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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.
Types of Mutual Fund offered by Invesco Mutual Fund Equity Funds
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
| Description | Invesco 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. |
| Objective | Main objective is to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing. |
| Date of Allotment | April 11, 2007 |
| Benchmark | S&P BSE 500 TRI |
| Type of Scheme | This scheme is suitable for investors who are seeking:
|
| Minimum Investment | Rs. 1,000 and an additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil - 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
| Description | Key features of the scheme include:
|
| Objective | Main 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 Allotment | July 14, 2008 |
| Benchmark | Nifty Financial Services TRI |
| Type of Scheme | This open-ended scheme is Suitable for investors who are seeking:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil - 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
| Description | Key Features of this scheme include:
|
| Objective | To generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies. |
| Date of Allotment | August 9, 2007 |
| Benchmark | S&P BSE 250 Large Midcap 65:35 TRI |
| Type of Scheme | Open ended equity scheme that is suitable for investors who are seeking:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil - 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
| Description | This scheme is meant for:
|
| Objective | Main 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 Allotment | November 21, 2007 |
| Benchmark | S&P BSE India Infrastructure TRI |
| Type of Scheme | Open-ended scheme that is aimed at investors who are looking for:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil - 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
| Description | This open-ended scheme primarily invests in large cap companies. Investments will be across sectors and in "growth" stocks or "value" stocks or both. |
| Objective | The main investment objective is to generate capital appreciation by investing predominantly in Large-cap companies. |
| Date of Allotment | August 21, 2009 |
| Benchmark | Nifty 50 TRI |
| Type of Scheme | Ideal for investors who are seeking:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil - 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
| Description | This open-ended scheme primarily invests in mid cap companies. Key features include:
|
| Objective | Main objective is to generate capital appreciation by investing predominantly in Midcap companies. |
| Date of Allotment | April 19, 2007 |
| Benchmark | Nifty Midcap 100 TRI |
| Type of Scheme | Ideal for investors who are seeking:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil - 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
| Description | This scheme invests in a combination of large, mid and small cap companies. |
| Objective | Main objective is to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments across market capitalization. |
| Date of Allotment | March 17, 2008 |
| Benchmark | S&P BSE AllCap TRI |
| Type of Scheme | Ideal for investors who are seeking:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil - 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
| Description | Key features of the scheme include:
|
| Objective | Main 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 Allotment | November 18, 2009 |
| Benchmark | S&P BSE PSU Index TRI |
| Type of Scheme | Ideal for investors who are seeking:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil - 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
| Description | Key features of the scheme include:
|
| Objective | Main objective is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. |
| Date of Allotment | December 29, 2006 |
| Benchmark | S&P BSE 200 TRI |
| Type of Scheme | Ideal for investors who are seeking:
|
| Minimum Investment | Rs. 500 and additional purchase of Rs. 500 |
| Entry Load | Nil |
| Exit Load | Nil. 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
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
| Description | The fund invests in bonds and money market securities issued by Banks, PSU companies, Municipal Corporations or Public Financial Institutions (PFIs) |
| Objective | Main 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 Allotment | December 29, 2012 |
| Benchmark | CRISIL Short Term Bond Fund Index |
| Type of Scheme | Open ended scheme suitable for investors who are seeking:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil |
Invesco India Corporate Bond Fund
| Description | Key features of the scheme include:
|
| Objective | Investment 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 Allotment | August 2, 2007 |
| Benchmark | CRISIL AAA Short Term Bond Index |
| Type of Scheme | The 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 Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil |
Invesco India Credit Risk Fund
| Description | The scheme offers following features to investors:
|
| Objective | Main 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 Allotment | September 4, 2014 |
