+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 (%) 2025 (%) Invesco India PSU Equity Fund Growth ₹64.07
↓ -0.89 ₹1,520 500 -3.4 0.6 -2.1 24 21 10.3 Invesco India Mid Cap Fund Growth ₹181.12
↓ -2.47 ₹11,767 500 6 -0.3 2.1 23.4 19.2 6.3 Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹36.5416
↓ -0.28 ₹241 500 10.5 15 23.6 22 16.3 23.8 Invesco India Infrastructure Fund Growth ₹65.14
↓ -0.45 ₹1,457 500 11 9.9 -0.4 21.5 19.7 -7.1 Invesco India Growth Opportunities Fund Growth ₹99.77
↓ -1.18 ₹9,761 100 5.8 0 -0.3 21.5 16.4 4.7 Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹25.334
↓ -0.47 ₹166 500 8.2 17.3 32.3 19 13.5 42.5 Invesco India Financial Services Fund Growth ₹138.66
↓ -0.94 ₹1,673 100 -1.8 -3.2 -0.3 16.7 13.5 15.1 Invesco India Contra Fund Growth ₹126.53
↓ -0.88 ₹19,406 500 -0.6 -6.9 -6.5 15.2 12.8 3.1 Invesco India Largecap Fund Growth ₹67.21
↓ -0.36 ₹1,722 100 0.9 -4.2 -3.3 13.1 11.7 5.5 Invesco India Multicap Fund Growth ₹120.38
↓ -1.20 ₹3,995 500 2.5 -4.2 -9.3 13 11.1 -6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jun 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Invesco India PSU Equity Fund Invesco India Mid Cap Fund Invesco India Feeder- Invesco Global Equity Income Fund Invesco India Infrastructure Fund Invesco India Growth Opportunities Fund Invesco India Feeder- Invesco Pan European Equity Fund Invesco India Financial Services Fund Invesco India Contra Fund Invesco India Largecap Fund Invesco India Multicap Fund Point 1 Lower mid AUM (₹1,520 Cr). Top quartile AUM (₹11,767 Cr). Bottom quartile AUM (₹241 Cr). Bottom quartile AUM (₹1,457 Cr). Upper mid AUM (₹9,761 Cr). Bottom quartile AUM (₹166 Cr). Lower mid AUM (₹1,673 Cr). Highest AUM (₹19,406 Cr). Upper mid AUM (₹1,722 Cr). Upper mid AUM (₹3,995 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (19 yrs). Established history (12+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (16+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 3★ (lower mid). Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.95% (top quartile). 5Y return: 19.17% (upper mid). 5Y return: 16.27% (upper mid). 5Y return: 19.68% (top quartile). 5Y return: 16.40% (upper mid). 5Y return: 13.52% (lower mid). 5Y return: 13.53% (lower mid). 5Y return: 12.78% (bottom quartile). 5Y return: 11.67% (bottom quartile). 5Y return: 11.06% (bottom quartile). Point 6 3Y return: 24.00% (top quartile). 3Y return: 23.36% (top quartile). 3Y return: 21.95% (upper mid). 3Y return: 21.53% (upper mid). 3Y return: 21.46% (upper mid). 3Y return: 18.99% (lower mid). 3Y return: 16.70% (lower mid). 3Y return: 15.19% (bottom quartile). 3Y return: 13.11% (bottom quartile). 3Y return: 13.00% (bottom quartile). Point 7 1Y return: -2.14% (lower mid). 1Y return: 2.08% (upper mid). 1Y return: 23.60% (top quartile). 1Y return: -0.37% (lower mid). 1Y return: -0.26% (upper mid). 1Y return: 32.26% (top quartile). 1Y return: -0.32% (upper mid). 1Y return: -6.47% (bottom quartile). 1Y return: -3.28% (bottom quartile). 1Y return: -9.33% (bottom quartile). Point 8 Alpha: -6.52 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 2.57 (top quartile). Alpha: 0.00 (lower mid). Alpha: 8.36 (top quartile). Alpha: -4.09 (bottom quartile). Alpha: 1.01 (upper mid). Alpha: -8.11 (bottom quartile). Point 9 Sharpe: 0.38 (upper mid). Sharpe: 0.42 (upper mid). Sharpe: 1.56 (top quartile). Sharpe: 0.28 (upper mid). Sharpe: 0.23 (lower mid). Sharpe: 1.89 (top quartile). Sharpe: 0.21 (lower mid). Sharpe: -0.25 (bottom quartile). Sharpe: -0.11 (bottom quartile). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: -0.68 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.83 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 1.04 (top quartile). Information ratio: 0.73 (upper mid). Information ratio: 0.75 (upper mid). Information ratio: -0.66 (bottom quartile). Invesco India PSU Equity Fund
Invesco India Mid Cap Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Infrastructure Fund
Invesco India Growth Opportunities Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Financial Services Fund
Invesco India Contra Fund
Invesco India Largecap Fund
Invesco India Multicap Fund
