr957,682
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST
2%₹50 Cr545,026
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | HDFCBANK
2%₹48 Cr298,778
↑ 298,778

6. Invesco India Feeder- Invesco Global Equity Income Fund

(Erstwhile Invesco India Global Equity Income Fund)

To provide capital appreciation and/or income by investing predominantly in units of Invesco Global Equity Income Fund, an overseas equity fund which invests primarily in equities of companies worldwide. The Scheme may, at the discretion of Fund Manager, also invest in units of other similar Overseas Mutual Funds with similar objectives, strategy and attributes which may constitute a significant portion of its net assets.

Invesco India Feeder- Invesco Global Equity Income Fund is a Equity - Global fund was launched on 5 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 12 in Global category.  Return for 2022 was -2.1% , 2021 was 21% and 2020 was 7.3% .

Below is the key information for Invesco India Feeder- Invesco Global Equity Income Fund

Invesco India Feeder- Invesco Global Equity Income Fund
Growth
Launch Date 5 May 14
NAV (27 Jan 23) ₹19.2182 ↑ 0.31   (1.64 %)
Net Assets (Cr) ₹12 on 31 Dec 22
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 0.94
Sharpe Ratio -0.22
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,252
31 Dec 19₹11,540
31 Dec 20₹12,384
31 Dec 21₹14,982
31 Dec 22₹14,672

Invesco India Feeder- Invesco Global Equity Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Invesco India Feeder- Invesco Global Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month 7.6%
3 Month 22%
6 Month 15%
1 Year 8.8%
3 Year 11.7%
5 Year 8.1%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -2.1%
2021 21%
2020 7.3%
2019 24.7%
2018 -7.5%
2017 13.2%
2016 2.6%
2015 4%
2014
2013
Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
NameSinceTenure
Amit Nigam9 Jul 220.48 Yr.

Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services19.77%
Technology19.11%
Industrials13.33%
Consumer Cyclical12.8%
Real Estate7.21%
Communication Services6.63%
Consumer Defensive5.64%
Health Care3.84%
Energy2.63%
Asset Allocation
Asset ClassValue
Cash3.03%
Equity90.97%
Other6.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco Global Equity Income C USD Acc
Investment Fund | -
98%₹11 Cr13,528
↓ -334
Triparty Repo
CBLO/Reverse Repo | -
3%₹0 Cr
Net Receivables / (Payables)
CBLO | -
0%₹0 Cr

7. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 39 in Large Cap category.  Return for 2022 was -3% , 2021 was 32.5% and 2020 was 14.1% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (27 Jan 23) ₹41.89 ↓ -0.79   (-1.85 %)
Net Assets (Cr) ₹748 on 31 Dec 22
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio -0.44
Information Ratio -0.35
Alpha Ratio -7.85
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,956
31 Dec 19₹11,001
31 Dec 20₹12,547
31 Dec 21₹16,629
31 Dec 22₹16,132

Invesco India Largecap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -4.4%
3 Month -4.4%
6 Month 0.9%
1 Year -5.8%
3 Year 11.4%
5 Year 8.1%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3%
2021 32.5%
2020 14.1%
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
2014 39.5%
2013 9.2%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 202.33 Yr.
Dhimant Kothari14 Sep 220.3 Yr.

Data below for Invesco India Largecap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services34.55%
Technology13.63%
Industrials11.81%
Energy8.45%
Consumer Cyclical7.79%
Consumer Defensive6.7%
Basic Materials5.5%
Health Care4.84%
Communication Services3.16%
Utility2.26%
Asset Allocation
Asset ClassValue
Cash1.3%
Equity98.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
9%₹73 Cr443,722
↑ 71,693
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
9%₹72 Cr450,310
↑ 15,611
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
8%₹65 Cr238,675
↑ 14,623
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
7%₹58 Cr604,264
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
4%₹28 Cr145,929
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 22 | ITC
4%₹28 Cr814,205
State Bank of India (Financial Services)
Equity, Since 30 Apr 21 | SBIN
3%₹25 Cr414,536
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹24 Cr287,646
↓ -46,813
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹24 Cr262,610
LTIMindtree Ltd (Technology)
Equity, Since 31 Jan 22 | LTIM
2%₹18 Cr37,594
↑ 7,340

8. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2022 was -0.4% , 2021 was 29.7% and 2020 was 13.3% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (27 Jan 23) ₹51.11 ↓ -0.73   (-1.41 %)
Net Assets (Cr) ₹3,869 on 31 Dec 22
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.93
Sharpe Ratio -0.26
Information Ratio -1.18
Alpha Ratio -4.84
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.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,976
31 Dec 19₹11,043
31 Dec 20₹12,509
31 Dec 21₹16,220
31 Dec 22₹16,159

