June 27, 2025
mayank
Invesco India Income Plus Arbitrage Active FoF details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Invesco India Income Plus Arbitrage Active FoF Open Date, Close Date?
NFO opens on July 02, 2025
NFO will close on July 16, 2025
Investment Strategy for this NFO?
The scheme seeks to generate income by investing in units of actively managed debt oriented and Equity Arbitrage schemes.
Basic Details
| Fund House | Invesco Mutual Fund |
| Issue Open | 02 July 2025 |
| Issue Close | 16 July 2025 |
| Type | Open-ended |
| Category | Debt: Others |
| Min. Investment(Rs) | 1,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | Nifty Corporate Bond Index A-II (60), NIFTY 50 Arbitrage TRI (35), NIFTY 1D Rate Index (5) |
About Benchmark Index for this NFO?
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Fund Managers of Invesco India Income Plus Arbitrage Active FoF
1) Vikas Garg
Education: Mr. Garg is CFA MBA Finance, B-Tech and M- Tech
Experience: Prior to joining Invesco India Mutual Fund, he has worked with L&T Mutual Fund as Fund Manager, Fidelity International as Credit analyst and Research Associate- Credit, ICRA as Sr Analyst and Indian Oil Corporation Ltd as Project manager.
2) Deepak Gupta
Education: Mr. Gupta is a CA, CWA, Cleared CFA level III (AIMR, USA).
Experience: Prior to joining Invesco Asset Management (India) Pvt. Ltd., He has worked with Emkay Global Financial Services Ltd. and Kotak Asset Management Company Ltd.
AMC
Invesco Asset Management (India) Pvt. Ltd
Address: 2101 – A-A Wing – 21st Floor, Marathon Futurex, N.M. Joshi Marg, Lower Parel, Mumbai – 400013
Website: http://www.invescomutualfund.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Invesco India Income Plus Arbitrage Active FoF @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of Nifty Corporate Bond Index A-II (60), NIFTY 50 Arbitrage TRI (35), NIFTY 1D Rate Index (5)
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Note on Benchmark Performance:
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[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Vikas Garg
| Fund | Invesco India Banking and PSU Fund | It’s Benchmark | Invesco India Corporate Bond Fund | It’s Benchmark |
| 1 Year | 9.10 | 5.15 | 9.42 | 7.32 |
| 3 Year | 7.47 | 4.50 | 7.59 | 7.56 |
| 5 Year | 5.41 | 3.51 | 5.99 | 5.45 |
| 7 Year | 6.61 | 3.73 | 7.25 | 6.44 |
| 10 Year | 6.59 | 3.93 | 7.00 | 6.48 |
As on 27-6-2025
Past Performance of Deepak Gupta
| Fund | Invesco India Arbitrage Fund | It’s Benchmark | Invesco India Equity Savings Fund | It’s Benchmark |
| 1 Year | 7.66 | 5.15 | 6.69 | 7.38 |
| 3 Year | 7.77 | 4.50 | 12.81 | 13.56 |
| 5 Year | 6.35 | 3.51 | 10.20 | 12.95 |
| 7 Year | 6.41 | 3.73 | — | — |
| 10 Year | 6.47 | 3.93 | — | — |
As on 27-6-2025
Note on Fund Managers’ performance
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[ C ] Conclusion
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Invesco India Income Plus Arbitrage Active Fund oF Fund NFO?
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https://sahifund.com/category/nfos/
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