To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Invesco India 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 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 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 (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 PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (10 Jun 26) ₹64.07 ↓ -0.89 (-1.37 %) Net Assets (Cr) ₹1,520 on 30 Apr 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 0.38 Information Ratio -0.68 Alpha Ratio -6.52 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 May 21 ₹10,000 31 May 22 ₹10,735 31 May 23 ₹13,546 31 May 24 ₹27,302 31 May 25 ₹26,817 31 May 26 ₹27,281 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -5.9% 3 Month -3.4% 6 Month 0.6% 1 Year -2.1% 3 Year 24% 5 Year 21% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.3% 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% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0.92 Yr. Sagar Gandhi 1 Jul 25 0.92 Yr. Data below for Invesco India PSU Equity Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 30.48% Financial Services 29.04% Utility 19.36% Energy 13.82% Basic Materials 3.27% Consumer Cyclical 1.63% Asset Allocation
Asset Class Value Cash 2.4% Equity 97.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN8% ₹125 Cr 1,171,232 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL7% ₹113 Cr 261,137 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328147% ₹108 Cr 1,263,319
↑ 105,875 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005476% ₹92 Cr 3,076,024 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL6% ₹90 Cr 2,078,629 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN5% ₹75 Cr 6,852,914 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325555% ₹72 Cr 1,801,543 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 5321345% ₹69 Cr 2,611,219 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | BDL4% ₹64 Cr 471,527 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP4% ₹61 Cr 646,300 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (10 Jun 26) ₹181.12 ↓ -2.47 (-1.35 %) Net Assets (Cr) ₹11,767 on 30 Apr 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.42 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 May 21 ₹10,000 31 May 22 ₹10,957 31 May 23 ₹12,922 31 May 24 ₹18,730 31 May 25 ₹22,914 31 May 26 ₹24,800 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -3.5% 3 Month 6% 6 Month -0.3% 1 Year 2.1% 3 Year 23.4% 5 Year 19.2% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 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% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.56 Yr. Data below for Invesco India Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 31.83% Health Care 18.66% Consumer Cyclical 16.99% Industrials 13.33% Real Estate 8.93% Basic Materials 4.09% Technology 4% Utility 2.02% Asset Allocation
Asset Class Value Cash 0.15% Equity 99.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE6% ₹728 Cr 5,146,315
↑ 962,063 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE6% ₹691 Cr 1,899,237 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK5% ₹640 Cr 22,304,132 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406115% ₹603 Cr 5,936,790 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL4% ₹528 Cr 21,367,256
↑ 11,846,356 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹520 Cr 5,241,044
↑ 466,848 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹511 Cr 4,577,395
↑ 546,806 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹487 Cr 1,133,153
↑ 90,112 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK4% ₹473 Cr 5,164,015
↑ 234,829 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹471 Cr 16,854,973 3. Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (10 Jun 26) ₹36.5416 ↓ -0.28 (-0.76 %) Net Assets (Cr) ₹241 on 30 Apr 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio 1.56 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 May 21 ₹10,000 31 May 22 ₹10,145 31 May 23 ₹11,475 31 May 24 ₹14,074 31 May 25 ₹16,737 31 May 26 ₹22,059 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 10 Jun 26 Duration Returns 1 Month 0.1% 3 Month 10.5% 6 Month 15% 1 Year 23.6% 3 Year 22% 5 Year 16.3% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 23.8% 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% Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 1.25 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 20.37% Technology 19.45% Financial Services 18.8% Consumer Cyclical 9.41% Health Care 6.88% Consumer Defensive 5.77% Basic Materials 5.05% Energy 2.48% Communication Services 1.85% Real Estate 1.8% Asset Allocation
