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Top 4 Funds
Invesco Mutual Fund is present in India for more than one decade. It was earlier known as Religare Invesco Mutual Fund till November 2015, before Religare decided to exit from the Mutual Fund business. Invesco is an independent investment management firm that aims to deliver an investment experience that helps people to attain their objectives. Invesco has its global presence in more than 20 countries. Through Invesco Mutual Fund, investors can expect to invest in best schemes that are weighed on its expertise and global resources.
The fund house works hard to give stable and consistent returns to its customers.
AMC | Invesco Mutual Fund |
---|---|
Date of Setup | July 24, 2006 |
AUM | INR 24918.71 crore (Jun-30-2018) |
Chairman | Mr. V. K. Chopra |
CEO/MD | Mr. Saurabh Nanavati |
CIO | Mr. Taher Badshah |
Compliance Officer | Mr. Suresh Jakhotiya |
Investor Service Officer | Mr. Surinder Singh Negi |
Customer Care Number | 1800-209-0007 |
Telephone | 022 – 67310000 |
Fax | 022 – 23019422 |
mfservices[AT]invesco.com | |
Website | www.invescomutualfund.com |
Talk to our investment specialist
Invesco Mutual Fund was formed in the year 2006 as a partnership between Religare and Invesco Limited. In this partnership, Religare owned 51% of the shares while Invesco owned 49%. However, in November 2015, Invesco purchased the remaining 51% of the shares thereby gaining complete control over the company. Invesco’s portfolio managers, analysts and researchers are spread across various continents of North America, Asia-Pacific, and Europe. For the quarter ended on September 2017, the average asset base of Invesco Mutual Fund was more than INR 25,000 crores.
The Fund house has set different investment philosophies for its equity and debt investment. In case of equity investment, the main objective is to generate capital appreciation higher in comparison to its set equity benchmark returns. In case of fixed income investment, the philosophy revolves around improving the risk-adjusted returns by investing in high-quality fixed income assets. The company believes in supporting its clients with a wide variety of schemes and professional advice so that they can attain their objectives in a timely manner.
Invesco Mutual Fund similar to other fund houses offers a number of schemes under various categories to cater the diverse needs of the individuals. So, let us look at some of these categories and the best funds under each category.
Equity Funds invest a predominant stake of their corpus in equity shares of various companies. The returns of equity funds are not constant and can be considered as a good investment option for long-term tenure. Equity funds are further classified into Large cap funds, mid cap funds, Small cap funds, and so on. Some of the top and Best equity funds offered by Invesco are listed below.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India Growth Opportunities Fund Growth ₹102.32
↑ 0.14 ₹7,274 15.3 12.7 13.6 29 26 37.5 Invesco India Financial Services Fund Growth ₹140.13
↑ 0.19 ₹1,372 10.5 13.6 12.9 26.4 23.9 19.8 Invesco India Contra Fund Growth ₹137.66
↑ 0.19 ₹18,398 10.2 7.2 6.3 24.4 24.3 30.1 Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹30.5403
↓ -0.34 ₹41 17.8 15.2 23 23.9 18.7 13.7 Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹19.1861
↓ -0.24 ₹48 13.3 21 14.5 19.6 14 -5.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 25
Debt funds refer to the Mutual Fund category that invests a major portion of their corpus in fixed income securities like treasury bills, government Bonds, gilts, Commercial Paper, and so on. Debt funds can be considered a good investment option for short-term and medium-term. Additionally, People having a low-risk appetite can choose debt funds as an investment option. Debt funds are classified based on the maturity profile of the underlying assets forming part of the portfolio. They include Liquid Funds, ultra short-term debt funds, Dynamic Bond Funds, and Gilt Funds. Some of the Invesco’s top and best Debt fund schemes are tabulated as follows.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Invesco India Credit Risk Fund Growth ₹1,941.27
