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Table of Contents
- Why Invest in Invesco SIP Mutual Funds?
- Best SIP Funds by Invesco Mutual Fund for Equities
- How Does SIP Investment Grow?
- How to Invest in Invesco Mutual Fund Online?
Top 10 Funds
- Invesco India PSU Equity Fund
- Invesco India Infrastructure Fund
- Invesco India Mid Cap Fund
- Invesco India Growth Opportunities Fund
- Invesco India Contra Fund
- Invesco India Financial Services Fund
- Invesco India Multicap Fund
- Invesco India Feeder- Invesco Global Equity Income Fund
- Invesco India Largecap Fund
- Invesco India Tax Plan
Best Invesco SIP Mutual Funds 2025
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.
Talk to our investment specialist
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 (%) 2024 (%) Invesco India PSU Equity Fund Growth ₹56.69
↓ -0.51 ₹1,047 500 -6.6 -14.7 4.4 29.1 31.2 25.6 Invesco India Infrastructure Fund Growth ₹56.58
↓ -0.42 ₹1,255 500 -13.1 -17.2 5.5 23.7 33.6 33.2 Invesco India Mid Cap Fund Growth ₹151.03
↓ -1.88 ₹5,247 500 -12.8 -13.1 19.2 21.6 31 43.1 Invesco India Growth Opportunities Fund Growth ₹85.97
↓ -0.98 ₹5,930 100 -11.2 -13.5 15.2 19.8 25.8 37.5 Invesco India Contra Fund Growth ₹123.28
↓ -1.09 ₹15,962 500 -8.3 -13.4 14.8 18.6 27.4 30.1 Invesco India Financial Services Fund Growth ₹122.27
↓ -1.18 ₹1,094 100 -4.1 -8 14 18.5 23.2 19.8 Invesco India Multicap Fund Growth ₹119.46
↓ -0.74 ₹3,364 500 -12 -14.4 11.6 16.9 26.9 29.8 Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹27.1265
↓ -0.17 ₹31 500 5.3 2.2 14.7 16 21.4 13.7 Invesco India Largecap Fund Growth ₹62.87
↓ -0.44 ₹1,229 100 -6.4 -12.8 8.4 13.6 22.8 20 Invesco India Tax Plan Growth ₹114.52
↓ -0.88 ₹2,483 500 -10.2 -13.9 9.4 13.3 22.7 25.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Mar 25
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. Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a 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 infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a Below is the key information for Invesco India Infrastructure 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. Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Mid Cap 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. 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 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 (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. Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a Below is the key information for Invesco India Financial Services 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. Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Multicap 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. Invesco India Feeder- Invesco Global Equity Income Fund is a Equity - Global fund was launched on 5 May 14. It is a fund with High risk and has given a Below is the key information for Invesco India Feeder- Invesco Global Equity Income 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. Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Largecap 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 1. Invesco India PSU Equity Fund
CAGR/Annualized return of 12% since its launch. Ranked 33 in Sectoral category. Return for 2024 was 25.6% , 2023 was 54.5% and 2022 was 20.5% . Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (26 Mar 25) ₹56.69 ↓ -0.51 (-0.89 %) Net Assets (Cr) ₹1,047 on 28 Feb 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.39 Sharpe Ratio -0.67 Information Ratio -0.53 Alpha Ratio 0.52 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,266 28 Feb 22 ₹13,191 28 Feb 23 ₹15,226 29 Feb 24 ₹28,692 28 Feb 25 ₹25,610 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 10.2% 3 Month -6.6% 6 Month -14.7% 1 Year 4.4% 3 Year 29.1% 5 Year 31.2% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 2.5% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Dhimant Kothari 19 May 20 4.79 Yr. Data below for Invesco India PSU Equity Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 30.21% Utility 24.02% Financial Services 19.87% Energy 18% Basic Materials 6.08% Asset Allocation
Asset Class Value Cash 1.83% Equity 98.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL9% ₹114 Cr 3,894,619