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -3.7%
3 Month -3.8%
6 Month 4.1%
1 Year -0.5%
3 Year 11.1%
5 Year 8.6%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -0.4%
2021 29.7%
2020 13.3%
2019 10.7%
2018 -0.2%
2017 39.6%
2016 3.3%
2015 3.8%
2014 43.7%
2013 11.5%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Pranav Gokhale19 May 202.62 Yr.
Amit Ganatra21 Jan 220.94 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services28.23%
Consumer Cyclical17.99%
Industrials13.39%
Technology9.58%
Basic Materials8.51%
Health Care6.09%
Consumer Defensive4.84%
Utility3.55%
Energy2.86%
Real Estate2.03%
Communication Services1.43%
Asset Allocation
Asset ClassValue
Cash1.49%
Equity98.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
8%₹324 Cr3,397,229
↓ -62,711
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
6%₹249 Cr1,547,090
Infosys Ltd (Technology)
Equity, Since 31 Dec 20 | INFY
6%₹223 Cr1,364,441
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹144 Cr2,383,888
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹137 Cr1,518,744
NTPC Ltd (Utilities)
Equity, Since 30 Apr 21 | 532555
3%₹118 Cr6,873,377
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 21 | RELIANCE
3%₹112 Cr411,664
↓ -15,802
Persistent Systems Ltd (Technology)
Equity, Since 31 May 21 | PERSISTENT
2%₹88 Cr211,691
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 21 | LT
2%₹86 Cr415,540
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL
2%₹86 Cr507,557

9. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 17 in ELSS category.  Return for 2022 was -7.7% , 2021 was 32.6% and 2020 was 19.2% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (27 Jan 23) ₹74.81 ↓ -1.25   (-1.64 %)
Net Assets (Cr) ₹1,892 on 31 Dec 22
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.7
Information Ratio -0.86
Alpha Ratio -12.53
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,875
31 Dec 19₹10,806
31 Dec 20₹12,877
31 Dec 21₹17,069
31 Dec 22₹15,762

Invesco India Tax Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Invesco India Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -4.3%
3 Month -4.2%
6 Month 1.4%
1 Year -8.7%
3 Year 11%
5 Year 8%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -7.7%
2021 32.6%
2020 19.2%
2019 9.4%
2018 -1.3%
2017 35.7%
2016 3.4%
2015 5.8%
2014 54.3%
2013 10.1%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Nigam3 Sep 202.33 Yr.
Dhimant Kothari29 Mar 184.76 Yr.

Data below for Invesco India Tax Plan as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services32.5%
Technology13.21%
Consumer Cyclical12.82%
Industrials11.64%
Basic Materials6.69%
Energy6.48%
Consumer Defensive5.22%
Health Care4.63%
Utility3.23%
Communication Services2.79%
Asset Allocation
Asset ClassValue
Cash0.81%
Equity99.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
10%₹200 Cr742,649
Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY
8%₹155 Cr946,733
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹127 Cr464,434
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹125 Cr1,310,060
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹61 Cr672,570
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
3%₹58 Cr297,753
LTIMindtree Ltd (Technology)
Equity, Since 30 Apr 22 | LTIM
3%₹55 Cr114,665
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹55 Cr643,148
↓ -236,560
KEI Industries Ltd (Industrials)
Equity, Since 30 Apr 21 | KEI
3%₹52 Cr337,835
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 22 | 540376
3%₹50 Cr123,883

10. Invesco India Feeder- Invesco Pan European Equity Fund

(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.

Invesco India Feeder- Invesco Pan European Equity Fund is a Equity - Global fund was launched on 31 Jan 14. It is a fund with High risk and has given a CAGR/Annualized return of 4.4% since its launch.  Ranked 20 in Global category.  Return for 2022 was 1.6% , 2021 was 16.6% and 2020 was 1.6% .

Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund

Invesco India Feeder- Invesco Pan European Equity Fund
Growth
Launch Date 31 Jan 14
NAV (27 Jan 23) ₹14.7534 ↑ 0.19   (1.31 %)
Net Assets (Cr) ₹36 on 31 Dec 22
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 0.56
Sharpe Ratio -0.02
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,884
31 Dec 19₹10,413
31 Dec 20₹10,575
31 Dec 21₹12,333
31 Dec 22₹12,527

Invesco India Feeder- Invesco Pan European Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Invesco India Feeder- Invesco Pan European Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month 8.5%
3 Month 22.5%
6 Month 25.4%
1 Year 9.1%
3 Year 10.7%
5 Year 4.8%
10 Year
15 Year
Since launch 4.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1.6%
2021 16.6%
2020 1.6%
2019 17.2%
2018 -11.2%
2017 14.8%
2016 -0.2%
2015 0.6%
2014
2013
Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
NameSinceTenure
Amit Nigam9 Jul 220.48 Yr.

Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials16.84%
Financial Services15.37%
Basic Materials11.88%
Energy11.58%
Health Care9.68%
Consumer Cyclical7.92%
Utility6.58%
Technology5.92%
Consumer Defensive5.83%
Communication Services4.35%
Real Estate0.63%
Asset Allocation
Asset ClassValue
Cash3.39%
Equity96.59%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco Pan European Equity C EUR Acc
Investment Fund | -
98%₹41 Cr183,429
↓ -91,714
Triparty Repo
CBLO/Reverse Repo | -
3%₹1 Cr
Net Receivables / (Payables)
CBLO | -
1%₹0 Cr

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in Invesco Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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