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Invesco Asset Management (India) Company is a part of Invesco Ltd which is a leading investment management firm. It aims to meet the investment needs of retail, corporate as well as institutional investors through its wide range of mutual fund schemes.
The AMC (Asset Management Company) has delivered impressive returns since its inception in 2008. Investor base of Invesco can leverage the professional expertise and global resources to earn quality returns on investment. Saurabh Nanavati, CEO of Invesco AMC (India) believes in investing in companies that have sustainable business models with high growth potential.
Table of Content:
Equity, Debt and Hybrid Funds from Invesco Asset Management
Invesco AMC has an entire range of mutual fund products including Equity Funds, Debt Funds, Equity Linked Saving Schemes, etc to choose from:
Invesco Equity Mutual Funds
The Equity Mutual Funds by Invesco Asset Management Company are highly elevated investing schemes for investors willing to take risks and obtain potential returns. The majority of assets are allocated into the stocks or shares of different companies. Invesco’s Equity Mutual Funds are known as best investment options for long-term returns:
| Fund Name | 3 Year (%) | 5 Year (%) | NAV | Fund Size (Cr) |
| Invesco India Financial Services Fund | 15.38 | 16.53 | 63.03 | 151.24 |
| Invesco India Contra Fund | 10.72 | 12.9 | 50.39 | 3929.44 |
| Invesco India Growth Opportunities Fund | 12.6 | 12.9 | 37.78 | 1433.61 |
| Invesco India Tax Plan | 7.2 | 10.15 | 47.77 | 869.81 |
| Invesco India Mid Cap Fund | 8.1 | 12.2 | 52.23 | 415.06 |
Invesco Debt Mutual Fund
With Invesco Debt Mutual Funds, the returns are generated by primary investments made in Debt and Money Market Instruments. These regularise a stable and regular income, proportionately less risks along with high level of liquidity. These are a few Debt Mutual Funds by Invesco:
| Fund Name | 3 Year (%) | 5 Year (%) | NAV | Fund Size (Cr) |
| Invesco India Banking & PSU Debt Fund | 7.62 | 7.85 | 1700.58 | 1700.58 |
| Invesco India Corporate Bond Fund | 5.83 | 7.52 | 2182.17 | 481.62 |
| Invesco India Credit Risk Fund | 3.01 | 6.27 | 1374.36 | 263.71 |
| Invesco India Gilt Fund | 7.37 | 9.47 | 2201.46 | 19.79 |
| Invesco India Liquid Fund | 7.04 | 7.55 | 2662.75 | 8991.36 |
Invesco Hybrid Mutual Fund
Invesco Hybrid Mutual Funds are available to the investors as a combination of both Equity and Debt Funds. These are known for allocating the assets into Equities as well as Debt Instruments. With such Mutual Funds, the investors don’t just enjoy capital growth but also indulge into fixed & regular income. Here is a list of Top 5 Invesco Hybrid Mutual Funds:
| Fund Name | 3 Year (%) | 5 Year (%) | NAV | Fund Size (Cr) |
| Invesco India Arbitrage Fund | 6.64 | 7.07 | 24.32 | 229.58 |
| Invesco India Dynamic Equity Fund | 6.91 | 8.33 | 28.41 | 994.6 |
| Invesco India Equity & Bond Fund | – | – | 10.14 | 445.64 |
| Invesco India Equity Savings Fund | – | – | 10.08 | 299.1 |
How to Invest in Invesco Mutual Funds via Paisabazaar.com?
Step 1: On Paisabazaar.com, Select the ‘Mutual Fund’ option
Step 2: If you are a registered user, login onto the platform using your mobile number and password/OTP. Or create a new account.
Step 3: Choose ‘Invest’ > ‘Explore All Funds’ on the left side bar.
Step 4: Select the Invesco Mutual Fund of your choice. Now, all the details of the fund including NAV, risk level, etc. will appear.
Step 5: Enter the amount you wish to invest, select the investment type – SIP or Lumpsum, and click on the ‘Confirm & add to cart’ option.
Step 6:You can complete the payment using net banking of major Indian banks.