↓ -443,636 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 5328989% ₹109 Cr 3,599,413 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN8% ₹97 Cr 1,251,543 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005477% ₹90 Cr 3,445,961 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003126% ₹75 Cr 2,868,783
↑ 1,206,383 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN6% ₹68 Cr 5,911,723
↑ 521,208 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL5% ₹60 Cr 153,175
↑ 17,924 BEML Ltd (Industrials)
Equity, Since 31 Aug 23 | 5000485% ₹59 Cr 152,998 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO5% ₹56 Cr 1,564,169 National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 5322344% ₹53 Cr 2,604,332 2. Invesco India Infrastructure Fund
CAGR/Annualized return of 10.5% since its launch. Ranked 24 in Sectoral category. Return for 2024 was 33.2% , 2023 was 51.1% and 2022 was 2.3% . Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (26 Mar 25) ₹56.58 ↓ -0.42 (-0.74 %) Net Assets (Cr) ₹1,255 on 28 Feb 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.34 Sharpe Ratio -0.37 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,627 28 Feb 22 ₹16,217 28 Feb 23 ₹17,572 29 Feb 24 ₹29,218 28 Feb 25 ₹27,836 Returns for Invesco India Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 7% 3 Month -13.1% 6 Month -17.2% 1 Year 5.5% 3 Year 23.7% 5 Year 33.6% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -2.6% Fund Manager information for Invesco India Infrastructure Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.49 Yr. Data below for Invesco India Infrastructure Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 55.97% Consumer Cyclical 8.55% Utility 8.11% Basic Materials 6.3% Technology 6.02% Communication Services 4.1% Health Care 3.46% Financial Services 1.98% Energy 1.95% Real Estate 1.64% Asset Allocation
Asset Class Value Cash 1.91% Equity 98.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹78 Cr 218,263 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 5328984% ₹63 Cr 2,097,430
↓ -221,454 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL4% ₹61 Cr 377,580
↑ 276,336 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Jan 24 | JYOTICNC3% ₹49 Cr 452,265 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390063% ₹48 Cr 33,576
↑ 23 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON3% ₹47 Cr 31,418
↑ 6,425 KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 19 | KEI3% ₹44 Cr 108,188 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Nov 24 | POWERINDIA3% ₹43 Cr 33,412
↑ 12,727 Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 30 Apr 24 | IRCTC3% ₹41 Cr 492,595 BEML Ltd (Industrials)
Equity, Since 31 May 23 | 5000483% ₹40 Cr 105,205
↓ -13,825 3. Invesco India Mid Cap Fund
CAGR/Annualized return of 16.3% since its launch. Ranked 38 in Mid Cap category. Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (26 Mar 25) ₹151.03 ↓ -1.88 (-1.23 %) Net Assets (Cr) ₹5,247 on 28 Feb 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.25 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,136 28 Feb 22 ₹15,671 28 Feb 23 ₹16,374 29 Feb 24 ₹24,371 28 Feb 25 ₹26,911 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 3.8% 3 Month -12.8% 6 Month -13.1% 1 Year 19.2% 3 Year 21.6% 5 Year 31% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.31 Yr. Amit Ganatra 1 Sep 23 1.5 Yr. Data below for Invesco India Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 22.9% Consumer Cyclical 20.76% Health Care 16.35% Technology 10.8% Industrials 10.14% Basic Materials 9.5% Real Estate 7.14% Communication Services 1.69% Asset Allocation
Asset Class Value Cash 0.72% Equity 99.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹245 Cr 16,854,973
↑ 3,399,885 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹238 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹234 Cr 12,506,782 Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON4% ₹233 Cr 155,335 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹232 Cr 436,534 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹209 Cr 363,079 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹208 Cr 431,234
↑ 54,676 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE3% ₹194 Cr 234,918 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹188 Cr 1,684,103
