- Manager
- Invesco Asset Management (India)
- Service
- Discretionary
- Asset class
- Equity
Invesco India Challengers Portfolio
−3.12%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Invesco Asset Management (India)’s Invesco India Challengers Portfolio returned −3.12% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹29.40 crore across its clients.
Key numbers
- AUM
- ₹29.40 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.40×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −7.35% | −5.57% | −1.78% |
| 3 months | −2.77% | −3.59% | +0.82% |
| 6 months | +15.97% | +8.07% | +7.90% |
| 1 year | −3.12% | −2.33% | −0.79% |
| 2 years | −4.02% | −3.93% | −0.09% |
| 3 years | +10.50% | +9.20% | +1.30% |
| 4 years | +12.78% | +11.22% | +1.56% |
| 5 years | +10.03% | +8.91% | +1.12% |
| Since inception | +9.93% | +8.85% | +1.08% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.12%₹28.85 Cr
- Cash and other1.88%₹0.55 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.04 Cr
- Outflow, Sep 2026
- ₹0.03 Cr
- Net, Sep 2026
- ₹0.01 Cr
- Net, FY to date
- −₹0.41 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.40×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Invesco India Challengers Portfolio returned?
−3.12% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.35%; 3 months: −2.77%; 6 months: 15.97%; 1 year: −3.12%; 2 years: −4.02%; 3 years: 10.50%; 4 years: 12.78%; 5 years: 10.03%; Since inception: 9.93%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.79 percentage points behind.
How much does Invesco India Challengers Portfolio manage?
₹29.40 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Invesco India Challengers Portfolio?
Invesco Asset Management (India), a SEBI-registered portfolio manager (INP000005273), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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