To generate capital appreciation by investing in companies poised to benefit from revival in economic growth, operating leverage, and consumer discretionary spending.
Benefit from revival in economic growth and rise in consumer discretionary spending across sectors.
Capitalize on potential operating leverage where incremental demand drives surging operating profits.
Companies with healthy balance sheets, attractive dividend yields, and trading at discounts to fair value.
Capture financial leverage where operating profit converts into outsized net earnings growth.
Performance since inception (April 18, 2016) vs BSE 500 TRI Benchmark Index (Rebased to 100)
₹100 invested at inception has grown to ~₹372 in Invesco R.I.S.E, outperforming the benchmark index (~₹353).
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 looking to participate in India's structural demand and capex revival.
Investors seeking operating leverage benefits that amplify bottom-line earnings.
High-net-worth individuals with an investment horizon of 4+ years.
Investors with higher risk appetite looking to capture small & mid-cap growth.
Seeking active bottom-up stock selection with a disciplined 10 - 25 stock conviction portfolio.
Investors looking for companies with healthy balance sheets and margin of safety.
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.