↑ 300,918 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE3% ₹178 Cr 1,305,659 4. Invesco India Growth Opportunities Fund
CAGR/Annualized return of 13% 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 (26 Mar 25) ₹85.97 ↓ -0.98 (-1.13 %) Net Assets (Cr) ₹5,930 on 28 Feb 25 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.15 Information Ratio 0.53 Alpha Ratio 8.42 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,351 28 Feb 22 ₹13,887 28 Feb 23 ₹14,248 29 Feb 24 ₹21,121 28 Feb 25 ₹22,851 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 3.1% 3 Month -11.2% 6 Month -13.5% 1 Year 15.2% 3 Year 19.8% 5 Year 25.8% 10 Year 15 Year Since launch 13% 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 1.31 Yr. Amit Ganatra 21 Jan 22 3.11 Yr. Data below for Invesco India Growth Opportunities Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 27.46% Consumer Cyclical 23.77% Health Care 13.77% Industrials 10.04% Technology 8.91% Real Estate 6.66% Basic Materials 4.9% Consumer Defensive 2.25% Communication Services 1.96% Asset Allocation
Asset Class Value Cash 0.27% Equity 99.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002514% ₹278 Cr 483,608
↑ 62,658 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO4% ₹265 Cr 612,171
↑ 38,698 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹260 Cr 2,077,721
↑ 399,318 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN4% ₹236 Cr 1,837,608
↑ 217,790 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹220 Cr 5,292,395
↑ 2,115,144 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹212 Cr 1,993,259 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433203% ₹202 Cr 9,152,597
↑ 2,446,793 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE3% ₹200 Cr 376,990 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON3% ₹195 Cr 130,340 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF3% ₹195 Cr 13,404,597
↑ 949,280 5. Invesco India Contra Fund
CAGR/Annualized return of 15% 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 (26 Mar 25) ₹123.28 ↓ -1.09 (-0.88 %) Net Assets (Cr) ₹15,962 on 28 Feb 25 Category Equity - Contra AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.07 Information Ratio 1.03 Alpha Ratio 7.96 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,081 28 Feb 22 ₹15,089 28 Feb 23 ₹15,826 29 Feb 24 ₹22,377 28 Feb 25 ₹23,905 Returns for Invesco India Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 3.5% 3 Month -8.3% 6 Month -13.4% 1 Year 14.8% 3 Year 18.6% 5 Year 27.4% 10 Year 15 Year Since launch 15% 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 1.25 Yr. Taher Badshah 13 Jan 17 8.13 Yr. Data below for Invesco India Contra Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 31.23% Health Care 14.4% Consumer Cyclical 13.45% Technology 11.07% Industrials 9.42% Basic Materials 4.79% Consumer Defensive 3.75% Utility 3.1% Communication Services 1.98% Energy 1.33% Real Estate 1.33% Asset Allocation
Asset Class Value Cash 2.34% Equity 97.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK8% ₹1,351 Cr 7,951,434
↑ 70,941 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK7% ₹1,260 Cr 10,059,466
↑ 151,331 Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY7% ₹1,155 Cr 6,141,812 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5322153% ₹546 Cr 5,535,787 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M3% ₹517 Cr 1,728,478
↑ 152,675 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT3% ₹466 Cr 1,304,935
↑ 126,136 NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 5325553% ₹433 Cr 13,353,855 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Mar 24 | APOLLOHOSP3% ₹429 Cr 630,597
↑ 43,597 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL2% ₹403 Cr 13,773,850 REC Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5329552% ₹393 Cr 8,727,741 6. Invesco India Financial Services Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 5 in Sectoral category. Return for 2024 was 19.8% , 2023 was 26% and 2022 was 12.8% . Invesco India Financial Services Fund