Asset Class Value Cash 3.11% Equity 91.86% Other 5.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -97% ₹233 Cr 132,648 Triparty Repo
CBLO/Reverse Repo | -3% ₹8 Cr Net Receivables / (Payables)
CBLO | -0% ₹0 Cr 4. Invesco India Infrastructure Fund
Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (10 Jun 26) ₹65.14 ↓ -0.45 (-0.69 %) Net Assets (Cr) ₹1,457 on 30 Apr 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio 0.28 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 May 21 ₹10,000 31 May 22 ₹11,511 31 May 23 ₹13,755 31 May 24 ₹24,602 31 May 25 ₹24,831 31 May 26 ₹25,841 Returns for Invesco India Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -1.3% 3 Month 11% 6 Month 9.9% 1 Year -0.4% 3 Year 21.5% 5 Year 19.7% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -7.1% 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% Fund Manager information for Invesco India Infrastructure Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 1.25 Yr. Data below for Invesco India Infrastructure Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 78.04% Consumer Cyclical 3.87% Basic Materials 3.29% Real Estate 2.87% Communication Services 2.68% Energy 2.5% Technology 1.99% Utility 1.65% Health Care 1.11% Asset Allocation
Asset Class Value Cash 1.99% Equity 98.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Sep 20 | HONAUT8% ₹110 Cr 35,436
↑ 2,484 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT7% ₹103 Cr 257,769
↓ -36,231 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 25 | SCHNEIDER5% ₹77 Cr 621,052 ABB India Ltd (Industrials)
Equity, Since 31 Jul 22 | ABB4% ₹63 Cr 87,215
↓ -4,220 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 24 | POWERINDIA4% ₹60 Cr 17,746
↓ -7,752 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | BDL4% ₹55 Cr 405,988 Grindwell Norton Ltd (Industrials)
Equity, Since 30 Nov 18 | 5060764% ₹51 Cr 326,583
↑ 45,847 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO3% ₹50 Cr 116,341
↑ 8,994 Transformers & Rectifiers (India) Ltd (Industrials)
Equity, Since 30 Jun 24 | 5329283% ₹47 Cr 1,402,350
↓ -85,685 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Dec 25 | DREDGECORP3% ₹44 Cr 463,827
↑ 9,917 5. Invesco India Growth Opportunities Fund
Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (10 Jun 26) ₹99.77 ↓ -1.18 (-1.17 %) Net Assets (Cr) ₹9,761 on 30 Apr 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 0.83 Alpha Ratio 2.57 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 May 21 ₹10,000 31 May 22 ₹10,467 31 May 23 ₹11,974 31 May 24 ₹17,437 31 May 25 ₹20,804 31 May 26 ₹21,803 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -2.6% 3 Month 5.8% 6 Month 0% 1 Year -0.3% 3 Year 21.5% 5 Year 16.4% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.7% 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% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.56 Yr. Data below for Invesco India Growth Opportunities Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 29.23% Health Care 19.13% Consumer Cyclical 17.87% Industrials 16.53% Real Estate 7.69% Basic Materials 4.4% Technology 2.55% Communication Services 1.84% Utility 0.62% Asset Allocation
Asset Class Value Cash 0.11% Equity 99.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH7% ₹690 Cr 6,948,724
↑ 773,319 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | ETERNAL6% ₹611 Cr 24,729,692
↑ 5,748,946 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO6% ₹597 Cr 1,389,777
↑ 156,336 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK6% ₹585 Cr 4,629,833
↑ 1,498,175 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE5% ₹458 Cr 4,283,799 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002515% ₹451 Cr 1,089,122 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE5% ₹443 Cr 3,129,905
↑ 714,194 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE4% ₹402 Cr 1,104,598
↓ -476,177 ABB India Ltd (Industrials)
