Summit Equity Long-Short Fund is designed to capture both directional upside through long positions and tactical downside opportunities through short positions. The strategy reflects the core philosophy of Summit SIF: adapting to market conditions while seeking alpha.

This investment strategy will combine two distinct strategies to deliver an edge to the portfolio: A directional long strategy driven by a bottom-up stock selection process anchored in Invesco Asset Management (India)’s categorization framework; A Tactical short position via derivatives aimed at capturing downside opportunities in stocks expected to underperform. The investment strategy will be managed by Mr. Hiten Jain and will be benchmarked to BSE 500 TRI.

Speaking at the launch, Mr. Saurabh Nanavati, MD & CEO, Invesco Asset Management (India) Pvt. Ltd. said, “We are at an inflection point in Indian asset management. The SIF category gives experienced investors access to a level of portfolio flexibility that was previously the preserve of institutional capital. Summit SIF is our commitment to bringing specialized investment thinking to India’s next generation of wealth builders.”

Mr. Hiten Jain, Fund Manager, Invesco Mutual Fund further said, “In today’s dynamic markets, alpha generation extends beyond simply riding the tide – it requires navigating both opportunity and risk. Conventional long-only funds can make money when stock prices go up. However, return generation within markets is inherently non-linear and characterized by periodic dislocations. Summit Equity Long-Short Fund is designed to capture both long and short opportunities enabling it to effectively capitalize on market volatility and evolving opportunities.”

The minimum investment amount during the NFO is ₹10,00,000/- and in multiples of ₹1/- thereafter. In case of Accredited investors, the minimum investment amount during the NFO is ₹1,00,000/- and in multiples of ₹1/- thereafter. For SIP investments, the minimum application amount is ₹1,000/- and in multiples of ₹1/- thereafter subject to maintaining investment threshold of ₹10,00,000 across all investment strategies of Summit SIF.

The investment strategy will charge an exit load of 0.50% for units redeemed / switched out on or before 3 months from the date of allotment. No exit load will be charged if units are redeemed / switched out after 3 months.

The New Fund Offer (NFO) is open for subscription from today (July 2, 2026) and will close on July 16, 2026.

Bengaluru, October 03, 2025: Invesco Mutual Fund today announced the launch of its new fund Invesco India Consumption Fund, (An open-ended equity scheme following consumption theme). The fund aims to capitalize on India’s consumption growth by investing a minimum of 80% of its net assets in equity and equity related instruments of companies benefiting from consumption theme. The fund will be actively managed and will select stocks utilizing a combination of both top down and bottom-up investment approach and will focus on companies benefitting from long term structural opportunities and also allocate to cyclical themes. The fund will be managed by Manish Poddar and Amit Ganatra and will be benchmarked to Nifty India Consumption TRI.

Speaking at the launch, Manish Poddar, Fund Manager, Invesco Mutual Fund said “India stands as one of the world’s largest market by population and Consumption is the largest theme of India. The environment today is highly conducive for consumption led growth given internal variables of rising incomes, urbanization and aspirational consumers supported by macro variables such as lower tax rates and structural reforms of GST 2.0. The launch of the Invesco India Consumption Fund reflects our conviction in the long-term potential of India’s consumption story. The Fund intends to invest in companies which operate in the complex market-place in India and stay relevant to the changing consumers landscape.”

Saurabh Nanavati, Chief Executive Officer, Invesco Mutual Fund, said, “We are currently witnessing a convergence of positive macroeconomic factors that are poised to drive a strong recovery in India’s consumption sector. The RBI’s front-loaded rate cuts and the recent reduction of GST rates have notably enhanced consumer affordability. The Invesco India Consumption Fund offers investors the opportunity to participate in India’s rapidly growing consumption landscape, as the country emerges as one of the world’s fastest-growing consumer markets Our fund is strategically positioned to capitalize on the emerging trends, providing investors with access to the country’s consumption-driven growth story.”

The minimum investment amount during the NFO is ₹1,000 and in multiples of ₹1 thereafter. For SIP investments, the minimum application amount is ₹100 and in multiples of ₹1 thereafter for Daily SIPs, and ₹500 and in multiples of ₹1 thereafter for Monthly SIPs. The fund will charge an exit load of 0.50% for units redeemed / switched out on or before 3 months from the date of allotment. No exit load will be charged if units are redeemed / switched out after 3 months and if any Switch between plans under the scheme.

Bengaluru, November 27, 2024: Invesco Mutual Fund today announced the launch of its new fund Invesco India Multi Asset Allocation Fund, (an open – ended scheme investing in Equity, Debt, Gold ETFs / Silver ETFs). Invesco India Multi Asset Allocation Fund seeks to generate long-term capital appreciation / income from an actively managed portfolio of multiple asset classes. The fund will invest around 10%-80% of its net assets in Equity & Equity related instruments, 10%-80% in Debt & Money Market Instruments, and 10%-50% in Gold ETFs/ Silver ETFs. Within the equity allocation, the fund may invest up to 35% of the scheme’s net assets in Overseas Securities^#, depending on available opportunities. The fund will be managed by Mr. Taher Badshah and Mr. Herin Shah and will be benchmarked to Nifty 200 TRI (60%) + CRISIL 10 Year Gilt Index (30%) + Domestic Price of Gold (5%) + Domestic Price of Silver (5%).

Speaking at the launch, Mr. Taher Badshah, Chief Investment Officer, Invesco Mutual Fund said “We all know how important it is to diversify across asset classes, however, selecting the right mix in ever-changing market conditions is hard. With Invesco India Multi Asset Allocation Fund, we offer a unique strategy that adjusts allocations across equity, fixed income and gold/ silver to optimize returns and manage risk. This fund is a significant addition to our product range, offering investors an all-in-one solution for diversification and risk management.”

“The multi-asset allocation fund category will become a key component of every portfolio in helping investors achieve their financial goals.” said Taher.

Mr. Herin Shah, Fund Manager, Invesco Mutual Fund further said “Markets are cyclical. Opportunities and risk change due to changing macro environment. Risks and correlations also vary in different macro regimes. By analysing macroeconomic trends, market conditions and risk factors, we dynamically allocate assets to ensure the portfolio is aligned with prevailing opportunities. This structured approach is key to delivering consistent outcomes for our investors.”

The minimum investment amount during the NFO is Rs. 1,000/- and in multiples of Re. 1/- thereafter. For SIP investments, the minimum application amount is Rs. 500/- and in multiples of Rs. 1 thereafter. If up to 10% of units allotted are redeemed / switched out within 1 year, the fund will not charge any exit load. For any redemption/ switch out in excess of 10% of units within one year, an exit load of 1% will be charged. No exit load will be charged if units are redeemed / switched out after 1 year from the date of allotment.

The New Fund Offer (NFO) is now open for subscription from today (November 27, 2024) and will close on December 11, 2024.