| Benchmark | CRISIL Composite AA Short Term Bond |
| Type of Scheme | Suitable for investors looking for:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil - 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
| Description | This fund primarily invests in bonds issued and guaranteed by Central and State Government of India. |
| Objective | The 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 Allotment | February 9, 2008 |
| Benchmark | CRISIL 10 Year Gilt Index |
| Type of Scheme | The scheme offers following to investors:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil |
Invesco India Liquid Fund
| Description | The fund focuses on investments in money market and debt securities with a maturity of up to 91 days. |
| Objective | Main objective is to generate income commensurate with low risk and high liquidity, through a portfolio of debt and Money Market Instruments. |
| Date of Allotment | November 17, 2006 |
| Benchmark | CRISIL Liquid Fund Index |
| Type of Scheme | The scheme offers following to investors:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil |
Invesco India Money Market Fund
| Description | The fund focuses on investments in money market with maturity of up to 1 year |
| Objective | Main objective is to generate superior risk-adjusted returns by investing in Money Market Instruments. |
| Date of Allotment | August 28, 2009 |
| Benchmark | CRISIL Liquid Fund Index |
| Type of Scheme | The scheme offers following to investors:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil |
Invesco India Short Term Fund
| Description | Key features of this scheme include:
|
| Objective | Main 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 Allotment | March 24, 2007 |
| Benchmark | CRISIL Short Term Bond Fund Index |
| Type of Scheme | The scheme offers following to investors:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil |
Invesco India Short Term Fund
| Description | Key features of this scheme include:
|
| Objective | Main 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 Allotment | March 24, 2007 |
| Benchmark | CRISIL Short Term Bond Fund Index |
| Type of Scheme | The scheme offers following to investors:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil |
Invesco India Treasury Advantage Fund
| Description | Key features of this scheme include:
|
| Objective | Key objective is to generate income by investing in debt and Money Market Instruments. |
| Date of Allotment | January 18, 2007 |
| Benchmark | CRISIL Low Duration Debt Index |
| Type of Scheme | The scheme offers following to investors:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil |
Invesco India Ultra Short-Term Fund
| Description | Key features of this scheme include:
|
| Objective | Key objective is to generate accrual income by investing in a portfolio of short-term money market as well as debt instruments. |
| Date of Allotment | December 30, 2010 |
| Benchmark | CRISIL Ultra Short-Term Debt Index |
| Type of Scheme | The scheme offers following to investors:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil |
Invesco Hybrid Funds
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
| Description | Key features of the scheme include:
|
| Objective | Primary 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 Allotment | April 30, 2007 |
| Benchmark | Nifty 50 Arbitrage |
| Type of Scheme | This scheme is ideal for investors seeking:
|
| Minimum Investment | Rs. 1000 and in multiples of Re 1 thereafter |
| Entry Load | Nil |
| Exit Load | 0.5% (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
| Description | Key features of this fund include:
|
| Objective | The primary objective of the scheme is to generate capital appreciation by investing in equity and debt securities which are managed dynamically. |
| Date of Allotment | October 4, 2007 |
| Benchmark | CRISIL Hybrid 35+65 Aggressive |
| Type of Scheme | This scheme is best suited for investors seeking:
|
| Minimum Investment | Rs. 5000 and in multiples of Re 1 thereafter |
| Entry Load | Nil |
| Exit Load | Nil - 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
| Description | Some of the key features of this fund include:
|
| Objective | Primary 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 Allotment | June 30, 2018 |
| Benchmark | CRISIL Hybrid 35+65 – Aggressive Index |
| Type of Scheme | This scheme mainly offers:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 1,000 |
| Entry Load | Nil |
| Exit Load | Nil - 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
| Description | Key features of this scheme include:
|
| Objective | Main 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 Allotment | March 6, 2019 |
| Benchmark | Nifty Equity Savings Index |
| Type of Scheme | The scheme offers:
|
| Minimum Investment | Rs. 1,000 and additional purchase of Rs. 500 |
| Entry Load | Nil |
| Exit Load | 0.25% - 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. |
Reasons to Select Invesco Mutual Fund
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
How to Invest in Invesco Mutual Fund?
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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