Invesco, a US-based fund house, entered India back in 2013 in partnership with Religare Securities Ltd. to form Religare Invesco Asset Management Co. Ltd. The former owned a 49% stake in the asset management company, with the rest being held by the latter.
In 2016, Invesco bought the remaining 51% of shareholding owned by the co-sponsor Religare and renamed it as Invesco Mutual Fund. The company is a trust set up under the Indian Trusts Act, 1882 and registered with SEBI under the registration code MF/052/06/01 dated 05 May 2006.
Invesco Asset Management (India) aims to serve the investment needs of individual investors, corporate and institutions through mutual funds and sub-advised portfolios. Its product portfolio is managed by individually focused management teams to create optimum balance and results. Committed to providing financial care and top-class services Invesco subscribe to sustainable business models and processes that factor in the dynamism of the business in fast-changing market scenarios. Investors can expect best-in-class investment products that will leverage its expertise and global resources of Invesco.
Invesco
Established in 1935, Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. It manages $1.35 trillion in assets on behalf of clients worldwide (as of January 31, 2021) with specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies.
Invesco is a leading independent global investment manager, dedicated to helping investors worldwide achieve their financial objectives. Operating in more than 25 countries, Invesco provides a wide range of investment products, strategies and vehicles to retail, institutional and high net-worth clients around the world. Invesco strives to deliver strong, long-term investment performance and service across a comprehensive range of investment products for individuals and institutions around the world. Invesco, as a group, undertakes asset management, real estate, and private equity investment activities. Invesco has more than 8000 employees worldwide, on the ground in 25 countries such as in Australia, Canada, China, Europe, Hong Kong, India, Japan, Korea, Singapore, Taiwan and the United States etc.
As of March 2024, Invesco Asset Management is managing an Average AUM of INR 74314.38 crores, and as of May 31, 2023, 80 mutual fund schemes are available for selection through Invesco Mutual Fund. In the previous five years, this fund also provided a CAGR of 20.27%.
List of Invesco Mutual Fund in India
Fund Name |
Category |
Risk |
1Y Returns |
Rating |
Fund Size(in Cr) |
Uti Banking & Psu Fund-regular Plan - Regular Plan - Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Childrens Hybrid Fund-regular Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Childrens Equity Fund-regular Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Corporate Bond Fund - Regular Growth Plan-growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Equity Savings Fund - Regular Growth Plan - Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Focused Fund - Regular Plan Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Balanced Advantage Fund - Regular Plan - Growth Option
|
HYBRID (NC) |
Very High |
82.8% |
5 |
₹1,239 |
Uti Innovation Fund - Regular Plan - Growth Option
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Floater Fund-regular Growth Plan
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Gilt Fund With 10 Year Constant Duration- Regular Plan - Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Gold Etf Fund Of Fund- Regular Plan -growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Aggressive Hybrid Fund - Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Banking And Financial Services Fund - Growth Plan
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Low Duration Fund-regular Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Medium To Long Duration Fund -regular Plan-growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Credit Risk Fund - Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Liquid Fund - Regular Plan Growth
|
LIQUID |
Very High |
82.8% |
5 |
₹1,239 |
Uti Liquid Fund - Regular Plan Growth
|
LIQUID |
Very High |
82.8% |
5 |
₹1,239 |
Uti Dynamic Bond Fund - Growthplan
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Dividend Yield Fund - Growth Option
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Flexi Cap Fund-regular Plan-growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Elss Tax Saver Fund -regular Plan-growth
|
ELSS |
Very High |
82.8% |
5 |
₹1,239 |
Uti Ultra Short Duration Fund -regular Plan-growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Gilt Fund-regular Regular Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Overnight Fund - Growth Plan
|
LIQUID |
Very High |
82.8% |
5 |
₹1,239 |
Uti Overnight Fund - Growth Plan
|
LIQUID |
Very High |
82.8% |
5 |
₹1,239 |
Uti India Consumer Fund - Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Infrastructure Fund - Growth Plan
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Mid Cap Fund - Growth Plan
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Conservative Hybrid Fund-regular Plan - Growth Plan
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Money Market Fund-regular Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Mnc Fund - Growth Plan
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Large Cap Fund- Regular Plan- Rowth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Value Fund -regular Plan-growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Healthcare Fund - Growth Plan
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Short Duration Fund-regular Plan-growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Large & Mid Cap Fund - Regular Plan-growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Transportation And Logistic Sector - Growth Plan
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Long Duration Fund-regular Plan-growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Bse Low Volatility Index Fund - Regular Growth Plan
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Nifty Midcap 150 Quality 50 Index Fund - Regular Plan Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Medium Duration Fund -regular Plan-growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Nifty 50 Index Fund - Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Nifty200 Momentum 30 Index Fund - Regular Plan Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Nifty Sdl Plus Aaa Psu Bond Apr 2028 75:25 Index Fund - Regular Plan - Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Nifty Sdl Plus Aaa Psu Bond Apr 2026 75:25 Index Fund -regular Plan-growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Nifty 500 Value 50 Index Fund - Regular Plan - Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Nifty Next 50 Index Fund - Regular Growth Plan
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Retirement Fund -regular Plan- Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Bse Housing Index Fund - Regular Plan - Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Silver Etf Fund Of Fund - Regular Plan - Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Arbitrage Fund - Growth Plan
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Crisil Sdl Maturity June 2027 Index Fund - Regular Plan - Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Bse Sensex Index Fund - Regular Growth Plan
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Crisil Sdl Maturity April 2033 Index Fund-regular Plan - Growth
|
DEBT |
Very High |
82.8% |
5 |
₹1,239 |
Uti Small Cap Fund - Regular Growth Plan
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Uti Multi Asset Allocation Fund - Regular Plan - Growth
|
EQUITY |
Very High |
82.8% |
5 |
₹1,239 |
Key information about Invesco Asset Management (India) Ltd.
Mutual fund name |
John Doe |
Asset management company name |
Alexander Pierce |
AMC Setup Date |
Bob Doe |
AMC Incorporation Date |
Mike Doe |
Sponsor name |
Mike Doe |
Name of trustees |
Mike Doe |
Chairman |
Mike Doe |
MD and CEO |
Mike Doe |
CIO |
Mike Doe |
Compliance Officer |
Mike Doe |
Investor Service Officer |
Mike Doe |