↓ -0.05 ₹150 1.7 6.7 10.3 9.3 7.3 6.82% 2Y 10M 17D 3Y 11M 19D Invesco India Liquid Fund Growth ₹3,598.73
↑ 0.58 ₹14,737 1.6 3.5 7.1 7 7.4 6.19% 1M 22D 1M 22D Invesco India Treasury Advantage Fund Growth ₹3,803.95
↑ 0.28 ₹1,673 2 4.3 8 7.1 7.6 6.55% 10M 23D 11M 25D Invesco India Money Market Fund Growth ₹3,063.64
↑ 0.34 ₹5,899 1.9 4.2 7.8 7.2 7.5 6.41% 8M 25D 8M 25D Invesco India Ultra Short Term Fund Growth ₹2,708.08
↑ 0.33 ₹1,227 1.8 3.9 7.5 6.9 7.5 6.59% 5M 16D 5M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 25
Hybrid Fund are a category of Mutual Fund that invests their corpus in both equity and debt instruments. This investment equity investment is done based on a pre-determined proportion. The scheme was launched on June 01, 2010. The portfolio of this scheme consists of fixed income instruments, equity instruments, and Gold ETFs. The AUM of the scheme as on December 31, 2017 was ₹22 crores. The performance of Invesco India Regular Savings Fund is given below as follows.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India Arbitrage Fund Growth ₹31.9936
↑ 0.02 ₹22,341 1.5 3.3 6.9 7.1 5.7 7.6 Invesco India Dynamic Equity Fund Growth ₹53.97
↑ 0.04 ₹978 6.5 3.8 4 15.8 13.3 15.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 25
To provide reasonable returns, commensurate with low risk while providing a high level of liquidity, through a portfolio of money market and debt securities. Invesco India Liquid Fund is a Debt - Liquid Fund fund was launched on 17 Nov 06. It is a fund with Low risk and has given a Below is the key information for Invesco India Liquid 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. 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 Below is the key information for Invesco India Contra Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. 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 Below is the key information for Invesco India Tax Plan 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. 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 Below is the key information for Invesco India Growth Opportunities Fund Returns up to 1 year are on 1. Invesco India Liquid Fund
CAGR/Annualized
return of 7.1% since its launch. Ranked 9 in Liquid Fund
category. Return for 2024 was 7.4% , 2023 was 7% and 2022 was 4.8% . Invesco India Liquid Fund
Growth Launch Date 17 Nov 06 NAV (16 Jul 25) ₹3,598.73 ↑ 0.58 (0.02 %) Net Assets (Cr) ₹14,737 on 31 May 25 Category Debt - Liquid Fund AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Low Expense Ratio 0.22 Sharpe Ratio 3.5 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.19% Effective Maturity 1 Month 22 Days Modified Duration 1 Month 22 Days Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹10,316 30 Jun 22 ₹10,685 30 Jun 23 ₹11,367 30 Jun 24 ₹12,195 30 Jun 25 ₹13,073 Returns for Invesco India Liquid Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 16 Jul 25 Duration Returns 1 Month 0.5% 3 Month 1.6% 6 Month 3.5% 1 Year 7.1% 3 Year 7% 5 Year 5.5% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 7% 2022 4.8% 2021 3.3% 2020 4.1% 2019 6.5% 2018 7.4% 2017 6.7% 2016 7.6% 2015 8.4% Fund Manager information for Invesco India Liquid Fund
Name Since Tenure Krishna Cheemalapati 25 Apr 11 14.11 Yr. Prateek Jain 14 Feb 22 3.3 Yr. Data below for Invesco India Liquid Fund as on 31 May 25
Asset Allocation
Asset Class Value Cash 99.8% Other 0.2% Debt Sector Allocation
Sector Value Cash Equivalent 85.57% Corporate 9.37% Government 4.86% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Triparty Repo
CBLO/Reverse Repo | -11% ₹1,715 Cr 182 DTB 24072025
Sovereign Bonds | -3% ₹547 Cr 55,000,000 Canara Bank
Certificate of Deposit | -2% ₹396 Cr 40,000,000 Small Industries Development Bank Of India
Commercial Paper | -2% ₹395 Cr 40,000,000 Indian Oil Corp Ltd.
