Invesco Mutual Fund
AUM
₹ 1,08,364 cr.
AMC Age
18 Years
No. Of Schemes
353
Invesco Mutual Funds, managed by Invesco Asset Management India, offer varied investment options to meet different risk profiles. Backed by Invesco's global presence, they provide a reliable platform for investors to achieve their financial goals with confidence.
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About Invesco Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Invesco Mutual Fund, managed by Invesco Asset Management India, is a subsidiary of Invesco Ltd., a leading global asset management company headquartered in Atlanta, USA. Established in India in 2006, Invesco Mutual Fund has built a strong presence by offering a wide range of investment products across equity, debt, and hybrid categories, catering to diverse investor needs.
Key Features
- Backed by the expertise and global network of Invesco Ltd., which operates in over 25 countries, providing deep market insights and robust investment strategies.
- Offers a comprehensive suite of mutual fund schemes, including equity, debt, hybrid, and solution-oriented funds, designed to help investors achieve their financial goals.
- Strong focus on research-driven investment processes and risk management to ensure consistent performance and protect investor interests.
- Serves millions of investors through its offices in major cities across the country, delivering reliable investment solutions and superior customer service.
Documents Required
To invest in Invesco Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Invesco Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Invesco Mutual Fund Managers
Mr. Aditya Khemani - Equity
Mr. Deepak Gupta - Dealer and FM -Equity
Mr. Herin Shah
Mr. Krishna Cheemalapati - Fixed Income
Mr. Manish Kalani - SVP & FM - Equity
How To Invest In Invesco Mutual Fund With Choice?
Invesco Mutual Fund FAQs
The best Invesco Mutual Fund depends on your financial goals and risk tolerance. Equity funds are ideal for long-term growth, debt funds offer stability with lower risk, and hybrid funds provide a balanced approach by combining both. With Choice, you can leverage advanced research tools and in-depth fundamental and technical analysis to identify the most suitable Invesco Mutual Fund.
Invesco Mutual Funds are subject to taxation based on the type of investment and the holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in Invesco Mutual Funds through Choice, you will need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the Know Your Customer (KYC) process is mandatory before investing. Non-individual investors may be required to provide additional documents, all of which can be conveniently uploaded on the Choice FinX platform.
The minimum investment amount for Invesco Mutual Funds varies based on the specific scheme and the chosen investment method. Typically, lump sum investments start at 1000, while Systematic Investment Plans (SIPs) can begin with as little as 500.
Returns on Invesco Mutual Funds are determined using the Net Asset Value (NAV). The formula is: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. For SIP investments, the Extended Internal Rate of Return (XIRR) method is used to calculate returns. Choice provides real-time NAV tracking and built-in return calculators, allowing investors to estimate potential earnings with accuracy.
Yes, you can seamlessly switch between different Invesco Mutual Funds using the Choice FinX platform. The process is quick and user-friendly, but it is important to consider exit loads and tax implications, which may apply depending on the duration of your investment.
Charges associated with Invesco Mutual Funds include the Expense Ratio, Exit Load for early redemption, and Transaction Fees on investments above a certain threshold.
No, a Demat account is not required to invest in Invesco Mutual Funds through Choice FinX. You can invest directly in mutual funds via the platform. However, if you prefer to hold your mutual fund units in electronic format, a Choice Demat account can be useful as an alternative.
You can easily access your Invesco Mutual Fund statement through the Choice FinX platform under the Portfolio section. Additionally, statements can be obtained via the Invesco Mutual Fund website, email requests, or through CAMS/Karvy portals for added convenience.
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