Invesco India Focused
What This Strategy Does
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides concentrated exposure to India's highest-quality companies across market cycles. This focused approach targets businesses with sustainable competitive advantages, strong balance sheets, and proven management teams—the attributes that drive resilient earnings growth and shareholder value creation over the long term.
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Taher Badshah
Lead Portfolio Manager
Mr. Taher Badshah has experience of 32 years. Manages 42 funds at Invesco Asset Management (India) Private Ltd with an AUM of approximately ₹25,381 Cr Holds a M.M.S degree.
CW Expert Take
Invesco brings international research depth to Indian portfolio management. Their approach balances quantitative screening with fundamental analysis. The fund house is known for conviction-based investing—whether in equity stock selection or credit quality decisions—backed by rigorous debate and research validation.
48 years
Combined Team Experience
₹ 25,381 Cr
Assets Under Management
Firm Overview
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)