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Invesco Hybrid Mutual Funds

Invesco Hybrid Mutual Funds

About This AMC

Invesco Mutual Fund was established on May 20, 2005 as a Trust sponsored by Invesco Securities and Capital Markets (India) Private Limited. It was in July 24, 2006 when Invesco Asset Management (India) Private Ltd., got a green signal from SEBI to commence its mutual fund business and operations as Invesco Mutual Fund.


Invesco Mutual Fund is a part of the US investment giant Invesco Limited. Headquartered in Atlanta, Georgia, Invesco Limited manages investments for clients across 120 countries with a physical presence in over 20.


Previously, Invesco partnered with Religare Securities for its Indian mutual fund business. In April 2016, they acquired Religare's stake and rebranded the entity as Invesco Mutual Fund.


Currently, Mr. Saurabh Nanavati is the Managing Director & CEO of Invesco Mutual Fund. Mr. Taher Badshah is the CIO (Chief Investment Officer) of Invesco Mutual Fund.


Invesco Mutual Fund offers 42 schemes across different categories and has an AUM of ₹78,021 crore.


As of April 2024

Schemes

46

AUM

₹83,118 Cr

AUM growth

₹5,096 Cr

Fund managers

12

Explore Invesco Hybrid Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
Invesco India Equity & Bond Fund Direct Growth
Invesco India Equity & Bond Fund Direct Growth

Aggressive Allocation Very High Risk

₹442 Cr0.84%35.4%17.8%
Invesco India Balanced Advantage Fund Direct Growth
Invesco India Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation Very High Risk

₹730 Cr0.87%27.5%14.1%
Invesco India Equity Savings Fund Direct Growth
Invesco India Equity Savings Fund Direct Growth

Equity Savings Moderately High risk

₹165 Cr0.89%22.1%11.2%
Invesco India Arbitrage Fund Direct Growth
₹15,280 Cr0.39%8.5%6.6%
View all Invesco Hybrid Mutual Funds

Top Invesco Hybrid Fund Managers

₹9,128 Cr

AUM

10

Schemes

DK

Dhimant Kothari

₹8,600 Cr

AUM

7

Schemes

₹22,810 Cr

AUM

24

Schemes

₹10,494 Cr

AUM

12

Schemes

PJ

Prateek Jain

₹10,827 Cr

AUM

2

Schemes

₹14,183 Cr

AUM

3

Schemes

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All about Invesco Hybrid Mutual Funds

Key Information

Mutual Fund NameInvesco Mutual Fund
Asset Management Company NameInvesco Asset Management (India) Private Limited
AMC Setup DateJuly 24, 2006
AMC Incorporation DateMay 20, 2005
Sponsor NameInvesco Hong Kong Ltd.
Name Of Trustees

Mr. G. Anantharaman (Independent Director),

Mr. Jeremy Charles Simpson (Director),

Mr. Satyananda Mishra (Independent Director),

Mrs. Bakul Patel (Independent Director)

CIOMr. Taher Badshah
MD And CEOMr. Saurabh Nanavati
Compliance OfficerMr. Suresh Jakhotiya
Investor Service OfficerMr. Surinder Singh Negi
Updated As OfApril 2024