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Invesco Mutual Fund

Invesco Mutual Fund has an average asset base of over INR 24,635 crores as of 2nd quarter, 2019. It aims to serve the different investment needs of individual investors, institutions and also corporates by offering mutual funds and sub-advised portfolios. Invesco Mutual Fund’s product portfolio is managed by expert management teams who ensure individual focus to create optimum balance and results. Invesco Mutual Fund was set up with the main objective of providing financial care and top-class service. It focuses on sustainable business models as well as processes that incorporate dynamism of the business in ever changing market scenarios. Investors are offered best-in-class investment products that leverage the company’s expertise and global resources.


Invesco Equity Funds are curated to offer long-term capital appreciation by investing in appropriately researched shares and securities of top performing companies. The funds are chosen basis performance indicators and are designed for generating higher returns. Since these are high-risk funds, investors need to carefully consider and study them before making an investment.

Invesco India Contra Fund

DescriptionInvesco Contra Fund is an open-ended fund which invests in equity and equity-related instruments. It follows a contrarian investment approach meaning that it will intentionally go against the prevailing market sentiments. The goal of the fund is long-term capital appreciation.
ObjectiveMain objective is to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
Date of AllotmentApril 11, 2007
BenchmarkS&P BSE 500 TRI
Type of SchemeThis scheme is suitable for investors who are seeking:
  • capital appreciation over long-term
  • investments predominantly in equity and equity related instruments through contrarian investing.
Minimum InvestmentRs. 1,000 and an additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil - if up to 10% of Units allotted are redeemed / switched out within 1 year from the date of allotment. 1% - For any redemption / switch out in excess of 10% of units allotted within one year from the date of allotment. Nil - If units are redeemed or switched out after 1 year from the date of allotment.

Invesco India Financial Services Fund

DescriptionKey features of the scheme include:
  • Dedicated sector fund investing in Banking and Financial Services companies in India.
  • The fund invests in Banks / NBFC's/ Insurance Companies / Micro Finance companies, Housing Finance Companies etc.
ObjectiveMain objective is to generate capital appreciation from a portfolio of Equity and Equity Related Instruments of companies engaged in the business of banking and financial services.
Date of AllotmentJuly 14, 2008
BenchmarkNifty Financial Services TRI
Type of SchemeThis open-ended scheme is Suitable for investors who are seeking:
  • Capital appreciation over long term
  • Investment predominantly in equity and equity-related instruments of companies engaged in the business of banking and financial services.
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil - if up to 10% of Units allotted are redeemed / switched out within 1 year from the date of allotment. 1% - For any redemption / switch out in excess of 10% of units allotted within one year from the date of allotment. Nil - If units are redeemed or switched out after 1 year from the date of allotment.

Invesco India Growth Opportunities Fund

DescriptionKey Features of this scheme include:
  • Investment in large and mid-cap companies for utilization of both the top down & bottom up approaches.
  • The fund aims to generate consistent outcomes in all market conditions. No style or sector bias.
ObjectiveTo generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
Date of AllotmentAugust 9, 2007
BenchmarkS&P BSE 250 Large Midcap 65:35 TRI
Type of SchemeOpen ended equity scheme that is suitable for investors who are seeking:
  • capital appreciation over long-term
  • Investments predominantly in equity and equity-related instruments of large and midcap companies
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil - if up to 10% of Units allotted are redeemed / switched out within 1 year from the date of allotment. 1% - For any redemption / switch out in excess of 10% of units allotted within one year from the date of allotment. Nil - If units are redeemed or switched out after 1 year from the date of allotment.

Invesco India Infrastructure Fund

DescriptionThis scheme is meant for:
  • Investors seeking participation in infrastructure related investments
  • Investors looking for wealth creation over the long term
ObjectiveMain objective is to generate capital appreciation by investing in a portfolio that is predominantly constituted of Equity and Equity Related Instruments of infrastructure companies.
Date of AllotmentNovember 21, 2007
BenchmarkS&P BSE India Infrastructure TRI
Type of SchemeOpen-ended scheme that is aimed at investors who are looking for:
  • capital appreciation over long-term
  • investments predominantly in equity and equity-related instruments of infrastructure companies
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil - if up to 10% of Units allotted are redeemed / switched out within 1 year from the date of allotment. 1% - For any redemption / switch out in excess of 10% of units allotted within one year from the date of allotment. Nil - If units are redeemed or switched out after 1 year from the date of allotment.

