Fundalysisby DARKHORSESTOCKS

Fund manager · INVESCO

Haresh Kapoor

Research Analyst and Fund Manager - Equity at INVESCO. Runs 2 schemes worth ₹2,139 Cr.

  • Fund house

    INVESCOThey run their schemes at INVESCO.

  • AUM they run

    ₹2,139 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

    2 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Dec 2025.

  • Experience

    11 yearsJuly 01, 2025 onwards Invesco Asset Management (India) Pvt. Ltd. January 09, 2023 - June 30, 2025 - VP & Research Analyst - Alchemy Capital Management Pvt. Ltd. June 30, 2014 - January 06, 2023 - VP - Research - 360 ONE Asset Management Ltd.

Profile(INVESCO's SAI, 30 Jun 2026)

About

Role
Research Analyst and Fund Manager - Equity
Studied
B.Com, M.Com, MBA, CFA Cleared Level II
Age
37 years
Experience
July 01, 2025 onwards Invesco Asset Management (India) Pvt. Ltd. January 09, 2023 - June 30, 2025 - VP & Research Analyst - Alchemy Capital Management Pvt. Ltd. June 30, 2014 - January 06, 2023 - VP - Research - 360 ONE Asset Management Ltd.

Schemes now2

  1. Invesco India Financial Services Fund₹1,778 Cr
  2. Invesco India ESG Integration Strategy Fund₹362 Cr

AUM they run(Dec 2025 – Sept 2026)

AUM at month end each month, and its change on the month before
10 months₹ CrChange
Sept 20262,139−6.6%
Aug 20262,290+2.2%
Jul 20262,241+2.1%
Jun 20262,195+5.8%
May 20262,075+1.2%
Apr 20262,049+12.2%
Mar 20261,827−10.8%
Feb 20262,049+0.3%
Jan 20262,043+0.5%
Dec 20252,033–
AUM at month end, Sept 2026
₹2,139 Cr
+5.2% since Dec 2025
Fig. 1.The AUM of the schemes Haresh Kapoor 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(Jan 2026 – now)

  1. Financial Services Fund
  2. ESG Integration Strategy Fund
INVESCO
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(Jan 2026 – now)

INVESCO

2 now · since Jan 2026
  1. Invesco India Financial Services Fund
    Fund managerJan 2026—10m₹1,778 CrSectoralTER 1.12%

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

Performance(2 schemes)

Growth · Direct plans

Return as manager
–
Beat peers
–
vs peers
–
Longest run
0.9 years
Beat benchmark
Upcoming
Each scheme Haresh Kapoor ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Invesco India ESG Integration Strategy Fund
Dec '25–now · 0.9y
−6.86%+0.52%−7.38 pt––
Invesco India Financial Services Fund
Dec '25–now · 0.9y
−3.15%+2.48%−5.63 pt––
Fig. 1.Each scheme Haresh Kapoor ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Hiten JainFinancial Services Fund1 scheme
  2. Taher BadshahESG Integration Strategy Fund1 scheme