Invesco Mutual Fund – Review, Fund Managers, KYC Process, Fees, Benefits & more

We have discussed brief information about Invesco Mutual Fund AMC, one of the top five mutual fund companies.

Invesco is one of the best methods to invest in a SIP. The company is based in Georgia.

The company offers a great platform for investment in equity funds, alternatives, exchange-traded funds, and much more.

Currently, the company is operating in 25+ countries. If you want to fulfill your financial goals, Invesco also has long-term plans that will help you achieve them.

The article can guide you to understand how to invest in Invesco mutual funds.

Also, you can know about their fund managers, key personnel, and also about their best performing mutual fund schemes.

About Invesco Mutual Fund

Invesco is an American mutual fund company that is based in Atlanta, Georgia. Currently, it is one of the world’s leading global investment firms.

The sole aim of the investment management firm is to serve every investment need of all the individual investors and institutions.

There has always been a misconception that you need a lot of money to invest in any kind of SIPs.

With Invesco, you start investing with as low as INR 500. The company is a trust which is set up under the Indian Trusts Act.

The company has more than 8,000 employees worldwide. Its portfolio managers, analysts, and researchers are across North America, Asia, and Europe.

Furthermore, the company has always kept its investors as their top priority. Also, they have always appreciated the diverse perspectives of its employees.

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Why Invest in Invesco AMC?        

Reasons to invest in Invesco AMC can be many. Invesco AMC is one of the safest investment platforms that one can invest in to meet their financial goals.

Invesco Offers paperless sign-up – This means you don’t have to carry your documents anywhere just to start investing.

With Invesco, you can start investing right from your home, anytime you want by registering with their application or website.

All you have to do is submit the documents online and your account will be verified and ready to use.

Expert Assistance – The company also offers recommendations from experts. It can help you achieve a much greater financial goal and also guides you throughout the investment process.

Invesco is registered with SEBI – SEBI is the most trusted regulator of the markets and investment firms in India.

How to invest with Invesco Mutual Funds? 

Thanks to Invesco, Investing has never been easier. The company has also simplified the investing process to a great extent.

Their process makes it understandable even for an investor who is just beginning his investing journey.

Step 1 – Open your Invesco Account. Create an account from this page, if you do not have one.

Step 2 – Upload all necessary documents to verify your identity and account.

Step 3 – You will also have to upload an address proof while setting up your account. We move to the period selection.

Step 4 – Select the investment period favorable to you.

Step 5 – Select your risk tolerance. You have to choose from high, mid or low.

Step 6 – Select the Mutual Fund Scheme you want to invest in.

Step 7 – You can either go for a one-time investment where you will have to invest a specific amount or else, you can start a SIP.

In these few steps, you can start investing with Invesco Mutual Funds.

Invesco AMC – Fund Managers 

These are the top 5 fund managers in Invesco. All of them handle different schemes and have years of experience.

Amit Ganatra – Mr. Amit Ganatra is the Senior Fund Manager at Invesco since 2007. He manages Assets Under Management of INR 7, 321 Crore invested in about 20 Invesco Schemes.

Mr. Amit has a degree in B. Com and is also a chartered accountant and a chartered financial analyst.

Pranav Gokhale – Mr. Pranav Gokhale is the fund manager of equities at Invesco since 2008.

He also manages an Assets Under Management of INR 2.893 Crore that is invested in about 21 Invesco Schemes.

Mr. Pranav is also a Chartered accountant and he also holds degrees in both B. Com and M. Com from Mumbai University.

Neelesh Dhamnaskar – He is the fund manager of both equities and analyst at Invesco since 2010. He has also cleared CFA level 2 and holds a degree in B. Com and MMS.

Nitin Gosar – He is the fund manager at Invesco since 2011. Mr. Gosar has a degree in BMS and is also a Chartered Financial Analyst,

Nitish Sikand – He is the fund manager of fixed income at Invesco since 2007. He has a PGBDM in finance and also holds a B. Com degree.