Invesco India Largecap Fund

DescriptionThis open-ended scheme primarily invests in large cap companies. Investments will be across sectors and in "growth" stocks or "value" stocks or both.
ObjectiveThe main investment objective is to generate capital appreciation by investing predominantly in Large-cap companies.
Date of AllotmentAugust 21, 2009
BenchmarkNifty 50 TRI
Type of SchemeIdeal for investors who are seeking:
  • capital appreciation over long-term
  • investments predominantly in equity and equity-related instruments of large-cap companies
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil - if up to 10% of Units allotted are redeemed / switched out within 1 year from the date of allotment. 1% - For any redemption / switch out in excess of 10% of units allotted within one year from the date of allotment. Nil - If units are redeemed or switched out after 1 year from the date of allotment.

Invesco India Midcap Fund

DescriptionThis open-ended scheme primarily invests in mid cap companies. Key features include:
  • Dedicated Midcap Fund. Investments are made in midcap companies which are expected to benefit from India's long-term economic growth.
  • Midcap company refers to 101st - 250th companies in terms of full market capitalisation.
ObjectiveMain objective is to generate capital appreciation by investing predominantly in Midcap companies.
Date of AllotmentApril 19, 2007
BenchmarkNifty Midcap 100 TRI
Type of SchemeIdeal for investors who are seeking:
  • capital appreciation over long-term
  • investments predominantly in equity and equity-related instruments of mid-cap companies
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil - if up to 10% of Units allotted are redeemed / switched out within 1 year from the date of allotment. 1% - For any redemption / switch out in excess of 10% of units allotted within one year from the date of allotment. Nil - If units are redeemed or switched out after 1 year from the date of allotment.

Invesco India Multicap Fund

DescriptionThis scheme invests in a combination of large, mid and small cap companies.
ObjectiveMain objective is to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments across market capitalization.
Date of AllotmentMarch 17, 2008
BenchmarkS&P BSE AllCap TRI
Type of SchemeIdeal for investors who are seeking:
  • capital appreciation over long-term
  • investments predominantly in equity and equity-related instruments across market capitalization
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil - if up to 10% of Units allotted are redeemed / switched out within 1 year from the date of allotment. 1% - For any redemption / switch out in excess of 10% of units allotted within one year from the date of allotment. Nil - If units are redeemed or switched out after 1 year from the date of allotment.

Invesco India PSU Equity Fund

DescriptionKey features of the scheme include:
  • Dedicated Thematic Fund.
  • Majority of the investments are made in companies owned by the Government of India (PSU's) and companies which are expected to benefit from the divestment process and reforms.
ObjectiveMain objective is 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.
Date of AllotmentNovember 18, 2009
BenchmarkS&P BSE PSU Index TRI
Type of SchemeIdeal for investors who are seeking:
  • capital appreciation over long-term
  • investments predominantly in equity and equity-related instruments of Government companies (PSU’s)
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil - if up to 10% of Units allotted are redeemed / switched out within 1 year from the date of allotment. 1% - For any redemption / switch out in excess of 10% of units allotted within one year from the date of allotment. Nil - If units are redeemed or switched out after 1 year from the date of allotment.

Invesco India Tax Plan

DescriptionKey features of the scheme include:
  • An open-ended Equity Linked Savings Scheme (ELSS) with a lock-in period of 3 years.
  • Investments in this fund can help you save income tax under Section 80C.
  • The fund is managed with a long-term perspective and has a balanced and well diversified portfolio with a significant exposure to midcap.
ObjectiveMain objective is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Date of AllotmentDecember 29, 2006
BenchmarkS&P BSE 200 TRI
Type of SchemeIdeal for investors who are seeking:
  • capital appreciation over long-term
  • investments predominantly in equity and equity-related instruments
Minimum InvestmentRs. 500 and additional purchase of Rs. 500
Entry LoadNil
Exit LoadNil. Redemption of units can be made only after 3 years of lock-in period from the date of allotment of the units proposed to be redeemed.

