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Invesco India PSU Equity Fund - NAV, Returns, Investment Guide 2025

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Comprehensive guide to Invesco India PSU Equity Fund featuring latest NAV, returns since inception, fund managers, investment objective, and expert analysis. Explore AUM, performance, and investment options.

Investment Objective and Approach

The Invesco India PSU Equity Fund focuses on generating long-term capital appreciation by investing primarily in equity and equity-related instruments of Public Sector Undertaking (PSU) companies. The fund seeks to generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors.

The fund follows a thematic investment approach, concentrating on PSU companies across various sectors including Industrials, Utilities, Financial Services, Energy, and Basic Materials. The fund's performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an additional benchmark. The fund's benchmark index is BSE PSU TRI.

Key investment highlights include:

- AUM of ₹1,22,879 Cr as of August 4, 2025

- Expense ratio of 0.94% as of May 12, 2025

- Fund launched on January 1, 2013

- Rated as Very High risk category

Fund Managers

The fund is managed by Sagar Gandhi and Hiten Jain, both experienced professionals in equity research and fund management.

Sagar Gandhi - Currently serves as the fund manager and brings extensive experience in equity markets and PSU sector analysis.

Hiten Jain - Research Analyst and Fund Manager at Invesco with more than 11 years of experience, including ten years in equity research. He previously worked with CRISIL Limited as a senior research analyst and also worked with Dunia Finance LLC Dubai. Mr Jain holds a BE from Mumbai University and is a CFA from CFA Institute, USA.

About the Fund House (AMC)

Invesco Asset Management (India) Private Limited is a well-established asset management company committed to serving the investment needs of individuals and corporates in India. The fund house intends to serve investment needs for individuals and corporates in India and is committed to offering best-in-class service and financial care to their investors. They focus their ideologies on sustainable models and processes.

The AMC offers a comprehensive range of investment solutions across various asset classes and categories. The fund house manages 96 schemes and has built a strong reputation in the Indian mutual fund industry through consistent performance and investor-focused approach.

Should I Invest in Invesco India PSU Equity Fund?

The Invesco India PSU Equity Fund is suitable for investors seeking:

Growth-oriented investors: The fund focuses on PSU companies with potential for long-term capital appreciation. The fund has delivered returns of -9.27% in the last 1 year, 144.69% in 3 years, and 615.00% since scheme launch.

Thematic exposure: Investors looking for specific exposure to PSU companies across various sectors can benefit from this focused approach.

High-risk tolerance: The fund is rated as Very High risk, making it suitable for investors who can withstand significant volatility.

Long-term investment horizon: Given the nature of PSU investments and market cycles, this fund is ideal for investors with a long-term perspective of 5+ years.

Key considerations:

- Minimum SIP investment is ₹500 and minimum lumpsum investment is ₹1,000

- The fund has delivered an annualised return of 27.72% over the past five years as of July 28, 2025

- Sectoral concentration risk due to focus on PSU companies

- Performance linked to government policies and PSU sector reforms

The fund may not be suitable for conservative investors or those seeking regular income, as it focuses on capital appreciation rather than dividend yield.

FAQs

What is today's NAV of Invesco India PSU Equity Fund?

The NAV varies daily based on market movements. You can check the latest NAV on the fund house website or through investment platforms like Allvest.

What is the AUM of Invesco India PSU Equity Fund?

The fund has an Asset Under Management (AUM) of ₹1,22,879 Cr as of August 4, 2025.

What is the expense ratio of Invesco India PSU Equity Fund?

The expense ratio is 0.94% as of May 12, 2025.

What are the returns of Invesco India PSU Equity Fund since inception?

The fund has delivered 615.00% returns since scheme launch.

What is the minimum SIP amount to invest in Invesco India PSU Equity Fund?

The minimum SIP investment is ₹500.

How do I invest in Invesco India PSU Equity Fund?

You can invest through Allvest's platform, directly through the AMC website, or through registered mutual fund distributors and banks.

How to start a SIP in Invesco India PSU Equity Fund?

Create an account with Allvest, complete your KYC, select the fund, choose SIP amount and frequency, and set up auto-debit instructions.

How do I automate an SIP in Invesco India PSU Equity Fund?

Set up an auto-debit mandate through Allvest platform by linking your bank account and choosing your preferred investment date and frequency.

How can I withdraw/redeem my investment in Invesco India PSU Equity Fund?

You can redeem your investment through Allvest platform, AMC website, or by submitting a redemption form. Redemption proceeds are typically credited within 2-3 working days.