Equity, Since 30 Jun 23 | ABB3% ₹336 Cr 465,045 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Apr 24 | 5322963% ₹323 Cr 1,342,939 6. Invesco India Feeder- Invesco Pan European Equity Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (10 Jun 26) ₹25.334 ↓ -0.47 (-1.83 %) Net Assets (Cr) ₹166 on 30 Apr 26 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 0.95 Sharpe Ratio 1.89 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 May 21 ₹10,000 31 May 22 ₹9,935 31 May 23 ₹11,092 31 May 24 ₹12,973 31 May 25 ₹14,157 31 May 26 ₹19,614 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 10 Jun 26 Duration Returns 1 Month 0.3% 3 Month 8.2% 6 Month 17.3% 1 Year 32.3% 3 Year 19% 5 Year 13.5% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 42.5% 2024 -5.1% 2023 20.5% 2022 1.6% 2021 16.6% 2020 1.6% 2019 17.2% 2018 -11.2% 2017 14.8% 2016 -0.2% Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 1.25 Yr. Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 24.08% Financial Services 20.91% Technology 9.06% Health Care 8.25% Consumer Defensive 8.17% Basic Materials 8.08% Energy 7.81% Utility 5.27% Consumer Cyclical 4.01% Communication Services 3.55% Asset Allocation
Asset Class Value Cash 0.82% Equity 99.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Pan European Equity C EUR Acc
Investment Fund | -100% ₹166 Cr 385,952 Triparty Repo
CBLO/Reverse Repo | -0% ₹0 Cr Net Receivables / (Payables)
CBLO | -0% ₹0 Cr 7. Invesco India Financial Services Fund
Invesco India Financial Services Fund
Growth Launch Date 14 Jul 08 NAV (10 Jun 26) ₹138.66 ↓ -0.94 (-0.67 %) Net Assets (Cr) ₹1,673 on 30 Apr 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio 0.21 Information Ratio 1.04 Alpha Ratio 8.36 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 May 21 ₹10,000 31 May 22 ₹9,716 31 May 23 ₹11,792 31 May 24 ₹15,489 31 May 25 ₹18,375 31 May 26 ₹19,311 Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -4.1% 3 Month -1.8% 6 Month -3.2% 1 Year -0.3% 3 Year 16.7% 5 Year 13.5% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 15.1% 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% Fund Manager information for Invesco India Financial Services Fund
Name Since Tenure Hiten Jain 19 May 20 6.04 Yr. Haresh Kapoor 1 Jan 26 0.41 Yr. Data below for Invesco India Financial Services Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 97.06% Technology 1.37% Asset Allocation
Asset Class Value Cash 1.57% Equity 98.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK13% ₹224 Cr 2,900,056
↑ 61,854 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK13% ₹212 Cr 1,678,521 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322158% ₹128 Cr 1,005,744
↑ 109,780 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC5% ₹79 Cr 240,125 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5900035% ₹78 Cr 2,663,923 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX4% ₹75 Cr 251,091
↓ -209,619 BSE Ltd (Financial Services)
Equity, Since 30 Sep 23 | BSE4% ₹72 Cr 197,854
↑ 6,738 Shriram Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | SHRIRAMFIN4% ₹69 Cr 731,682 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN3% ₹54 Cr 347,691
↑ 22,069 Nuvama Wealth Management Ltd (Financial Services)
Equity, Since 30 Sep 25 | NUVAMA3% ₹50 Cr 373,787
↑ 91,447 8. Invesco India Contra Fund
Invesco India Contra Fund
Growth Launch Date 11 Apr 07 NAV (10 Jun 26) ₹126.53 ↓ -0.88 (-0.69 %) Net Assets (Cr) ₹19,406 on 30 Apr 26 Category Equity - Contra AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.25 Information Ratio 0.73 Alpha Ratio -4.09 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 May 21 ₹10,000 31 May 22 ₹10,648 31 May 23 ₹12,054 31 May 24 ₹17,210 31 May 25 ₹19,388 31 May 26 ₹18,814 Returns for Invesco India Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -3.5% 3 Month -0.6% 6 Month -6.9% 1 Year -6.5% 3 Year 15.2% 5 Year 12.8% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.1% 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% Fund Manager information for Invesco India Contra Fund
Name Since Tenure Taher Badshah 13 Jan 17 9.39 Yr. Data below for Invesco India Contra Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 29.44% Consumer Cyclical 16.84% Industrials 14.58% Health Care 11.8% Technology 8.91% Energy 4.83% Basic Materials 4.34% Communication Services 2.56% Real Estate 2.41% Consumer Defensive 1.94% Asset Allocation
Asset Class Value Cash 0.71% Equity 99.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT5% ₹1,018 Cr 2,535,263
↑ 634,584 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK5% ₹979 Cr 7,748,712
↑ 301,062 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5322154% ₹734 Cr 5,786,546
↑ 585,396 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK4% ₹709 Cr 9,181,959