Invesco Fixed Income Funds offer safer avenues of investment to the more risk-averse investor. These funds have relatively lower return prospects and come in the form of different short-term fixed income security options like commercial papers, government bonds, treasury bills and certificates of deposits.

Invesco India Banking and PSU Debt Fund

DescriptionThe fund invests in bonds and money market securities issued by Banks, PSU companies, Municipal Corporations or Public Financial Institutions (PFIs)
ObjectiveMain objective is to generate returns by investing primarily in debt & Money Market Instruments issued by banks, Public Financial Institutions (PFIs), Public Sector Undertakings (PSUs) and Municipal Bonds.
Date of AllotmentDecember 29, 2012
BenchmarkCRISIL Short Term Bond Fund Index
Type of SchemeOpen ended scheme suitable for investors who are seeking:
  • returns over short to medium term
  • investments primarily in debt& money market instruments issued by Banks, PFIs, PSUs and Municipal Bonds
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil

Invesco India Corporate Bond Fund

DescriptionKey features of the scheme include:
  • Investment in quality corporate bonds.
  • The fund will invest at least 80% in corporate bonds which are rated AAA / AA+
ObjectiveInvestment objective is to generate regular and stable income by investing predominantly in bonds issued by corporates. The scheme will invest in bonds which are rated AA+/ AAA by credit rating agencies.
Date of AllotmentAugust 2, 2007
BenchmarkCRISIL AAA Short Term Bond Index
Type of SchemeThe fund aims to offer income over medium and long-term to investors with the help of investment in AA+ and above rated corporate bonds.
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil

Invesco India Credit Risk Fund

DescriptionThe scheme offers following features to investors:
  • The fund invests in corporate debt securities of varying maturities across the credit spectrum.
  • Investment in corporate bonds rated 'AA' or below
ObjectiveMain investment objective of this scheme is to generate accrual income and capital appreciation by investing in debt securities of varying maturities across the credit spectrum.
Date of AllotmentSeptember 4, 2014
BenchmarkCRISIL Composite AA Short Term Bond
Type of SchemeSuitable for investors looking for:
  • Income and capital appreciation over the medium to long term
  • Investments primarily in corporate debt securities of varying maturities across the credit spectrum
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil - if up to 10% of Units allotted are redeemed / switched out within 1 year from the date of allotment. 1% - For any redemption / switch out in excess of 10% of units allotted within one year from the date of allotment. Nil - If units are redeemed or switched out after 1 year from the date of allotment.

Invesco India Gilt Fund

DescriptionThis fund primarily invests in bonds issued and guaranteed by Central and State Government of India.
ObjectiveThe main investment objective of this scheme is to generate returns by investing predominantly in a portfolio of securities issued and guaranteed by Central and State Government across maturities.
Date of AllotmentFebruary 9, 2008
BenchmarkCRISIL 10 Year Gilt Index
Type of SchemeThe scheme offers following to investors:
  • credit risk free returns over medium to long term
  • investments primarily in securities issued and guaranteed by the Central and the State Government across maturities
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil

Invesco India Liquid Fund

DescriptionThe fund focuses on investments in money market and debt securities with a maturity of up to 91 days.
ObjectiveMain objective is to generate income commensurate with low risk and high liquidity, through a portfolio of debt and Money Market Instruments.
Date of AllotmentNovember 17, 2006
BenchmarkCRISIL Liquid Fund Index
Type of SchemeThe scheme offers following to investors:
  • income over short time period
  • investments primarily in money market and debt instruments that offer low-risk and higher liquidity
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil

Invesco India Money Market Fund

DescriptionThe fund focuses on investments in money market with maturity of up to 1 year
ObjectiveMain objective is to generate superior risk-adjusted returns by investing in Money Market Instruments.
Date of AllotmentAugust 28, 2009
BenchmarkCRISIL Liquid Fund Index
Type of SchemeThe scheme offers following to investors:
  • income over short time period
  • investments primarily in money market instruments
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil

