Invesco MF revises minimum investment and SIP rules across schemes. Details here

Invesco Asset Management (India) has announced revisions to the Scheme Information Documents (SIDs), Key Information Memorandums (KIMs), and the Statement of Additional Information (SAI) of its mutual fund schemes.

The changes relate to minimum investment amounts and Systematic Investment Plan (SIP) provisions and are effective from January 20, 2026.

Reduction in minimum application, switch and redemption amounts

• Invesco India Business Cycle Fund
• Invesco India Flexi Cap Fund
• Invesco India Large & Mid Cap Fund
• Invesco India Midcap Fund

• Invesco India Multi Asset Allocation Fund

Revised Limits

Introduction of Daily and Weekly SIP Options

Daily SIP: Minimum ₹20, in multiples of Re. 1, with at least 60 instalments

Weekly SIP: Minimum ₹100, in multiples of Re. 1, with at least 12 instalments ** Invesco India Multi Asset Allocation Fund**

Daily SIP: Minimum ₹20, in multiples of Re. 1, with at least 60 instalments

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

SIP Frequencies Extended to IDCW Option

Daily and Weekly SIP frequencies, which were earlier available only under the Growth option of certain schemes, have now been extended to the IDCW option of those schemes as well. All other terms and conditions applicable to Daily and Weekly SIPs remain unchanged. The AMC has reserved the right to modify these features in the future.

Revision in SIP minimum investment amounts

For the following schemes, the minimum Daily SIP amount has been reduced from ₹100 to ₹20, in multiples of Re. 1:

• Invesco India Largecap Fund

• Invesco India Large & Midcap Fund

• Invesco India Focused Fund

• Invesco India Business Cycle Fund

• Minimum number of instalments required: 60

For: All equity schemes (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

The minimum monthly SIP amount has been reduced from ₹500 to ₹100, in multiples of Re. 1.

Minimum number of instalments required: 12

For the same set of schemes, the minimum quarterly SIP amount has been reduced from ₹1,500 to ₹300, in multiples of Re. 1.

Minimum number of instalments required: 4.

_Disclaimer: This article is written purely for informational purposes and should not be considered investment advice from Upstox. Investors should do their own research or consult a registered financial advisor before making investment decisions. _