Description

Invesco Mutual Fund reduces minimum investment amounts and introduces daily/weekly SIP options with IDCW facility for multiple schemes on NSE MF Invest Platform.

Summary

Invesco Mutual Fund has announced changes to its Scheme Information Documents (SIDs) and Key Information Memorandums (KIMs) including reduction in minimum investment amounts and introduction of daily/weekly SIP facilities. The minimum application amount has been reduced from Rs. 1,000 to Rs. 100 for six schemes. Daily and weekly SIP frequencies are now available under IDCW (Income Distribution cum Capital Withdrawal) options for certain schemes, with minimum amounts starting as low as Rs. 20 for daily SIPs.

Key Points

  • Minimum application/switch-in amount reduced from Rs. 1,000 to Rs. 100 for six Invesco schemes
  • Minimum redemption/switch-out amount reduced from Rs. 1,000 to Rs. 100
  • Daily SIP introduced for Invesco India Gold ETF Fund of Fund (Rs. 20 minimum, 60 installments)
  • Weekly SIP introduced for Invesco India Gold ETF Fund of Fund (Rs. 100 minimum, 12 installments)
  • Daily SIP introduced for Invesco India Multi Asset Allocation Fund (Rs. 20 minimum, 60 installments)
  • Daily and weekly SIP frequencies now available under both Growth and IDCW options
  • Changes apply to multiple equity and hybrid schemes of Invesco Mutual Fund

Regulatory Changes

This is a scheme-level operational change by Invesco Asset Management (India) Pvt. Ltd. (CIN: U67190MH2005PTC153471) affecting the terms and conditions of investment in their mutual fund schemes. The changes modify the minimum investment thresholds and expand SIP frequency options to improve accessibility for retail investors.

Compliance Requirements

  • Unit holders and investors are notified of the changes through this notice-cum-addendum
  • All other features, terms and conditions of SIP under daily and weekly frequency remain unchanged
  • The AMC reserves the right to change/modify the features of daily and weekly frequency SIP in future
  • Changes are applicable on the NSE MF Invest Platform

Important Dates

Notice dated: January 16, 2026 Circular published: January 19, 2026 No specific effective date mentioned; changes appear to be immediate upon notification.

Impact Assessment

Affected Schemes:

  1. Invesco India Business Cycle Fund
  2. Invesco India Flexi Cap Fund
  3. Invesco India Large & Mid Cap Fund
  4. Invesco India Midcap Fund
  5. Invesco India Smallcap Fund
  6. Invesco India Multi Asset Allocation Fund
  7. Invesco India Gold ETF Fund of Fund

Market Impact: Low - This is an operational change that improves accessibility for retail investors by lowering entry barriers. The reduced minimum amounts (from Rs. 1,000 to Rs. 100) and introduction of daily SIPs (as low as Rs. 20) democratize access to mutual fund investments. No direct impact on stock market trading or operations. Benefits small retail investors who can now participate with smaller amounts and more flexible investment schedules.

Impact Justification

Administrative changes to mutual fund investment minimums and SIP options. Affects retail investors but does not impact market operations or trading significantly.