Fundalysisby DARKHORSESTOCKS

Fund manager · INVESCO

Amey Sathe

Fund Manager - Equity at INVESCO. Runs 4 schemes worth ₹3,125 Cr.

  • Fund house

    INVESCOBefore: Tata until Dec 2025.

  • AUM they run

    ₹3,125 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    4 now · 4 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Mar 2025.

  • Experience

    18 yearsNovember 4, 2025 onwards Invesco Asset Management (India) Pvt. Ltd. May 11, 2015 - November 03, 2025 - Fund Manager - Tata Asset Management Pvt. Ltd.

Profile(INVESCO's SAI, 30 Jun 2026)

About

Role
Fund Manager - Equity
Studied
M.Com, M.M.S. (Finance), CFA
Age
43 years
Experience
November 4, 2025 onwards Invesco Asset Management (India) Pvt. Ltd. May 11, 2015 - November 03, 2025 - Fund Manager - Tata Asset Management Pvt. Ltd.

Schemes now4

  1. Invesco India Multi Asset Allocation Fund₹1,212 Cr
  2. Invesco India Balanced Advantage Fund₹903 Cr
  3. Invesco India Aggressive Hybrid Fund₹742 Cr
  4. Invesco India Equity Savings Fund₹269 Cr

AUM they run(Mar 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20263,125−3.2%
Aug 20263,228+0.6%
Jul 20263,209+0.4%
Jun 20263,196−0.4%
May 20263,207+1.0%
Apr 20263,174+6.8%
Mar 20262,972−5.7%
Feb 20263,152+1.9%
Jan 20263,094+2.0%
Dec 20253,034−84.2%
Nov 202519,251+20.4%
Oct 202515,990+4.7%
AUM at month end, Sept 2026
₹3,125 Cr
−80.5% since Oct 2025
Fig. 1.The AUM of the schemes Amey Sathe ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Jun 2018 – now)

  1. Value Fund
  2. Childrens Fund
  3. Banking Financial Services Fund
  4. Flexi Cap Fund
  5. Multi Asset Allocation Fund
  6. Balanced Advantage Fund
  7. Aggressive Hybrid Fund
  8. Equity Savings Fund
INVESCOTata20192020202120222023202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Jun 2018 – now)

INVESCO

4 now · since Nov 2025
  1. Invesco India Multi Asset Allocation Fund
    Co-managerNov 2025—1y₹1,212 CrMulti Asset Allocation
  2. Invesco India Balanced Advantage Fund
    Fund managerNov 2025—1y₹903 CrBalanced AdvantageTER 0.95%
  3. Invesco India Equity Savings Fund
    Fund manager, equityNov 2025—1y₹269 CrEquity SavingsTER 0.79%

Tata

since Jun 2018
  1. Tata Childrens Fund
    Fund managerMar 2021—Dec 20254y 10mChildren's

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(8 schemes)

Growth · Direct plans

Return as manager
+15.43%
Beat peers
3 of 4
vs peers
+0.95 pt
Longest run
7.5 years
Beat benchmark
Upcoming
Each scheme Amey Sathe ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Tata Value Fund
Jun '18–Dec '25 · 7.5y
+14.97%+13.67%+1.30 pt––
Tata Childrens Fund
Mar '21–Dec '25 · 4.8y
+14.19%+12.26%+1.93 pt––
Tata Banking Financial Services Fund
Oct '21–Dec '25 · 4.2y
+15.88%+15.27%+0.61 pt––
Tata Flexi Cap Fund
Apr '23–Dec '25 · 2.7y
+22.62%+22.90%−0.28 pt––
Invesco India Aggressive Hybrid Fund
Nov '25–now · 0.9y
−8.34%−3.27%−5.07 pt––
Invesco India Equity Savings Fund
Nov '25–now · 0.9y
−1.50%+1.39%−2.89 pt––
Invesco India Balanced Advantage Fund
Nov '25–now · 0.9y
−5.03%−1.91%−3.12 pt––
Invesco India Multi Asset Allocation Fund
Nov '25–now · 0.9y
+5.67%+4.27%+1.40 pt––
Fig. 1.Each scheme Amey Sathe ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(4 now)

  1. Krishna CheemalapatiMulti Asset Allocation Fund · Balanced Advantage Fund · Aggressive Hybrid Fund · Equity Savings Fund4 schemes
  2. Deepak GuptaBalanced Advantage Fund1 scheme
  3. Hiten JainAggressive Hybrid Fund1 scheme
  4. Taher BadshahMulti Asset Allocation Fund1 scheme