Invesco PMS or Portfolio Management Review 2024

Invesco PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Invesco Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM	Rs.12,738.90 Cr.
Avg. 1 Year Return	35.01%
Active Clients	868
No. of Strategies	4
Minimum Investment	Rs.50 Lakh
Experience	17 Years

Invesco PMS - Company Overview

Invesco Portfolio Management Service Performance or Returns

1 Year Return

35.01%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

29.91%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

11.99%

Nifty 50 - 5 Year Return

11.52%

Invesco PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% Profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

0.00%

Best Strategies by Invesco Portfolio Management Services

Check out various strategies or Investment approaches provided by Invesco Portfolio Managers.

Strategy Name	DAWN	RISE	Caterpillar	Challengers
Start Date	28-Aug-17	18-Apr-16	26-Jun-06	30-Sep-21
Category	Thematic	Thematic	Small & Mid Cap	Multi Cap
Benchmark	S&P BSE 500	S&P BSE 500	S&P BSE 500	S&P BSE 500
AUM (Rs.)	Rs.309.21 Cr.	Rs.408.35 Cr.	Rs.66.80 Cr.	Rs.27.15 Cr.
No. of Stocks	25	25	26	25
1 Yr. Return	36.93%	46.23%	40.75%	41.18%
3 Yr. Return	19.31%	22.78%	15.04%	NA
5 Yr. Return	17.90%	18.41%	20.10%	NA
Fund Manager	Mr. Neelesh Dhamnaskar	Mr. Neelesh Dhamnaskar	Mr. Neelesh Dhamnaskar	Mr. Neelesh Dhamnaskar