Invesco Mutual Fund

Invested Gains

Total investment Invested ₹ 6 Lakh

Profit ₹ 3.33 Lakh

Current value Current value ₹ 9.33 Lakh

This fund has generated an XIRR of 25.73% over the past 5 Years

See scheme details Invest now

Key Information
Documents required to invest in Invesco Mutual Fund
How to Invest in Invesco Mutual Fund schemes?
Customer Care Details
Frequently Asked Questions

Key Information

Mutual Fund Name	Invesco Mutual Fund
Founded	Jul 24, 2006
Trustee Organisation	Invesco Trustee Company Pvt. Ltd.
MD and CEO	Saurabh Nanavati
Compliance Officer	Suresh Jakhotiya

Documents required to invest in Invesco Mutual Fund

The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.

PROOF OF IDENTITY

PAN Card (Mandatory)
Voter ID Card
Driving License
Passport
Aadhaar Card
Any other valid identity card issued by Central or State Government

PROOF OF ADDRESS

Voter ID Card
Driving License
Passport
Ration Card
Aadhaar Card
Bank account statement or bank passbook
Utility bills like electricity or gas bills

While these are some of the standard document list, submitting all of these documents is a tedious process and can procrastinate your plan of investing. This is where ET Money offers you a paperless and fast solution.

You can submit your KYC in under two minutes by uploading the photos of your identity and address proofs. This includes PAN and any one of Aadhaar, Voter ID, Driving License & Passport along with your signature, a selfie and a live video, authenticating your identity. ET Money's quick KYC application makes investing easy and hassle-free.

It takes about 3-5 working days to get your KYC verified as the verification is done by government certified agencies.

How to Invest in Invesco Mutual Fund schemes?

Investing in Invesco Mutual Fund is simple. You can invest in one of the following three ways.

1. Through Invesco Mutual Funds' official website

2. Through a distributor

3. Through the ET Money platform

You can register and invest on the company's website. However, remember that an individual AMC's website lets you invest in the schemes of only that AMC. As a result, you will need to sign up on the websites of different fund houses, making the process time-consuming and inconvenient.

Another way of investing is through a distributor. Regrettably, you have to pay more towards the expense ratio here. It is because the distributor earns a commission on your investment. As a result, your mutual fund investment gains reduce. A much simpler, efficient and effective way of investing in schemes from Invesco Mutual Fund or any other fund house is through the ET Money platform.

All you need to do is sign up once and start investing in schemes from different AMCs. You can choose from various schemes of Invesco Mutual Fund, and that too, at a lower expense ratio since ET Money is a direct investment platform. You can also track your existing portfolio on ET Money. You can view all your old and new investments in one place, making it much simpler to track them and make better-informed decisions.

In addition to the above, the ET Money investment platform also offers valuable details like the fund's past performance, returns consistency, fund history, expense ratio, exit load, and other essential information.

How to invest in Invesco Mutual Fund schemes via ET Money?

Sign up using email and OTP.
Select fund. Enter the investment amount. Choose the investment type: one-time (Lumpsum) or SIP.
Enter PAN, full name and verify mobile number.
Enter bank account details and select payment mode. In the case of SIP, set up a mandate.
Follow the KYC process, which includes a selfie and a live video. Provide essential details and eSign.
The transaction is processed on verification of KYC documents.

Customer Care Details

For any query regarding any schemes offered by Invesco Mutual Fund, please contact at the following address:

Registered Address	2101 - A-A Wing - 21st Floor, Marathon Futurex, N.M. Joshi Marg, Lower Parel, Mumbai - 400013. Branch Timing (9 am - 6 pm)
Call us at	022-67310000 / 1800-209-0007
Email	N.A.

Frequently Asked Questions

Are Invesco Mutual Fund schemes safe to invest in?

Invesco Mutual Fund is a noted name in India?s mutual fund management industry regulated by SEBI. The company cannot guarantee return or capital safety. Always bear in mind that in the mutual fund industry, the returns are market-linked. You can evaluate and choose a fund that suits your requirement.

Which Invesco mutual fund scheme is the best for the short term?

In the financial industry, a short term is usually considered as a period of up to three years. Debt funds are suitable for this investment horizon. However, make sure you match your investment horizon with the average portfolio maturity of the fund. Overnight funds are the right choice for an investment of a few days. Liquid funds are suitable for investments of up to three months. Low-duration funds must hold securities with an average maturity of six to 12 months. Short-duration funds hold instruments that have a maturity between one and three years.

Are Invesco Mutual Fund schemes Tax-Free?

Mutual fund investments carry a capital gains tax in the short term or long term. Depending upon your investment duration and scheme type (debt or equity), short-term and long-term capital gains taxes are levied on your returns. The following table will help you understand the tax implications of the returns earned from Invesco mutual fund schemes.

Mutual fund type	Holding period	Type of capital gains tax	Tax liability
Debt-oriented	Less than 36 months	Short term capital gains	As per the investor's income tax slab rate
Equity-oriented	Less than 12 months	Short term capital gains	15%
Debt-oriented	Greater than 36 months	Long term capital gains	20% with indexation
Equity-oriented	Greater than 12 months	Long term capital gains	10% for amounts exceeding Rs. 1 lakh

How can I cancel the ongoing SIP in an Invesco Mutual Fund scheme?

If you wish to discontinue your ongoing SIP with Invesco Mutual Fund, you must visit the mutual fund?s official website or the online investing portal you used to create the SIP mandate. Log in to your account and select the investment you wish to cancel. Follow the instructions to stop the SIP. You can also visit the AMC branch and submit a request to discontinue the SIP.

On the ET Money app or website, click on the profile icon and select the SIPs/MySIP option.
In this section, you will see all the ongoing SIPs.
Click on any SIP to open a detailed view.
On the top right corner, click the three dots, which will take you to the Modify SIP screen.
You will see the "Cancel this SIP" option below.
Once you click it, you will receive an OTP.
On entering the correct OTP, SIP will be cancelled.

How can I get the Invesco Mutual Fund statement?

One option is to log on to Invesco Mutual Fund's website and request a statement. You can also go to CAMS Online or Kfintech and request a consolidated statement by email.

A better option is to get a statement on ET Money. Once you request a statement on ET Money, the platform creates a customised dashboard for you. Whenever you wish, you can then check your entire portfolio just by logging onto ET Money.

On the website, after signing up, hover on the profile icon on the top right. From the drop-down menu, select the option Track external mutual funds. Complete the ensuing process, and you can see your portfolio on the ET Money platform. This is a one-time process. Every time you want to track or check your portfolio, log onto ET Money, and it will display a dashboard that shows your entire portfolio and its performance.

To access on app, click the following link after logging in: https://etmoney.onelink.me/unJQ/oq97j0iz

How can I increase the SIP amount in an Invesco mutual fund scheme?

There are two ways in which this amount can be increased. The first is to start a new SIP for the additional amount. The second is to sign up for a top-up SIP feature. The top-up facility allows you to increase the SIP amount periodically by a fixed amount or percentage.

Disclaimer: Data Sources include ACE MF, AMFI and Fund House's website. Data as of May end, unless mentioned otherwise

About Invesco Mutual Fund

Top Invesco Mutual Funds