Commercial Paper | -2% ₹395 Cr 40,000,000
↑ 40,000,000 National Bank for Agriculture and Rural Development
Commercial Paper | -2% ₹299 Cr 30,000,000 Export-Import Bank Of India
Commercial Paper | -2% ₹297 Cr 30,000,000 Reliance Retail Ventures Limited
Commercial Paper | -2% ₹297 Cr 30,000,000 India (Republic of)
- | -2% ₹297 Cr 30,000,000 Punjab National Bank
Domestic Bonds | -2% ₹297 Cr 30,000,000 2. Invesco India Contra Fund
CAGR/Annualized
return of 15.4% since its launch. Ranked 11 in Contra
category. Return for 2024 was 30.1% , 2023 was 28.8% and 2022 was 3.8% . Invesco India Contra Fund
Growth Launch Date 11 Apr 07 NAV (16 Jul 25) ₹137.66 ↑ 0.19 (0.14 %) Net Assets (Cr) ₹18,398 on 31 May 25 Category Equity - Contra AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.39 Information Ratio 1.1 Alpha Ratio 3.84 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 30 Jun 20 ₹10,000 30 Jun 21 ₹15,597 30 Jun 22 ₹15,390 30 Jun 23 ₹19,086 30 Jun 24 ₹27,952 30 Jun 25 ₹30,537 Returns for Invesco India Contra Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 16 Jul 25 Duration Returns 1 Month 2.6% 3 Month 10.2% 6 Month 7.2% 1 Year 6.3% 3 Year 24.4% 5 Year 24.3% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 30.1% 2023 28.8% 2022 3.8% 2021 29.6% 2020 21.2% 2019 5.9% 2018 -3.3% 2017 45.6% 2016 6.7% 2015 4% Fund Manager information for Invesco India Contra Fund
Name Since Tenure Amit Ganatra 1 Dec 23 1.5 Yr. Taher Badshah 13 Jan 17 8.39 Yr. Data below for Invesco India Contra Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 33.26% Consumer Cyclical 15.25% Health Care 14.09% Technology 10.25% Industrials 9.02% Basic Materials 4.45% Consumer Defensive 3.68% Utility 2.29% Communication Services 2.13% Real Estate 1.44% Energy 1.43% Asset Allocation
Asset Class Value Cash 0.57% Equity 99.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK8% ₹1,518 Cr 7,802,903 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK8% ₹1,428 Cr 9,874,886 Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY6% ₹1,018 Cr 6,515,879 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M3% ₹638 Cr 2,141,610 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | AXISBANK3% ₹620 Cr 5,201,150 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT3% ₹564 Cr 1,534,743
↑ 229,808 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433203% ₹557 Cr 23,382,312
↑ 2,895,393 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Mar 24 | APOLLOHOSP3% ₹490 Cr 711,861 NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | NTPC2% ₹421 Cr 12,620,437
↓ -559,644 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE2% ₹403 Cr 471,515 3. Invesco India Tax Plan
CAGR/Annualized
return of 14.7% since its launch. Ranked 17 in ELSS
category. Return for 2024 was 25.2% , 2023 was 30.9% and 2022 was -7.7% . Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (16 Jul 25) ₹128.25 ↑ 0.22 (0.17 %) Net Assets (Cr) ₹2,845 on 31 May 25 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.32 Information Ratio 0.16 Alpha Ratio 2.99 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,557 30 Jun 22 ₹14,537 30 Jun 23 ₹17,950 30 Jun 24 ₹25,232 30 Jun 25 ₹26,685 Returns for Invesco India Tax Plan
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 16 Jul 25 Duration Returns 1 Month 1.9% 3 Month 10% 6 Month 4.1% 1 Year 3% 3 Year 21.4% 5 Year 21% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.2% 2023 30.9% 2022 -7.7% 2021 32.6% 2020 19.2% 2019 9.4% 2018 -1.3% 2017 35.7% 2016 3.4% 2015 5.8% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Amit Nigam 3 Sep 20 4.75 Yr. Dhimant Kothari 29 Mar 18 7.18 Yr. Data below for Invesco India Tax Plan as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 23.96% Consumer Cyclical 18.94% Industrials 17.36% Technology 9.55% Health Care 9.08% Basic Materials 6.64% Consumer Defensive 5.15% Energy 2.89% Communication Services 2.4% Utility 1.89% Real Estate 1.29% Asset Allocation
Asset Class Value Cash 0.84% Equity 99.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK7% ₹197 Cr 1,012,536 Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY4% ₹108 Cr 688,686
↑ 159,134 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹100 Cr 693,204 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE3% ₹85 Cr 92,722
↑ 9,136 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK3% ₹79 Cr 658,632
↓ -146,899 Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 5434263% ₹78 Cr 648,682 LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM3% ₹74 Cr 145,427
↑ 3,179 Home First Finance Co India Ltd --- (Financial Services)
Equity, Since 31 Mar 23 | HOMEFIRST3% ₹72 Cr 568,508
↓ -11,325 Clean Science and Technology Ltd (Basic Materials)
Equity, Since 31 May 23 | 5433182% ₹69 Cr 447,400 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIHEXA2% ₹68 Cr 372,499 4. Invesco India Growth Opportunities Fund
