Invesco PMS or Portfolio Management Review 2026

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.11499.50 Cr.
Avg. 1 Year Return	0.46%
Active Clients	658
No. of Strategies	4
Minimum Investment	Rs.50 Lakh
Experience	19 Years

Invesco PMS - Company Overview

Invesco Portfolio Management Service Performance or Returns

1 Year Return

0.46%

Nifty 50 - 1 Year Return

-4.04%

3 Year Return

14.83%

Nifty 50 - 3 Year Return

11.20%

5 Year Return

14.13%

Nifty 50 - 5 Year Return

11.60%

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	Large Cap	Small & Mid Cap	Small & Mid Cap	Multi Cap & Flexi Cap
Benchmark	S&P BSE 500 TRI	S&P BSE 500 TRI	S&P BSE 500 TRI	S&P BSE 500 TRI
AUM (Rs.)	Rs.214.64 Cr.	Rs.325.12 Cr.	Rs.77.15 Cr.	Rs.29.17 Cr.
No. of Stocks	25	25	26	25
1 Yr. Return	-5.34%	10.92%	4.09%	-7.85%
3 Yr. Return	9.77%	18.69%	16.43%	14.41%
5 Yr. Return	11.29%	14.15%	16.94%	NA
Fund Manager	Mr. Neelesh Dhamnaskar	Mr. Neelesh Dhamnaskar	Mr. Neelesh Dhamnaskar	Mr. Neelesh Dhamnaskar