Invesco Asset Management (India) Private Limited • Equity
Invesco India Caterpillar Portfolio is an equity portfolio management service (PMS) strategy run by Invesco Asset Management (India) Private Limited, launched on 26 Jun 2006. As of 30 Sep 2026, it manages ₹80.73 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +9.49% over 1 year, +14.10% over 3 years and +13.08% over 5 years (+11.95% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 4.90 percentage points ahead of its benchmark. Its 3-year return ranks 137th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹1 Lakhs. The strategy is managed by Neelesh Dhamnaskar.
Ranked nearby on 3-year return: Emerging India Portfolio Systematic Rebalancing Option (+14.13%), Maximal Pathfinder Value Fund (+14.13%), Emerging India Portfolio 1 (+14.05%), Flexi-Cap Wealth Creator Portfolio (A5) (+14.01%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.26% |
| 3 Months | +0.71% |
| 1 Year | +9.49% |
| 3 Years | +14.10% |
| 5 Years | +13.08% |
| Since Inception | +11.95% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callInvesco India Caterpillar Portfolio has a 1-year return of +9.49%, a 3-year return of +14.10%, a 5-year return of +13.08% and +11.95% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Invesco India Caterpillar Portfolio returned +13.08% against +8.91% for the BSE 500 TRI, 4.17 percentage points ahead. Over 3 years it returned +14.10% against +9.20%; Over 1 year it returned +9.49% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Invesco India Caterpillar Portfolio's 3-year return of +14.10% ranks 137th as of 30 Sep 2026.
Invesco India Caterpillar Portfolio is managed by Neelesh Dhamnaskar at Invesco. The strategy manages ₹80.73 Cr of client assets as of 30 Sep 2026.
Invesco India Caterpillar Portfolio manages ₹80.73 Cr of client assets as of 30 Sep 2026.
The minimum investment for Invesco India Caterpillar Portfolio is ₹1 Lakhs.
Invesco India Caterpillar Portfolio was launched on 26 Jun 2006. It has a 20-year track record.
Description
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