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.
INVESCO India R.I.S.E
Fund Snapshot
| Year of Inception | 2016 |
| Number of Stocks | 20-24 |
| Investment Horizon | Long Term |
| Fund Managers | Taher Badshah |
Investment Philosophy
- To maximise the value of your money by investing in stocks and other equity-related securities.
- Companies that benefit from R.I.S.E in consumer discretionary spending are the subject of the portfolio.
- Companies that benefit from operational and financial leverage are preferred in the portfolio.
R – Demand recovery and rise in Discretionary Spending
I – Idle Capacity that is potential for operational and financial leverage
S – Superior Business models
E – Earnings recovery
Unique Feature
Invest in businesses that can benefit through financial and operational leverage.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Invesco India R.I.S.E Portfolio
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
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 | ₹337.50 | 4.12 | 12.60 | 2.74 | 8.24 | 5.24 | 17.97 | 20.50 | 14.81 | 14.01 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 14.34 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
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
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