Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd

Invesco, a US-based fund house, entered the Indian market in 2013 through a partnership with Religare Securities Ltd., forming Religare Invesco Asset Management Co. Ltd. Initially, Invesco held a 49% stake, while Religare owned the remaining 51%. In 2016, Invesco acquired the full 51% stake from Religare, renaming the company as Invesco Mutual Fund. The company, registered under the Indian Trusts Act, 1882, and with SEBI under registration code MF/052/06/01 since May 5, 2006, aims to cater to the investment needs of individuals, corporates, and institutions through mutual funds and sub-advised portfolios. Invesco’s approach focuses on providing balanced and tailored financial solutions, with a commitment to sustainability and high-quality services in dynamic market conditions. The company leverages its global expertise to offer top-class investment products. Invesco, founded in 1935, is an independent global investment management firm managing $1.35 trillion in assets worldwide (as of January 2021). Operating in more than 25 countries, including Australia, Canada, China, India, Japan, and the U.S., Invesco offers a wide range of investment products and strategies to retail, institutional, and high-net-worth clients. The company emphasizes long-term investment performance across various asset classes, real estate, and private equity. With over 8,000 employees globally, Invesco remains committed to helping investors achieve their financial goals. As of March 2024, Invesco Asset Management manages an average AUM of INR 74,314.38 crores, with 80 mutual fund schemes available for investors (as of May 31, 2023). Over the last five years, the fund has delivered a compound annual growth rate (CAGR) of 20.27%.

List of Invesco Asset Management (India) Private Ltd in India

Fund Name

Rating

1Y Return

3Y Return

Fund Size (in Cr)

Invesco India PSU Equity Fund Direct Plan Growth

NA

21.81%

32.05%

₹1285.76 Cr

Invesco India Infrastructure Fund Direct Pan Growth Option

5

32.49%

28.28%

₹1606.43 Cr

Invesco India Smallcap Fund Direct Growth

4

35.62%

26.59%

₹6298.05 Cr

Invesco India Mid Cap Fund Direct Plan Growth Option

5

42.35%

25.49%

₹6149.96 Cr

Invesco India Large&MidCap Fund Direct Plan Growth

5

35.94%

22.03%

₹6340.05 Cr

Invesco India Focused Fund Direct Growth

5

39.73%

21.39%

₹3604.20 Cr

Invesco India Contra Fund Direct Plan Growth

NA

29.86%

21.02%

₹18153.48 Cr

Invesco India Multicap Fund Direct Plan Growth Option

4

30.04%

19.50%

₹3983.10 Cr

Invesco India Financial Services Fund Direct Plan Growth

5

18.55%

18.86%

₹1147.73 Cr

Invesco India Aggressive Hybrid FundDirect Growth

4

26.76%

16.83%

₹574.00 Cr

Invesco India GoldETF fund of Fund Direct Plan Growth

NA

22.56%

15.94%

₹99.80 Cr

Invesco India ELSS Tax Saver Fund Direct Growth

4

26.45%

15.59%

₹2954.40 Cr

Invesco India largecap Fund Direct Plan Growth

5

21.66%

15.17%

₹1323.92 Cr

Invesco India Balanced Advantage Fund Direct Plan Growth

4

17.25%

14.13%

₹926.02 Cr

Invesco India Invesco Global Equity Income Fund of Fund Dir Growth

NA

18.82%

13.40%

₹25.99 Cr

Invesco India ESG Integration Stategy Fund Direct Growth

4

22.04%

11.58%

₹519.90 Cr

Invesco India Equity Savings Fund Direct Growth

4

17.56%

11.36%

₹374.09 Cr

Invesco India Credit Risk Fund Direct Growth

4

8.57%

8.30%

₹141.40 Cr

Invesco India Arbitrage Fund Direct Plan Growth Option

NA

8.26%

7.45%

₹18909.98 Cr

Invesco India Gilt Fund Direct Plan Growth

4

11.43%

7.29%

₹1504.23 Cr

Key information about invesco mutual funds

Mutual fund name

Invesco Mutual Fund

Asset Management Company Name

Invesco Asset Management (India) Private Ltd

AMC Setup Date

24-Jul-2006

AMC Incorporation Date

20-May-2005

Sponsor Name

Invesco Hong Kong Ltd.

