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Invesco Asset Management (India) Pvt. Ltd.
Saurabh Nanavati · Asset Manager · Multi-Strategy
Invesco Asset Management (India) Pvt. Ltd. is a prominent investment firm and a wholly owned subsidiary of the global asset manager Invesco Ltd. Headquartered in Mumbai, the firm was established in 2005 and transitioned from a joint venture with Religare to a 100% Invesco-owned entity in 2016. The institution provides a broad range of investment solutions, including mutual funds, portfolio management services, and offshore advisory, serving retail, institutional, and corporate clients. Its focus is on delivering specialized investment expertise across equity, fixed income, and hybrid asset classes. By leveraging its global resources alongside deep local market knowledge, Invesco India aims to provide a process-driven investment experience. The company is recognized for its commitment to investment excellence, rigorous risk management frameworks, and a client-centric approach designed to help investors achieve their long-term financial objectives in a dynamic economic environment.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -21.0% |
| YTD return | -24.5% |
| Sharpe ratio | -3.45 |
| Win rate | 0% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.invescomutualfund.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| HDB | HDFC Bank Limited ADR | 47.6% | -28.7% |
| IBN | ICICI Bank Limited | 41.1% | -6.9% |
| INFY | Infosys Ltd ADR | 11.3% | -32.6% |
| RDY | Dr. Reddy’s Laboratories Ltd ADR | 0.0% | -9.1% |
| WIT | Wipro Limited ADR | 0.0% | -36.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jun 1, 2026 | BUY | IBN | 41.1% → 50.4% |
| Jun 1, 2026 | BUY | ITCTY | 0.0% → 2.8% |
| Jun 1, 2026 | SELL | INFY | 11.3% → 11.6% |
| Jun 1, 2026 | SELL | HDB | 47.6% → 35.2% |
| Jun 1, 2026 | BUY | RDY | 0.0% → 0.0% |
Investment Style Analysis
Invesco Asset Management (India) Pvt. Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional and Information Technology Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jun 1, Invesco Asset Management (India) Pvt. Ltd. made a significant move by increasing exposure to IBN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Invesco Asset Management (India) employs a disciplined, process-oriented investment philosophy that combines top-down macroeconomic analysis with bottom-up fundamental research. The firm’s equity strategy focuses on a matrix framework involving company, industry, and technical analysis, complemented by a proprietary stock categorization system to identify market inefficiencies. A core tenet of their approach is staying 'true to the label,' ensuring that each fund adheres strictly to its specific investment mandate regardless of market conditions. In the fixed income space, the firm prioritizes safety, liquidity, and return optimization through active duration and credit management. By integrating global expertise with local insights and fostering a collaborative environment for rigorous debate, they aim to deliver consistent, superior risk-adjusted returns to their investors over the long term.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Invesco Asset Management (India) Pvt. Ltd..
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Frequently asked questions
How is the simulated portfolio for Invesco Asset Management (India) Pvt. Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Invesco Asset Management (India) Pvt. Ltd.'s largest holding?
As of the latest filing, Invesco Asset Management (India) Pvt. Ltd.'s top position is HDFC Bank Limited ADR (HDB), representing 47.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Invesco Asset Management (India) Pvt. Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of -21.0%. Notably, the portfolio maintains a Sharpe Ratio of -3.45, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Invesco Asset Management (India) Pvt. Ltd. primarily invest in?
Invesco Asset Management (India) Pvt. Ltd. has a strong preference for the Banks - Regional sector, which makes up 88.7% of their disclosed assets. The portfolio also has exposure to Information Technology Services, indicating a specific thematic focus.
Is Invesco Asset Management (India) Pvt. Ltd.'s portfolio concentrated or diversified?
Invesco Asset Management (India) Pvt. Ltd. runs a highly concentrated portfolio with 5 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Invesco Asset Management (India) Pvt. Ltd. performed in 2026?
Our AI-simulated model portfolio for Invesco Asset Management (India) Pvt. Ltd. tracks a Year-to-Date (YTD) return of -24.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Saurabh Nanavati manage Invesco Asset Management (India) Pvt. Ltd. directly?
Yes, Saurabh Nanavati serves as the key portfolio manager for Invesco Asset Management (India) Pvt. Ltd., overseeing the investment strategy and final capital allocation decisions.