↓ -6,687,557 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 25 | RELIANCE4% ₹698 Cr 4,878,249 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M4% ₹688 Cr 2,222,444 Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY3% ₹625 Cr 5,290,988
↓ -818,033 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL3% ₹496 Cr 2,628,845 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN2% ₹455 Cr 2,912,482 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 24 | 5322962% ₹410 Cr 1,701,870 9. Invesco India Largecap Fund
Invesco India Largecap Fund
Growth Launch Date 21 Aug 09 NAV (10 Jun 26) ₹67.21 ↓ -0.36 (-0.53 %) Net Assets (Cr) ₹1,722 on 30 Apr 26 Category Equity - Large Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio -0.11 Information Ratio 0.75 Alpha Ratio 1.01 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 May 21 ₹10,000 31 May 22 ₹10,677 31 May 23 ₹11,950 31 May 24 ₹15,970 31 May 25 ₹17,738 31 May 26 ₹17,706 Returns for Invesco India Largecap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -2.5% 3 Month 0.9% 6 Month -4.2% 1 Year -3.3% 3 Year 13.1% 5 Year 11.7% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.5% 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% Fund Manager information for Invesco India Largecap Fund
Name Since Tenure Hiten Jain 1 Dec 23 2.5 Yr. Data below for Invesco India Largecap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 33.87% Industrials 18.95% Consumer Cyclical 15.13% Technology 10.07% Health Care 8.06% Basic Materials 4.92% Communication Services 3.51% Real Estate 2.16% Consumer Defensive 1.37% Utility 0.64% Asset Allocation
Asset Class Value Cash 1.33% Equity 98.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK7% ₹122 Cr 969,443 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK6% ₹107 Cr 1,384,844 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC6% ₹98 Cr 296,370
↓ -25,415 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY4% ₹76 Cr 646,679
↓ -74,878 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 25 | LT4% ₹70 Cr 173,437 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000344% ₹63 Cr 671,135 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL4% ₹60 Cr 320,404 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL3% ₹57 Cr 2,302,684
↑ 182,126 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 23 | 5327553% ₹55 Cr 370,579 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322153% ₹52 Cr 406,975
↑ 31,316 10. Invesco India Multicap Fund
Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (10 Jun 26) ₹120.38 ↓ -1.20 (-0.99 %) Net Assets (Cr) ₹3,995 on 30 Apr 26 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 -0.66 Alpha Ratio -8.11 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 May 21 ₹10,000 31 May 22 ₹10,353 31 May 23 ₹11,850 31 May 24 ₹16,489 31 May 25 ₹18,630 31 May 26 ₹17,597 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -3.6% 3 Month 2.5% 6 Month -4.2% 1 Year -9.3% 3 Year 13% 5 Year 11.1% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -6.7% 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% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Taher Badshah 1 Jul 25 0.92 Yr. Manish Poddar 1 Jul 25 0.92 Yr. Data below for Invesco India Multicap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 34.15% Consumer Cyclical 18.21% Industrials 15.24% Health Care 12.66% Technology 6.32% Basic Materials 4.4% Real Estate 3.76% Communication Services 2.1% Consumer Defensive 1.67% Asset Allocation
Asset Class Value Cash 1.46% Equity 98.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | ETERNAL4% ₹144 Cr 5,822,325 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹135 Cr 1,067,489
↑ 50,428 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322153% ₹116 Cr 911,858 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 24 | INDIGO3% ₹115 Cr 268,532
↑ 77,214 BSE Ltd (Financial Services)
Equity, Since 31 Jul 25 | BSE3% ₹112 Cr 306,903
↓ -61,644 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | KIMS3% ₹108 Cr 1,612,627 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK3% ₹104 Cr 1,346,365
↓ -77,477 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | SAILIFE3% ₹101 Cr 945,217 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5406112% ₹98 Cr 966,200 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 25 | NAM-INDIA2% ₹92 Cr 914,150
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