The mutual fund units will be allotted to you within 5 working days. If you’re not KYC Compliant, you will need to complete your KYC before investing in mutual fund schemes.
How to Complete Your KYC Check for Invesco Mutual Funds?
If you’re a first time customer, you need to get your KYC Check before investing in Mutual Funds.
The KYC Process can be initiated and completed with any of the following SEBI-registered intermediaries:
- The Fund House (Asset Management Companies)
- KYC Registration Agency (KRA) such as CAMS, Karvy, CSDL (Central Depository Services Limited) Ventures, NSDL (National Securities Depository Limited) and NSE-owned (National Stock Exchange) DotEx International Limited
To complete your KYC online, follow these steps, and you’ll be good to go:
Step 1: Visit the website of Invesco Mutual Fund or any of the above-mentioned KRA’s website and create an investor account by filling in your personal details and your Aadhaar-linked mobile number so that you can verify the account using that OTP.
Step 2: Upload self-attested copies of your Identity Proof and Address Proof.
That’s all. Your Mutual Funds eKYC process is done!
Documents Required for Invesco Mutual Fund Investment
Here is a list of official documents required to validate the identity and address of an investor:
1. Identity Proof
- Aadhaar Card
- PAN Card
- Passport
- Driving License
2. Address Proof
- Aadhar Card
- Driving License
- Passport
- Recent Utility Bill
- Rental/Lease Agreement
Fund Managers at Invesco Asset Management Company
Taher Badshah (Chief Investments Officer)
Taher has joined the Investments team of Invesco AMC as a Chief Investments Officer in 2017. He has an overall experience of 24 years in Indian Equity Market. Previously, he was working with Motilal Oswal Asset Management as the Head of Equities. In Invesco, he is responsible for the equity management function. He has also worked with Kotak Mahindra Investment Advisors, ICICI Prudential Asset Management, Alliance Capital Asset Management, etc.
Amit Ganatra (Fund Manager)
As a Fund Manager, Amit Ganatra has professional experience of over 16 years. He is well-versed with equity research through which he is capable of taking intensive decisions and strategies for the portfolio management. He holds a degree of Commerce and a renowned Chartered Accountant.
Pranav Gokhale (Fund Manager)
Pranav is serving as a Fund Manager at Invesco Mutual Funds with more than 14 years of experience in Indian Equity Markets. He is a Chartered Account from Institute of Chartered Accountants of India. Pranav has previously worked with IL&FS (Assistant Manager – Senior Equity Analyst), ICICI Direct (Assistant Manager – Research), International Ship Repair LLC Fujairah (Senior Financial Officer) and Rosy Blue Securities.
Neelesh Dhamnaskar (Fund Manager)
Neelesh is working with the Equity Investment team of Invesco since 9 years. Also, he has more than 14 years of experience in the research and equity market. He has been analysing the Indian Equity market fluctuations to manage funds, take effective decisions and monitor the portfolio accordingly.
Frequently Asked Questions
Q. What is an Asset Management Company (AMC)?
A. AMC is an organisation which manages the pooled funds from numerous investors and invests them in various financial securities to generate returns.
Q. What is Net Asset Value (NAV)?
A. Net Asset Value measures the performance of an individual mutual fund scheme of an AMC. In essence, it is the market valuation of the securities the fund has invested in. So, the NAV per unit is derived from dividing the total market value of all the invested securities by total number of units issued. Since, the number of unit holders and valuation of securities change everyday, the NAV of a mutual fund also changes accordingly.
Q. What is Expense Ratio?
A. Expense Ratio refers to a small amount of fee charged by Asset Management Companies annually to manage investors’ assets. It covers the operating and managing cost incurred by the AMC. It is a percentage of the total assets invested by the investor.
Q. What is Entry Load?
A. When an investor purchases units of a mutual fund scheme for the first time, s/he is charged a small amount of processing fee by the Asset Management Company which is known as an Entry Load.
Q. What is Exit Load?
A. When investors redeem their investment from a mutual fund scheme, s/he is charged a small amount of processing fee which is known as an Exit Load. It is also charged when investors choose to switch between different mutual fund schemes of a specific AMC.
Know More: Costs Associated with Mutual Funds