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Invesco India Large Cap Core Portfolio

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Category PMS
Company Invesco Asset Management (India) Private Limited
Fund Managers Taher Badshah
Benchmark Nifty 50 TRI
Share: f x in w

About Company

Invesco Asset Management (India) Private Limited

With an average asset base of over INR 40,159 crores (for the quarter ending June 2022), Invesco Asset Management (India) aims to serve investment needs of individual investors, corporate and institutions through mutual funds and sub-advised portfolios. Our product portfolio is managed by individually focused management teams to create optimum balance and results. We are committed to providing financial care and top class service. We 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 on our expertise and global resources of Invesco.

 

Investment Philosophy

Invesco Asset Management (India) follows a disciplined, research-driven investment philosophy aimed at delivering consistent, risk-adjusted returns:

  • Global Expertise with Local Insights
    Leverages global research frameworks while adapting strategies to Indian market dynamics.
  • Focus on Risk-Adjusted Returns
    Seeks to generate sustainable returns while managing downside risks across market cycles.
  • Fundamental Research Approach
    Investment decisions are driven by deep company analysis, sector research, and macroeconomic evaluation.
  • Blend of Top-Down & Bottom-Up
    Combines macro views with stock-level insights to optimize portfolio construction.
  • Diversified Portfolio Construction
    Allocation across sectors, market caps, and asset classes to enhance resilience.
  • Strong Risk Management Framework
    Continuous monitoring, portfolio review, and disciplined rebalancing to protect capital.
  • Active Investment Management
    Dynamic portfolio adjustments based on evolving opportunities and market conditions.
  • Long-Term Investment Horizon
    Focus on compounding wealth through a patient, long-term investment approach.

 

Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Invesco India Large Cap Core Portfolio

Benchmark: Nifty 50 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Invesco Asset Management (India) Private Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹2.60 -12.90 -13.36 -10.57 -5.64 0.67 10.77 5.38 7.29 8.66
Benchmark NA -11.30 -14.44 -9.02 -3.99 1.19 10.03 7.59 10.01 14.26
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Taher Badshah

Taher Badshah

Taher Badshah holds a B.E. degree in Electronics from the University of Mumbai. He further studied and secured a Masters in management studies with a specialization in finance from S.P. Jain Institute of Management.

 

Taher Badshah was the Senior Fund Manager and Head Equities of Mutual Funds at Motilal Oswal Asset Management. Mr. Badshah has experience of 27 years in the Indian equity market, of which ten years in sell-side research and the rest 14 in Fund Management. He has worked with various companies, including Kotak Mahindra Investment Advisors, ICICI Prudential Asset Management, and Alliance Capital Asset Management. Since 2017, Mr. Badshah has been the President and CIO at Invesco Mutual Funds

Section: Contact Us
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