Invesco India Short Term Fund

DescriptionKey features of this scheme include:
  • Investments in money market and debt securities.
  • Macaulay duration of portfolio between 1 year - 3 years.
ObjectiveMain objective is to generate steady returns with a moderate risk for investors by investing in a portfolio of short term debt and Money Market Instruments.
Date of AllotmentMarch 24, 2007
BenchmarkCRISIL Short Term Bond Fund Index
Type of SchemeThe scheme offers following to investors:
  • income over short and medium time period
  • investments primarily in short term debt and money market instruments
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil

Invesco India Short Term Fund

DescriptionKey features of this scheme include:
  • Investments in money market and debt securities.
  • Macaulay duration of portfolio between 1 year - 3 years.
ObjectiveMain objective is to generate steady returns with a moderate risk for investors by investing in a portfolio of short term debt and Money Market Instruments.
Date of AllotmentMarch 24, 2007
BenchmarkCRISIL Short Term Bond Fund Index
Type of SchemeThe scheme offers following to investors:
  • income over short and medium time period
  • investments primarily in short term debt and money market instruments
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil

Invesco India Treasury Advantage Fund

DescriptionKey features of this scheme include:
  • Investments in money market and debt securities.
  • Macaulay duration of portfolio between 6-12 months.
ObjectiveKey objective is to generate income by investing in debt and Money Market Instruments.
Date of AllotmentJanuary 18, 2007
BenchmarkCRISIL Low Duration Debt Index
Type of SchemeThe scheme offers following to investors:
  • income over short term
  • investments primarily in debt and money market instruments
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil

Invesco India Ultra Short-Term Fund

DescriptionKey features of this scheme include:
  • Investments in money market and debt securities.
  • Macaulay duration of portfolio between 3-6 months.
ObjectiveKey objective is to generate accrual income by investing in a portfolio of short-term money market as well as debt instruments.
Date of AllotmentDecember 30, 2010
BenchmarkCRISIL Ultra Short-Term Debt Index
Type of SchemeThe scheme offers following to investors:
  • income over short term
  • investments primarily a portfolio of short-term debt and money market instruments
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil

Invesco Hybrid Funds are aimed at using multiple varieties of asset classes that offer a combination of equity and debt. The schemes offer the investor various hybrid funds with different features to pick from.

Invesco India Arbitrage Fund

DescriptionKey features of the scheme include:
  • The Fund aims at exploiting the price differential between cash markets and derivatives market.
  • The fund predominantly is Long Cash - Short Future Fund. Each equity position is hedged by an equal and opposite position in derivative instrument with an aim to generate risk free returns without taking any direct equity market exposure.
ObjectivePrimary objective is to generate income through arbitrage opportunities emerging out of difference in pricing between the cash market and the derivatives market and through deployment of surplus cash in fixed income instruments.
Date of AllotmentApril 30, 2007
BenchmarkNifty 50 Arbitrage
Type of SchemeThis scheme is ideal for investors seeking:
  • income over medium-term
  • income through opportunities emerging out of difference in pricing between cash and derivatives markets and through deployment of surplus cash in fixed income instruments.
Minimum InvestmentRs. 1000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit Load0.5% (if redeemed / switched out on or before 15 days from the date of allotment); Nil (if redeemed / switched out after 15 days from the date of allotment)

Invesco India Dynamic Equity Fund

DescriptionKey features of this fund include:
  • The fund is designed to dynamically change its allocation.
  • The fund manager will increase the exposure to equity when market valuations are attractive and will prune down the equity exposure by increasing cash or debt exposure or by hedging when the equity markets gets expensive.
ObjectiveThe primary objective of the scheme is to generate capital appreciation by investing in equity and debt securities which are managed dynamically.
Date of AllotmentOctober 4, 2007
BenchmarkCRISIL Hybrid 35+65 Aggressive
Type of SchemeThis scheme is best suited for investors seeking:
  • capital appreciation over long-term
  • investments in equity and debt securities which are managed dynamically
Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit LoadNil - if up to 10% of Units allotted are redeemed / switched out within 3 months from the date of allotment. 0.25% - For any redemption / switch out in excess of 10% of units allotted within 3 months from the date of allotment. Nil - If units are redeemed or switched out after 3 months from the date of allotment.