CAGR/Annualized
return of 13.8% since its launch. Ranked 6 in Large & Mid Cap
category. Return for 2024 was 37.5% , 2023 was 31.6% and 2022 was -0.4% . Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (16 Jul 25) ₹102.32 ↑ 0.14 (0.14 %) Net Assets (Cr) ₹7,274 on 31 May 25 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.63 Information Ratio 0.84 Alpha Ratio 8.7 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 30 Jun 20 ₹10,000 30 Jun 21 ₹15,219 30 Jun 22 ₹14,635 30 Jun 23 ₹18,351 30 Jun 24 ₹28,191 30 Jun 25 ₹32,577 Returns for Invesco India Growth Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 16 Jul 25 Duration Returns 1 Month 3.5% 3 Month 15.3% 6 Month 12.7% 1 Year 13.6% 3 Year 29% 5 Year 26% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.5% 2023 31.6% 2022 -0.4% 2021 29.7% 2020 13.3% 2019 10.7% 2018 -0.2% 2017 39.6% 2016 3.3% 2015 3.8% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.56 Yr. Amit Ganatra 21 Jan 22 3.36 Yr. Data below for Invesco India Growth Opportunities Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 28.9% Consumer Cyclical 20.35% Health Care 14.87% Industrials 12.9% Technology 8.24% Real Estate 7.41% Basic Materials 4.92% Communication Services 1.83% Asset Allocation
Asset Class Value Cash 0.59% Equity 99.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TRENT5% ₹386 Cr 683,586 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE5% ₹361 Cr 1,348,341 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO5% ₹353 Cr 663,158
↑ 50,987 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN4% ₹308 Cr 1,921,954 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹297 Cr 8,909,867
↑ 2,235,955 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE4% ₹281 Cr 1,914,877 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹247 Cr 2,197,842
↑ 51,674 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF3% ₹230 Cr 13,404,597 JK Cement Ltd (Basic Materials)
Equity, Since 29 Feb 24 | JKCEMENT3% ₹226 Cr 411,308
↑ 59,768 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433203% ₹218 Cr 9,152,597
After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended Mutual Funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before investing in a scheme.
Here is a list of Invesco schemes that got new names:
Existing Scheme Name | New Scheme Name |
---|---|
Invesco India Active Income Fund | Invesco India Corporate Bond Fund |
Invesco India Bank Debt Fund | Invesco India Banking and PSU Debt Fund |
Invesco India Banking Fund | Invesco India Financial Services Fund |
Invesco India Business Leaders Fund | Invesco India Largecap Fund |
Invesco India Corporate Bond Opportunities Fund | Invesco India Credit Risk Fund |
Invesco India Credit Opportunities Fund | Invesco India money market fund |
Invesco India Global Equity Income Fund | Invesco India Feeder- Invesco Global Equity Income Fund |
Invesco India Growth Fund | Invesco India Growth Opportunities Fund |
Invesco India Mid N Small Cap Fund | Invesco India Multicap Fund |
Invesco India Monthly Income Plan (MIP) Plus | Invesco India Regular Savings Fund |
Invesco India Medium Term Bond Fund | Invesco India Ultra Short Term fund |
Invesco India Pan European Equity Fund | Invesco India Feeder- Invesco Pan European Equity Fund |
Invesco India Ultra Short Term Fund | Invesco India Treasury Advantage Fund |
*Note-The list will be updated as and when we get an insight about the changes in the scheme names.
Also known by the name sip calculator, mutual fund calculator shows people how their SIP investment grows in a virtual environment. It also shows how much amount does an individual need to save to attain the future objectives. Some of the input data of Invesco Mutual Fund include present savings of the individual, salary amount, expected returns on investment, and other related factors. It also helps people to determine which type of scheme they need to choose for investment to attain their objectives.
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The NAV or Net Asset Value of Invesco Mutual Fund can be found on the AMFI’s as well as Mutual Fund company’s website. In addition, both these websites also depict the NAV of the different schemes of Invesco. Through this, people can find the past performance of the fund.
Invesco Mutual Fund offers a wide range of schemes. The investors can choose from these schemes based on their investment needs and convenience.
Most of the Mutual Fund schemes are available in both online and offline mode and people can invest as per their convenience in each of these schemes.
Invesco Mutual Fund offers an option to invest singly or jointly or both. Also, investors can switch between funds.
Individuals can track their investment's performance from anywhere and at anytime online.
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