Fundalysisby DARKHORSESTOCKS

Fund manager · INVESCO

Deepak Gupta

Fund Manager and Dealer at INVESCO. Runs 3 schemes worth ₹31,356 Cr.

  • Fund house

    INVESCOThey run their schemes at INVESCO.

  • AUM they run

    ₹31,356 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

    3 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Jul 2024. On 1 more scheme for a slice of it: overseas, gold or arbitrage.

  • Experience

    20 yearsNovember 2, 2021 - till date Invesco Asset Management (India) Pvt. Ltd. July 1, 2019 to October 28, 2021 Sales Trading - Emkay Global Financial Services Ltd. April 1, 2005 to May 6, 2019 Fund Manager (Equities) - Kotak Asset Management Company Ltd.

Profile(INVESCO's SAI, 30 Jun 2026)

About

Role
Fund Manager and Dealer
Studied
B.Com, CA, CWA, Cleared CFA level III (AIMR, USA)
Age
44 years
Experience
November 2, 2021 - till date Invesco Asset Management (India) Pvt. Ltd. July 1, 2019 to October 28, 2021 Sales Trading - Emkay Global Financial Services Ltd. April 1, 2005 to May 6, 2019 Fund Manager (Equities) - Kotak Asset Management Company Ltd.

Schemes now4

  1. Invesco India Arbitrage Fund₹30,282 Cr
  2. Invesco India Balanced Advantage Fund₹903 Cr
  3. Invesco India Equity Savings Fund₹269 Cr
  4. Invesco India Income Plus Arbitrage Active Fund of Fund₹172 Cr

AUM they run(Nov 2021 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202631,356−1.2%
Aug 202631,743+3.2%
Jul 202630,769+3.5%
Jun 202629,743+5.5%
May 202628,193+2.3%
Apr 202627,552+3.8%
Mar 202626,540−7.6%
Feb 202628,7200.0%
Jan 202628,722+3.7%
Dec 202527,689−0.2%
Nov 202527,745+1.1%
Oct 202527,434+0.4%
AUM at month end, Sept 2026
₹31,356 Cr
+14.3% since Oct 2025
Fig. 1.The AUM of the schemes Deepak Gupta 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(Nov 2021 – now)

  1. Arbitrage Fund
  2. Equity Savings Fund
  3. Income Plus Arbitrage Active Fund of Fund
  4. Balanced Advantage Fund
INVESCO20222023202420252026
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(Nov 2021 – now)

INVESCO

4 now · since Nov 2021
  1. Invesco India Arbitrage Fund
    Fund managerNov 2021—5y₹30,282 CrArbitrageTER 0.37%
  2. Invesco India Balanced Advantage Fund
    Co-managerJun 2026—5m₹903 CrBalanced AdvantageTER 0.95%
  3. Invesco India Equity Savings Fund
    ArbitrageDec 2023—2y 11m₹269 CrEquity SavingsTER 0.79%

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

Performance(3 schemes)

Growth · Direct plans

Return as manager
+6.08%
Beat peers
1 of 2
vs peers
−0.00 pt
Longest run
4.9 years
Beat benchmark
Upcoming
Each scheme Deepak Gupta ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Invesco India Arbitrage Fund
Nov '21–now · 4.9y
+7.19%+6.85%+0.34 pt––
Invesco India Income Plus Arbitrage Active Fund of Fund
Jul '25–now · 1.2y
+4.97%+5.32%−0.35 pt––
Invesco India Balanced Advantage Fund
Jun '26–now · 0.4y
+0.93%+0.60%+0.33 pt––
Fig. 1.Each scheme Deepak Gupta ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(4 now)

  1. Amey SatheBalanced Advantage Fund · Equity Savings Fund2 schemes
  2. Krishna CheemalapatiBalanced Advantage Fund · Equity Savings Fund2 schemes
  3. Pradeep SukteArbitrage Fund1 scheme
  4. Vikas GargIncome Plus Arbitrage Active Fund of Fund1 scheme