Invesco Mutual Fund – Key Personnel 

• Chief Executive Officer – Saurabh Nanavati, and
• Chief Finance Officer – Ketan Ugrankar.
• Now, Chief Investment Officer – Taher Badshah, and
• Head of Fixed Income – Vikas Garg. Now,
• Head of Compliance and Risk – Suresh Jakhotiya.
• Then, Head of Institutional Sales – Rohit Goyal
• Head of Marketing and Products – Haresh Sadani. Then,
• Head of Retail Sales – Sandhir Sharma.
• Independent Director – Bakul Patel. Then,
• Independent Director – Satyananda Mishra.
• Then, Independent Director – G. Anantharaman
• Associate Director – Andrew Tak Shing Lo
• Associate Director – Terry Pan

How to do KYC Check for Invesco Mutual Fund?

KYC checks can be done online very easily. Following are the steps to do a KYC check for Invesco Mutual Fund.

Step 1 – Log in to your account on their website.

Step 2 – Enter either PAN or Aadhar Number, validate OTP. The OTP will be sent to the mobile number registered UIDAI.

Step 3 – Information will be downloaded from UIDAI, which will then be used for KYC Check.

Step 4 – Once the verification is complete. You can start investing.

For investing more than INR 50,000, you should give a signed e-KYC and complete In-Person Verification. You can also do this at the nearest Investor Service Centre.

Documents Required to Invest in Invesco AMC

Two types of documents are required to start investing in Invesco AMC, Identity Proof, and Address Proof.

Besides, these documents are a must to verify your account. Without these documents, Invesco will not allow investing.

Documents for Identity Proof – Aadhar Card, PAN Card, Passport, Driving License

Documents for Address Proof – Aadhar Card, Driving License, Passport, Recent Utility Bill, Rental Agreement.

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Invesco Mutual Fund Fees or Charges  

Details of Invesco Mutual Fund Fees

Invesco India Arbitrage Fund – Growth – Direct Plan – Expense Ratio – 0.31, Exit Load – 0.50 (15)

Also, Invesco India Banking & PSU Debt Fund – Growth – Direct Plan – Expense Ratio – 0.23, Exit Load – Nil

Now, Invesco India Contra Fund – Growth – Direct Plan – Expense Ratio – 0.56, Exit Load – 1.00 (365)

Invesco India Corporate Bond Fund – Growth – Direct Plan – Expense Ratio – 0.20, Exit Load – Nil

Besides, Invesco India Credit Risk Fund – Growth – Direct Plan – Expense Ratio – 0.36, Exit Load – 1.00 (365)

Invesco India Dynamic Equity Fund-Growth – Direct Plan – Expense Ratio – 1.06, Exit Load – 0.25 (90)

Invesco India Equity & Bond Fund – Growth – Direct Plan – Expense Ratio – 0.77, Exit Load – 1.00 (365)

Besides, Invesco India Equity Savings Fund – Growth – Direct Plan – Expense Ratio – 0.68, Exit Load – 0.25 (30)

Invesco India Feeder – Invesco Global Equity Income Fund – Growth – Direct Plan – Expense Ratio – 0.49, Exit Load – 1.00 (365)

Best Performing Invesco Mutual Fund 

• Invesco India Contra Fund Direct-Growth – Annual return in the last three years – 27.2%. AUM – INR 6,010 Crore
• Invesco India Infrastructure Fund – This fund has given an annual return of 21.1%, AUM – INR 67 Crore
• Besides, Invesco India Tax Plan – Annual Return – 23.7%, AUM – INR 1,386 Crore.
• Besides, Invesco India Large-cap Fund – Annual Return – 17.7%, AUM – INR 287 Crore.
• Invesco India Growth Opportunities Fund – Annual Return – 18.9%, AUM – INR 3,472 Crore.
• Invesco India Treasury Advantage Fund – Annual Return – 7.2%, AUM – INR 2,818 Crore.
• Besides, Invesco India Mid Cap Fund – Annual Return – 30.7%, AUM – INR 1,228 Crore.
• Invesco India Financial Services Fund – Annual Return – 5.8%, AUM – INR 279 Crore.
• Invesco India PSU Equity Fund – Annual Return – 10.6%, AUM – INR 162 Crore.
• Besides, Invesco India Short Term Fund – Annual Return – 10.0%, AUM – INR 1,277 Crore.

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Top 10 Invesco AMC Funds

Check Top 10 Invesco Mutual Funds

AMC Funds or Asset Management Company Funds get funding in a pooled form that is invested by the company for their clients.

Invesco deals in various AMC funds like Invesco India Arbitrage Fund- Growth-Direct Plan where you earn the differential amount.

