Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
Search
Advertisement
Business News
pms
Invesco - Challengers
Invesco - Challengers

Invesco - Challengers

  • Invesco Asset Management (I) Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 80
    Out of 168*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age4 years, 2 months
2.05%
4.27%
Hurdle Rate**0.00%
Fixed feeNo Option
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (5.3%)
Allocation by Market Cap
Small Cap (31%)
Mid Cap (30.2%)
Large Cap (33.5%)
Sector Holdings
  • Consumer Discretionary26.52%
  • Financials23.55%
  • HealthCare13.06%
  • Consumer Staples9.43%
  • Communication Services9.08%
Stock Holdings
  • Bharti Airtel Ltd.9.08%
  • ICICI Bank Ltd.7.06%
  • Dixon Technologies India Ltd.7.06%
  • PB Fintech Ltd.6.39%
  • Tvs Motor Company Ltd.5.53%

bt_logoPORTFOLIO MANAGERS

Neelesh Dhamnaskar
  • Manager Rank80 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUM721
  • Highest Return In 1 Yr8.83%
Profile

Neelesh has over 17 years’ experience in equity markets and financial services domain. Before joining the PMS division of Invesco, Neelesh was managing few equity funds, overseas fund of fund schemes of Invesco Mutual Fund as well as tracking few sectors as an analyst. He was previously working with Enam(now a part of Axis Bank) where he was tracking companies across sectors and assisting the PMS Fund Manager in his investment decisions. Prior to this, he was working with KRC, a domestic broking house in equity research and has also worked with Anand Rathi Securities Limited as a Commodities Research Analyst. Neelesh holds a Commerce degree and an MMS degree with specialization in Finance from Mumbai University

Other Schemes
  • table
  • Grid
Compare
Invesco - RISE
AUM (₹ Cr)
₹351.93 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
3 Out of 17
Fixed Fee
No Option
Scheme Return
5.54%
Benchmark Return
4.27%
Invesco - Caterpillar
AUM (₹ Cr)
₹84.71 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
9 Out of 53
Fixed Fee
No Option
Scheme Return
5.25%
Benchmark Return
4.27%
Invesco - DAWN
AUM (₹ Cr)
₹253.60 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
12 Out of 17
Fixed Fee
No Option
Scheme Return
2.97%
Benchmark Return
4.27%
Invesco - Challengers
AUM (₹ Cr)
₹30.76 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
211 Out of 251
Fixed Fee
No Option
Scheme Return
2.05%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
30.76
(As on Oct, 2025)
Inception Date
Sep 30, 2021
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

bt_logoINVESTMENT PHILOSOPHY

Objective

To generate capital appreciation by investing in equity and equity related securities of companies which exhibit the ability to challenge the status quo by finding better ways of doing business.

Investment Approach

The strategy will focus on identifying companies which have the capability to challenge the leader in its business segment, exhibits hunger for growth, have business which are in an evolution phase along with management, that drives change.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations7:17Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations
FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support5:04FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support
India–Russia Trade to Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership2:31India–Russia Trade To Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership
Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push11:22Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push
IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide3:48IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide
India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities2:42India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities
Passengers Angry Over IndiGo Delays, Complain Of No Information3:16Passengers Angry Over IndiGo Delays, Complain Of No Information
Vikram Misri: India–Russia to Accelerate FTA, Investment Treaty and Key Connectivity Negotiations1:58Vikram Misri: India–Russia To Accelerate FTA, Investment Treaty And Key Connectivity Negotiations
‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War3:01‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War
IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions8:35IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Invesco - Challengers
AUM (₹ Cr)
₹30.76 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
212 Out of 251
Fixed Fee
No Option
Scheme Return
2.05%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Invesco Asset Management (I) Pvt Ltd
Invesco Asset Management (I) Pvt Ltd manages assets worth Rs 18392.25 crores. Its current offering of PMS schemes includes 2 Thematic, 1 Small And Mid Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

18,392.25 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Invesco - RISE
AUM (₹ Cr)
₹351.93 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
3 Out of 17
Fixed Fee
No Option
Scheme Return
5.54%
Benchmark Return
4.27%
Invesco - Caterpillar
AUM (₹ Cr)
₹84.71 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
9 Out of 53
Fixed Fee
No Option
Scheme Return
5.25%
Benchmark Return
4.27%
Invesco - DAWN
AUM (₹ Cr)
₹253.60 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
12 Out of 17
Fixed Fee
No Option
Scheme Return
2.97%
Benchmark Return
4.27%
Invesco - Challengers
AUM (₹ Cr)
₹30.76 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
211 Out of 251
Fixed Fee
No Option
Scheme Return
2.05%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Invesco - Challengers?
There is no option for Hurdle rate.
What is the fixed fee charged in Invesco - Challengers ?
The fixed fee charged in Invesco - Challengers is No Option.
What is the variable fee charged in Invesco - Challengers ?
There is no option for Variable fee.
What is the profit sharing in Invesco - Challengers ?
There is no option for Profit sharing.
What is the minimum investment in Invesco - Challengers ?
The minimum investment in Invesco - Challengers is ₹50 Lacs
What type of scheme is Invesco - Challengers?
Invesco - Challengers is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Invesco - Challengers?
The inception date of Invesco - Challengers is Sep 30, 2021.
What is the exit load of Invesco - Challengers?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

bt_logoTop Stories