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Invesco India Aggressive Hybrid Fund - Direct Plan - Growth

Invesco Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
763 cr
TER direct / regular
0.89% / 2.40%
CAGR (full)
12.1%
Sharpe (full)
0.54
Sharpe (bull ≤Sep-24)
3.88
Sharpe (sideways Oct-24→)
-0.55
Max drawdown
-20.9%
Months of data
97
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

20182019202020212022202320242025202687170252Fund (NAV=100)Risk-free 6%/yrCategory median (Aggressive Hybrid Fund)

Drawdown

201820192020202120222023202420252026-21-100Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2214.2%-3.0%0.8812
FY231.6%-0.4%-0.3712
FY2435.9%5.3%3.2512
FY2513.7%3.6%0.5412
FY26-6.4%-5.7%-0.9812
FY27*10.6%-1.6%1.915
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2018+3.3-6.7-2.2+3.5+0.9-1.6
2019-1.4+0.3+5.5-0.5+1.3-0.2-3.9+1.7+4.1+3.9+0.0+0.1+11.2
2020+1.2-2.6-18.8+9.2-2.0+5.2+5.0+1.9+2.2+1.0+6.4+5.1+11.3
2021-0.2+4.5-0.1+0.4+4.1+2.7+3.2+2.2+2.2+0.8-2.2+3.2+22.8
2022-1.2-4.4+2.5-1.5-2.8-3.4+7.0+3.7-1.4+2.8+1.8-2.0+0.7
2023-1.8-0.8+0.3+3.2+3.5+3.1+2.6+0.8+1.0-1.3+6.7+6.3+25.8
2024+1.3+2.6+1.5+3.6+1.7+7.1+2.2+2.5+3.4-3.1+1.2+1.1+28.2
2025-4.6-7.3+5.8+2.5+3.6+2.4-1.7-1.2+0.4+2.1+0.6-0.7+1.4
2026-3.2-1.3-9.5+6.6-0.5+2.5+1.8-0.1-4.4

Quarterly average AUM & estimated net flows

201820192020202120222023202420252026339580821AUM (quarter avg), ₹cr
-102106
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
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