The growth-direct plan refers to investing in the growth option of a scheme through a direct regular plan.

Other popular plans are Invesco India Banking & PSU Debt Fund (invests in debt funds and MMI issued by banks). We have Invesco India Contra Fund (invests in less attractive valued companies).

Also, there is Invesco India Corporate Bond Fund (invests mostly in corporate bonds).

Included is Invesco India Credit Risk Fund (invests in debt securities of varying maturities across the credit spectrum).

Besides, Invesco India Equity and Bond Fund (invests in equity and bond instruments), etc. All these are a part of a growth-direct plan.

Best Invesco Mutual Fund-Portfolio

Details of Top Invesco Funds Portfolio

Invesco has various mutual fund- portfolio management plans for the people. Mutual funds are the most popular investment choice for people.

It is because of the advantages of portfolio management, dividend reinvestment, risk reduction, and several other benefits. The best plans offered by Invesco are majorly Growth-Direct plans.

All these funds offer a varied number of options to the investors to plan their investment accordingly.

Different plans include Invesco India Corporate Bond Fund that is also a popular AMC fund plan, and invests in corporate bonds.

Then comes Invesco India Liquid Fund that aims to provide reasonable returns along with great liquidity.

We have Invesco India Midcap Fund that aims to invest in medium-sized companies, Invesco India Money Market Fund invests in money market instruments (treasury bills, etc), Invesco India Multicap Fund that seeks to generate long-term capital appreciation.

Invesco India Short Term Fund that aims to generate steady returns with a moderate risk for investors by investing in a portfolio of short term and money market instruments.

Invesco India Treasury Advantage Fund that marginally has a higher maturity period as compared to a liquid fund but at the same time it maintains a right balance between safety and liquidity.

Several other portfolio funds are there for the investors.

Invesco Mutual Fund Schemes NAV

NAV of Best Invesco AMC Funds

Net Assets Value or NAV means the funds left after deducting the company’s liabilities from its assets. It is commonly used to calculate the per-share value for mutual funds, ETF, or closed-end funds.

NAV is the market value of a mutual fund but it cannot be considered as the prime determinative of the prospects of the mutual fund.

Invesco Mutual Fund Schemes NAV are investor-friendly as you can invest as per your risk and appetite in the various schemes made available by the company.

Most of the schemes as discussed above also are direct growth plan schemes to offer a broader base to the investors.

The various schemes offered by the company under this plan are Invesco India Arbitrage Fund that is among the top 10 AMC Funds offered by the company. Here, the investor gains the differential with the help of arbitrage.

Invesco India Banking & PSU Debt Fund is also one of the top 10 AMC funds that invests majorly in banking and PSU debt funds.

Also, Invesco India Contra Fund that is famous for its against-the-wind kind of investing style.

Here, the investment manager invests in the companies that are under-performing or are depressed at the time of making investment.

Further Insights into Invesco Funds

Invesco India Corporate Bond Fund as discussed above invests in corporate bonds issued by private limited companies.

They offer interest payments throughout the bonds whereas the principal is repaid at the end of the term.

Invesco India Credit Risk Fund funds more than 65% of the portfolio value in lower than AA-rated debts.

The investors earn interest on the securities as well as if the rating of the debts in which they had invested improves; they also earn the gains from that.

Besides, Invesco India Dynamic Equity Fund invests dynamically between equity and debt whilst tracking the market as per the highs and lows of the securities.

Invesco India Equity & Bond Fund invests simultaneously in equity as well as bonds.

The Invesco India Equity Savings Fund is hybrid investments because of their equal investment in both equity and risk-free securities.

Invesco India Feeder – Invesco Global Equity Income Fund that invests in stocks of the companies having a worldwide presence, etc.

Invesco AMC Customer Care Details 

Calls in the United States of America – (800) 959-4246

Calls outside the United States of America – (713) 626-1919

Website – www.invesco.com

Automated Line – (800) 246-5463

Invesco AMC – Important Links

Invesco Mutual Fund AMC – Conclusion

This was the complete overview of Invesco with the insights, mutual fund schemes, how to invest, and why to invest.

If you are a beginner who wants to start investing, now you know everything about Invesco.

Invesco is one of the best mutual fund companies. You can trust this company and start investing to achieve your financial goals. Happy Investing!

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