About Company
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.
Fund Snapshot
| Year of Inception | 2016 |
| Number of Stocks | 20-24 |
| Investment Horizon | Long Term |
| Fund Managers | Neelesh Dhamnaskar |
Unique Feature
Invest in businesses that can benefit through financial and operational leverage.
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
About Fund Managers
Neelesh Dhamnaskar : Principal Officer – Portfolio Management Services
Neelesh has over 17 years’ experience in equity markets and financial services domain. Before joining the PMS division of Invesco, Neelesh was managing few equity funds, overseas fund of fund schemes of Invesco Mutual Fund as well as tracking few sectors as an analyst. He was previously working with Enam(now a part of Axis Bank) where he was tracking companies across sectors and assisting the PMS Fund Manager in his investment decisions. Prior to this, he was working with KRC, a domestic broking house in equity research and has also worked with Anand Rathi Securities Limited as a Commodities Research Analyst. Neelesh holds a Commerce degree and an MMS degree with specialization in Finance from Mumbai University.
Taher Badshah:Chief Investment Officer – Invesco
Taher Badshah holds a B.E. degree in Electronics from the University of Mumbai. He further studied and secured a master’s 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 of 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
Related Products
| Product - AMC | Category | AUM (in Cr.) | Performance | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | SI |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Invesco India Caterpillar Potfolio AMC Name: Invesco Asset management India Pvt.ltd. Inc Date: 26-Jun-06 |
Mid Cap (PMS) |
52 | Strategy | -0.04 | 11.86 | 23.30 | 17.69 | 16.79 | 33.60 | 14.19 | NA | 11.6 |
| Nifty Midcap 100 | -0.61 | 7.73 | 17.34 | 11.34 | 9.15 | 23.33 | 18.70 | NA | 13.21 | |||
|
Invesco India Challengers Portfolio AMC Name: Invesco Asset management India Pvt.ltd. Inc Date: 9/30/21 |
Mid Cap (PMS) |
NA | Strategy | 4.64 | 12.22 | 24.56 | 17.50 | N.A | N.A | N.A | NA | 8.1 |
| Nifty Midcap 100 | -0.61 | 7.73 | 17.34 | 11.34 | NA | NA | NA | N.A | 7.51 | |||
|
Invesco India RISE Potfolio AMC Name: Invesco Asset management India Pvt.ltd. Inc Date: April 18,2016 |
Multi Cap (PMS) |
NA | Strategy | -0.62 | 11.92 | 22.25 | 20.04 | 11.89 | 20.76 | 8.99 | NA | 12.92 |
| S&P BSE 500 | -0.61 | 7.73 | 17.34 | 11.34 | 9.15 | 23.33 | 18.70 | NA | 15.24 | |||
|
Invesco India DAWN Potfolio AMC Name: Invesco Asset management India Pvt.ltd. Inc Date: 28-Aug-17 |
Multi Cap (PMS) |
288 | Strategy | -2.34 | 6.06 | 13.95 | 14.61 | 10.44 | 23.60 | 10.97 | NA | 8.8 |
| S&P BSE 500 | -0.61 | 7.73 | 17.34 | 11.34 | 9.15 | 23.33 | 18.70 | NA | 13.39 |
For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected] 
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.