Growth Launch Date 14 Jul 08 NAV (26 Mar 25) ₹122.27 ↓ -1.18 (-0.96 %) Net Assets (Cr) ₹1,094 on 28 Feb 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.39 Sharpe Ratio -0.09 Information Ratio 0.58 Alpha Ratio -8.25 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,520 28 Feb 22 ₹12,135 28 Feb 23 ₹13,066 29 Feb 24 ₹18,141 28 Feb 25 ₹19,020 Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 5.6% 3 Month -4.1% 6 Month -8% 1 Year 14% 3 Year 18.5% 5 Year 23.2% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -2.1% Fund Manager information for Invesco India Financial Services Fund
Name Since Tenure Dhimant Kothari 1 Jun 18 6.75 Yr. Hiten Jain 19 May 20 4.79 Yr. Data below for Invesco India Financial Services Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 92.23% Technology 2.11% Health Care 1.51% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK21% ₹242 Cr 1,927,995
↑ 279,445 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK17% ₹190 Cr 1,120,451
↑ 41,761 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN6% ₹65 Cr 838,841 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322156% ₹64 Cr 645,964 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCAMC4% ₹42 Cr 109,648 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433903% ₹35 Cr 202,712 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5900033% ₹32 Cr 1,332,287 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN3% ₹29 Cr 226,548 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX2% ₹28 Cr 49,069 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIGI2% ₹28 Cr 150,629 7. Invesco India Multicap Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 29.8% , 2023 was 31.8% and 2022 was -2.2% . Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (26 Mar 25) ₹119.46 ↓ -0.74 (-0.62 %) Net Assets (Cr) ₹3,364 on 28 Feb 25 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio -0.07 Information Ratio 0.05 Alpha Ratio 5.74 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,638 28 Feb 22 ₹14,957 28 Feb 23 ₹15,479 29 Feb 24 ₹21,890 28 Feb 25 ₹22,703 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 3.3% 3 Month -12% 6 Month -14.4% 1 Year 11.6% 3 Year 16.9% 5 Year 26.9% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 6.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.49 Yr. Dhimant Kothari 1 Dec 23 1.25 Yr. Data below for Invesco India Multicap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 17.59% Industrials 16.09% Technology 14.25% Consumer Cyclical 13.88% Health Care 12.43% Basic Materials 8.77% Consumer Defensive 6.67% Real Estate 3.17% Utility 2.58% Communication Services 2.25% Asset Allocation
Asset Class Value Cash 2.33% Equity 97.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY6% ₹210 Cr 1,117,999
↓ -188,824 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹154 Cr 1,231,144
↓ -293,630 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5002513% ₹120 Cr 209,077
↑ 42,453 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 24 | POWERINDIA3% ₹110 Cr 85,290
↑ 17,575 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK2% ₹92 Cr 540,399
↑ 540,399 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901572% ₹84 Cr 700,390
↑ 27,521 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN2% ₹83 Cr 644,407 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5008002% ₹79 Cr 772,652 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 24 | VBL2% ₹74 Cr 1,379,496
↑ 163,114 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 23 | MCX2% ₹65 Cr 113,063
↓ -2,196 8. Invesco India Feeder- Invesco Global Equity Income Fund
CAGR/Annualized return of 9.6% since its launch. Ranked 12 in Global category. Return for 2024 was 13.7% , 2023 was 27% and 2022 was -2.1% . Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (26 Mar 25) ₹27.1265 ↓ -0.17 (-0.64 %) Net Assets (Cr) ₹31 on 28 Feb 25 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio 1.65 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,577 28 Feb 22 ₹13,676 28 Feb 23 ₹15,367 29 Feb 24 ₹18,388 28 Feb 25 ₹22,279 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 26 Mar 25 Duration Returns 1 Month -2.5% 3 Month 5.3% 6 Month 2.2% 1 Year 14.7% 3 Year 16% 5 Year 21.4% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 4% Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
Name Since Tenure Herin Shah 1 Aug 24 0.58 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 18.35% Technology 16.87% Industrials 16.75% Health Care 11.16% Consumer Cyclical 8.43% Consumer Defensive 7.8% Real Estate 4.22% Basic Materials 2.9% Communication Services 2.36% Energy 1.7% Asset Allocation
