Invesco PMS strategies
Invesco runs 6 portfolio management strategies listed with APMI, managing ₹646 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Invesco India R.I.S.E Portfolio | Equity | Neelesh Dhamnaskar | ₹334 Cr | +15.18% | +5.98 pts | — | ₹1 Lakhs | Sep 2026 |
| Invesco India DAWN Portfolio | Equity | Neelesh Dhamnaskar | ₹196 Cr | +6.09% | -3.11 pts | — | ₹1 Lakhs | Sep 2026 |
| Invesco India Caterpillar Portfolio | Equity | Neelesh Dhamnaskar | ₹80.73 Cr | +14.10% | +4.90 pts | — | ₹1 Lakhs | Sep 2026 |
| Invesco India Challengers Portfolio | Equity | Neelesh Dhamnaskar | ₹29.4 Cr | +10.50% | +1.30 pts | — | ₹1 Lakhs | Sep 2026 |
| Invesco India Cash Management Portfolio | Debt | — | ₹4.9 Cr | +6.80% | — | — | ₹1 Lakhs | — |
| Invesco India Large Cap Core Portfolio | Equity | Neelesh Dhamnaskar | ₹2.04 Cr | +7.76% | +1.70 pts | — | ₹1 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS