MUTUAL FUNDS
Invesco Asset Management (India) announces Change in Minimum Amount and SIP provisions
Jan-20-2026

Invesco Asset Management (India) has announced changes to Scheme Information Documents (‘SIDs’) and Key Information Memorandums (‘KIMs’) of Schemes of the Fund and Statement of Additional Information (‘SAI’) of the Fund.

A) Change in Minimum Amount for Application, Switch and Redemption: Invesco Mutual Fund has informed that, minimum application amount / switch-in for Invesco India Business Cycle Fund, Invesco India Flexi Cap Fund, Invesco India Large & Mid Cap Fund, Invesco India Midcap Fund, Invesco India Smallcap Fund & Invesco India Multi Asset Allocation Fund (the schemes) will be revised from: For Purchase / Additional Purchase – ‘Rs. 1,000/- per application and in multiples of Re. 1/- thereafter’ to ‘Rs. 100/- per application and in multiples of Re. 1/- thereafter’ and For Switch-in- ‘Rs. 1,000/- per application and in multiples of Re. 0.01/- thereafter’ to ‘Rs 100/- per application and in multiples of Re. 0.01/- thereafter’.

The minimum redemption / switch-out amount for Invesco India Business Cycle Fund, Invesco India Flexi Cap Fund, Invesco India Large & Mid Cap Fund, Invesco India Midcap Fund, Invesco India Smallcap Fund & Invesco India Multi Asset Allocation Fund the schemes) will be revised from ‘Rs. 1,000/- or 0.001 unit or account balance whichever is lower’ to ‘Rs. 100/- or 0.001 unit or account balance whichever is lower’.

 B) Change in provisions related to Daily and Weekly Frequency under Systematic Investment Plan (‘SIP’) facility: 

1. Introduction of Daily and Weekly Frequency under SIP facility: The Daily Frequency under SIP facility is introduced in Invesco India Gold ETF Fund of Fund with a minimum amount of Rs. 20 and in multiples of Re. 1 and requires minimum of 60 Instalments. The Weekly Frequency under SIP facility is introduced in Invesco India Gold ETF Fund of Fund with a minimum amount of Rs. 100 and in multiples of Re. 1 and requires minimum of 12. Instalments. The Daily Frequency under SIP facility is introduced in Invesco India Multi Asset Allocation Fund with a minimum amount of Rs. 20 and in multiples of Re. 1 and requires minimum of 60 Instalments.

Daily and Weekly frequency under SIP will be available under Growth and Income Distribution cum Capital Withdrawal (‘IDCW’) options of the above schemes.

2. Introduction of Daily and Weekly Frequency under SIP under Income Distribution cum Capital Withdrawal (‘IDCW’) Option: 

The Daily and Weekly frequency under SIP, which is currently available only under Growth option of certain Schemes of the Fund, is now also introduced under IDCW option of the said schemes. Accordingly, Daily and Weekly frequency under SIP will be available under Growth and IDCW options of certain schemes. All other features, terms & conditions of SIP under daily and weekly frequency applicable shall remain unchanged. The AMC reserves the right to change / modify the features of Daily and Weekly frequency SIP in future.

C. Change in the minimum amount for investments through Systematic Investment Plan (‘SIP’) facility:

The minimum amount for investments through Systematic Investment Plan (‘SIP’) facility under Daily frequency in Invesco India Largecap Fund, Invesco India Large & Midcap Fund, Invesco India Focused Fund and Invesco India Business Cycle Fund will be revised from Rs. 100 and in multiples of Re. 1 to Rs. 20 and in multiples of Re. 1. The Minimum number of installments (including first installment) is 60.

The minimum amount for investments through Systematic Investment Plan (‘SIP’) facility under Monthly frequency in All equity schemes of the Fund (except Invesco India ELSS Tax Saver Fund, Invesco India Large & Mid Cap Fund, Invesco India Largecap Fund, Invesco India Contra Fund and Invesco India Financial Services Fund), All Hybrid Schemes (except Invesco India Arbitrage Fund) & Invesco India Gold ETF Fund of Fund will be revised from ‘Rs. 500 per month’ (In case the installment amount is Rs. 500 or more but less than Rs. 1,000, the minimum of 6 installments (including the first installment) shall be required) to ‘Rs. 100 and in multiples of Re. 1’. The Minimum number of installments (including first installment) is 12.

The minimum amount for investments through Systematic Investment Plan (‘SIP’) facility under Quarterly frequency in All equity schemes of the Fund (except Invesco India ELSS Tax Saver Fund, Invesco India Large & Mid Cap Fund, Invesco India Largecap Fund, Invesco India Contra Fund and Invesco India Financial Services Fund), All Hybrid Schemes (except Invesco India Arbitrage Fund) & Invesco India Gold ETF Fund of Fund will be revised from ‘Rs. 1,500 and in multiples of Re. 1’ to ‘Rs. 300 and in multiples of Re. 1’. The Minimum number of installments (including first installment) is 4.

All other features, terms & conditions for SIP facility will remain unchanged. The AMC reserves the right to change / modify the features of SIP at a later date. The above changes will be effective from January 20, 2026. 

Pursuant to above, necessary changes will be carried out at relevant places in the Scheme Information Documents (‘SIDs’) / Key Information Memorandums (‘KIMs’) of Schemes of the Fund, as applicable and Statement of Additional Information (‘SAI’) of the Fund. 

All other terms & conditions of the SIDs and KIMs of the Schemes of the Fund and SAI of the Fund will remain unchanged. This addendum forms an integral part of the SIDs / KIMs of the Schemes of the Fund SAI of the Fund, as amended from time to time.


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