Asset Class Value Cash 4.17% Equity 90.54% Other 5.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -96% ₹28 Cr 21,026 Triparty Repo
CBLO/Reverse Repo | -5% ₹2 Cr Net Receivables / (Payables)
Net Current Assets | -1% ₹0 Cr 9. Invesco India Largecap Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 39 in Large Cap category. Return for 2024 was 20% , 2023 was 27.8% and 2022 was -3% . Invesco India Largecap Fund
Growth Launch Date 21 Aug 09 NAV (26 Mar 25) ₹62.87 ↓ -0.44 (-0.69 %) Net Assets (Cr) ₹1,229 on 28 Feb 25 Category Equity - Large Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio -0.29 Information Ratio 0.02 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,136 28 Feb 22 ₹14,715 28 Feb 23 ₹14,485 29 Feb 24 ₹19,914 28 Feb 25 ₹20,141 Returns for Invesco India Largecap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 4.2% 3 Month -6.4% 6 Month -12.8% 1 Year 8.4% 3 Year 13.6% 5 Year 22.8% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 4.6% Fund Manager information for Invesco India Largecap Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.49 Yr. Hiten Jain 1 Dec 23 1.25 Yr. Data below for Invesco India Largecap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 27.46% Consumer Cyclical 17.18% Technology 13.91% Industrials 10.72% Consumer Defensive 10.31% Energy 6.69% Health Care 5.67% Communication Services 3.93% Utility 2.51% Basic Materials 1.15% Asset Allocation
Asset Class Value Cash 0.45% Equity 99.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK9% ₹119 Cr 699,213
↑ 41,837 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK8% ₹101 Cr 809,462 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY5% ₹66 Cr 349,212 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE5% ₹62 Cr 492,969
↑ 86,922 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS4% ₹57 Cr 138,957
↑ 14,715 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL4% ₹51 Cr 314,808
↑ 83,497 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | 5008004% ₹50 Cr 486,077
↑ 78,179 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 5322153% ₹45 Cr 458,923
↑ 17,278 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TITAN3% ₹40 Cr 114,075 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M3% ₹33 Cr 109,617
↑ 19,662 10. Invesco India Tax Plan
CAGR/Annualized return of 14.3% 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 (26 Mar 25) ₹114.52 ↓ -0.88 (-0.76 %) Net Assets (Cr) ₹2,483 on 28 Feb 25 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio -0.25 Information Ratio -0.29 Alpha Ratio 2.6 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,530 28 Feb 22 ₹14,568 28 Feb 23 ₹14,043 29 Feb 24 ₹19,877 28 Feb 25 ₹20,069 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 3.8% 3 Month -10.2% 6 Month -13.9% 1 Year 9.4% 3 Year 13.3% 5 Year 22.7% 10 Year 15 Year Since launch 14.3% 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 4.49 Yr. Dhimant Kothari 29 Mar 18 6.93 Yr. Data below for Invesco India Tax Plan as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 24.39% Industrials 17.32% Consumer Cyclical 15.27% Technology 13.41% Health Care 10.95% Basic Materials 6.12% Consumer Defensive 5.21% Energy 2.6% Utility 1.86% Communication Services 1.65% Real Estate 0.8% Asset Allocation
Asset Class Value Cash 0.41% Equity 99.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK7% ₹182 Cr 1,072,903 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK5% ₹152 Cr 1,212,581 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 23 | TCS4% ₹111 Cr 269,107
↓ -13,858 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹96 Cr 972,099
↑ 195,478 Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY3% ₹75 Cr 401,230
↑ 104,036 LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM2% ₹68 Cr 115,731
↑ 18,281 Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 5434262% ₹66 Cr 561,196 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | DIVISLAB2% ₹66 Cr 118,279 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 22 | DIXON2% ₹65 Cr 43,113
↑ 2,889 Clean Science and Technology Ltd (Basic Materials)
Equity, Since 31 May 23 | 5433182% ₹64 Cr 447,400
↑ 4,888
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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