Trustee Organisation

Invesco Trustee Private Limited

CIO

Mr. Taher Badshah

MD & CEO

Mr. Saurabh Nanavati

Compliance Officer

Mr. Suresh Jakhotiya

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How can you invest in invesco mutual funds Mutual Funds

To invest in invesco mutual funds Mutual Funds through the Lemonn App, you can follow these general steps:


Step 1 : Download the Lemonn App

If you haven't already, download the Lemonn App from the Google Play Store or Apple App Store.


Step 2 : Sign up / Log in

Sign up by providing your phone number and completing the basic registration process.

If you already have an account, simply log in.


Step 3 : Complete KYC

Before investing, ensure your KYC (Know Your Customer) verification is complete. Most mutual fund apps will guide you through this. You’ll need PAN, Aadhaar, and other necessary details.


Step 4 : Search for invesco mutual funds Mutual Funds

Once your KYC is done, search for the invesco mutual funds Mutual Fund schemes you're interested in by using the search bar.


Step 5 : Choose a Scheme

You will see a list of various funds under invesco mutual funds. Explore the options, check their performance, risk profile, and investment objectives.

Choose a scheme that aligns with your investment goals (e.g., equity, debt, hybrid funds).


Step 6 : Decide on the Investment Amount

You can either make a lump sum investment or set up a SIP (Systematic Investment Plan) to invest a fixed amount periodically.


Step 7 : Confirm the Investment

Enter the amount you wish to invest.

Review the details and confirm the payment method (Net Banking, UPI, etc.).

After making the payment, you will receive a confirmation of your investment.


Step 8 : Track Your Investment

You can track the performance of your invesco mutual funds Mutual Funds on the Lemonn App dashboard. It will show NAV, returns, and other key details.


If you need any assistance, the Lemonn App usually has customer support or chat options to help. Keep an eye on expenses like entry/exit loads and expense ratios to optimize returns!

Top Fund Managers

Taher Badshah
Taher has more than 30 years of experience in the Indian equity markets and currently serves as the Chief Investment Officer, overseeing both the equity and fixed income investment functions at Invesco Asset Management, India, where he has been for over 7 years. Previously, he was the Head of Equities at Motilal Oswal Asset Management, where he led the equity investment team.

Amit Ganatra
Amit brings over 21 years of experience in equity research and is currently the Director & Head of Equities at Invesco, where he leads the equity investment function. Before joining Invesco, he served as a Senior Fund Manager at HDFC Asset Management Company Ltd.

Amit Nigam
Amit has over 23 years of experience in the Indian equity markets and has been serving as a Fund Manager - Equity at Invesco since September 3, 2020. Before this role, he managed the PMS equity function at Invesco Asset Management (India) Pvt. Limited. In his previous position, he was the Head of Equities at Essel Mutual Fund, where he oversaw the Equity Funds management function.

Dhimant Kothari
Dhimant brings 19 years of experience in financial and equity research and currently serves as a Fund Manager at Invesco. He joined the company in 2011. Previously, he worked as a Senior Manager - Research at Credit Analysis & Research Ltd., where he was responsible for analyzing and preparing research reports on various industries and companies.

Hiten Jain
Hiten has over 15 years of experience, including 13 years in equity research and fund management. He is currently an Equity Fund Manager at Invesco. In his previous role, he served as a Senior Research Analyst at CRISIL Limited, specializing in the technology and banking sectors. Hiten's experience also includes a position with Dunia Finance LLC in Dubai, where he focused on credit policy development and loan appraisal.

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Old Bridge Asset Management Private Limited

Trust Asset Management Private Limited

Bank of India Investment Managers Private Limited

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FAQs

1.Should I invest in a Invesco Mutual fund scheme?

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Whether you should invest in Invesco Mutual Funds or not depends on your goals. In addition to assessing their returns over several timelines, evaluate the schemes based on risk, volatility, returns, the fund manager’s experience, and your own return expectations and risk tolerance.

2.How to Start a Invesco Mutual Fund SIP online?

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There are two ways to start a Invesco Mutual Fund SIP. For a hassle-free investing experience, you can invest in Invesco Mutual Fund SIP online through the Lemonn App. Alternatively, you can start investing in Invesco Mutual Fund SIP online through Invesco Mutual Fund AMC official website.

3.How to redeem Invesco Mutual funds Online?

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There are two ways of doing this. You can initiate your redemption request by Lemonn App. Alternatively, you can also redeem your investments by visiting the Invesco Mutual Fund AMC website.

4.How much time does it take to redeem the Invesco Mutual funds?

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The proceeds of equity, debt, and conservative hybrid funds are generally transferred to your registered bank account within 2-4 working days of the withdrawal initiation. Redemption of liquid funds takes 1-2 working days.

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