Invesco India Equity and Bond Fund

DescriptionSome of the key features of this fund include:
  • Two main asset classes come together to offer performance and stability
  • Equity exposure creates potential for wealth creation in the long-term
  • Bond investment can act as a shield against interim market volatility
  • Maintains eligibility for equity taxation
ObjectivePrimary objective of the scheme is to generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
Date of AllotmentJune 30, 2018
BenchmarkCRISIL Hybrid 35+65 – Aggressive Index
Type of SchemeThis scheme mainly offers:
  • Capital appreciation and current income over medium to long term
  • Investments in equity & equity related instruments and fixed income securities
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 1,000
Entry LoadNil
Exit LoadNil - if up to 10% of Units allotted are redeemed / switched out within 1 year from the date of allotment. 1% - For any redemption / switch out in excess of 10% of units allotted within one year from the date of allotment. Nil - If units are redeemed or switched out after 1 year from the date of allotment.

Invesco India Equity Savings Fund

DescriptionKey features of this scheme include:
  • An alternative to traditional investments to help meet your growing needs
  • Follows a three-pronged investment strategy
    • Pure Equity (15% – 40%) Controlled Exposure – can help boost returns for you
    • Fixed Income (10% - 35%) Aims to generate income
  • Arbitrage (25% - 75%) Aims to generate income
  • Qualifies for equity taxation
ObjectiveMain objective of the scheme is to generate capital appreciation and income by investing in equity and equity related instruments, arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments).
Date of AllotmentMarch 6, 2019
BenchmarkNifty Equity Savings Index
Type of SchemeThe scheme offers:
  • Capital appreciation and current income
  • Investments in equity and equity related instruments, arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments)
Minimum InvestmentRs. 1,000 and additional purchase of Rs. 500
Entry LoadNil
Exit Load0.25% - if redeemed/switched out on or before 1 month from the date of allotment, Nil - if redeemed/switched out after 1 month from the date of allotment.

Investors select mutual funds to get exposure to various markets such as equities, debt, etc. Invesco Mutual Fund offers plenty of benefits that are in sync with investor expectations and it helps in investing on investor’s behalf. Following benefits are offered by Invesco Mutual Fund.

  • Investors get a wide variety of mutual fund options and they can select one or many of these available options.
  • Invesco Mutual Fund helps investors with tax planning by offering scheme options that are tax deductible.
  • Invesco Mutual Fund is available for online investment, making it convenient for the investor to select and invest in funds.
  • There are a lot of flexible options such as single or joint ownership, switching between fund options, etc.
  • Investors can easily access and monitor funds at any time and from anywhere.
  • It offers capital appreciation via a lot of its schemes in the long-run.

Documents Required for Investing in Invesco Mutual Fund

  • Application form
  • PAN Card
  • Cheque for SIP
  • KYC Individual form
  • Address Proof – Driving Licence, Passport, Voters ID, Ration Card, Registered Leave/Sale of Agreement Residence, Latest Bank Account Statement/passbook, Latest Electricity/Gas Bill
  • Proof of Identity – Aadhaar, Voter’s ID, Passport, Driving License


The process of investing in Invesco Mutual Fund is very simple and straightforward. It offers the same amount of convenience to both first-time investors as well as experienced investors. Invesco Mutual Fund investments can be done with the click of a button. The investor can choose to visit the official website and select a fund that fits his or her requirements.

Here are the steps involved in investing in Invesco Mutual Fund.

  • Go to the official Invesco Mutual Fund website
  • The website offers an ‘investment’ button which can be clicked to proceed
  • The application page will appear under which the applicant has to fill out all the necessary details.
  • Once the applicant has completed all details and has made payment towards the mutual fund, the account is ready to be monitored and further investments can be made.
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