To generate steady capital appreciation by investing in fundamentally strong Large Cap companies available at attractive valuations.
Growth, Safety & Returns: 86.7% Large-Cap Allocation | 20+ Years Track Record Since September 2004
Anchor 86.7% in established industry leaders exhibiting robust balance sheets and economic moats.
Identify companies delivering above-average earnings growth across business and credit cycles.
Combine high-quality compounding potential with attractive margin-of-safety valuation metrics.
Tactical sector allocation ranging between 25% - 200% of benchmark weights based on opportunity.
Long-term trajectory vs NIFTY 50 TRI Benchmark Index (Rebased to 100)
Over 20 years of continuous wealth creation since inception in September 2004, providing a steadfast core equity foundation for HNIs.
As on 30 September 2026 (TWRR Basis)
Returns up to 1 year are absolute; returns over 1 year are Compounded Annualized (CAGR).
Strategy vs Benchmark (3Y monthly data points)
As on 30 September 2026 | Source: Bloomberg, Internal Estimates
Investors seeking a core equity allocation anchored in India's top 50 large-cap market leaders.
Investors desiring lower portfolio volatility with a proven 20+ year track record since 2004.
High-net-worth investors with an investment horizon of 4+ years.
Those seeking a blend of growth and value with disciplined entry valuations (P/E FY26E 22.15).
Investors looking for institutional-grade portfolio management with tactical asset allocation calls.
Seeking superior quality businesses exhibiting above-average earnings growth and high ROE.
Disclaimer: Past performance may or may not be sustained in future. Invesco Asset Management (India) Private Ltd. ("IAMI" / "Portfolio Manager") does not offer guaranteed or assured returns. Returns up to 1 year are absolute & over 1 year are Compounded Annualized. Return Calculation Method: Time Weighted Rate of Return (TWRR). Securities investments are subject to market risks, please read the Disclosure Document carefully before investing.