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Invesco India Equity Savings Fund - Direct Plan - Growth

Invesco Mutual Fund · Hybrid · mandate: equity + arbitrage + debt · benchmark: —
AUM (all plans)
320 cr
TER direct / regular
1.50% / 2.99%
CAGR (full)
8.8%
Sharpe (full)
0.45
Sharpe (bull ≤Sep-24)
3.98
Sharpe (sideways Oct-24→)
-0.62
Max drawdown
-8.4%
Months of data
89
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

2019202020212022202320242025202698143187Fund (NAV=100)Risk-free 6%/yr

Drawdown

20192020202120222023202420252026-8-40Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY228.9%0.6212
FY231.2%-0.8512
FY2421.5%3.4512
FY2510.8%0.6012
FY26-0.8%-1.0912
FY27*7.0%2.905
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
2019+0.1+1.2+0.1-1.3+0.8+1.8+2.0+0.6+0.6+6.0
2020+0.9-0.0-8.4+5.4-0.7+3.0+2.6+1.1+0.5+0.7+3.0+2.1+10.0
2021-0.3+1.8+0.5+0.5+2.6+1.0+1.5+1.5+1.4+0.7-0.7+1.1+12.2
2022-0.4-2.1+1.5-1.0-1.5-2.1+3.3+2.2-1.1+0.6+1.4-0.5+0.1
2023-0.8+0.5+0.4+1.6+3.1+2.8+1.3+0.8+0.4-0.3+3.3+3.0+17.3
2024+1.5+1.2+1.0+2.8+0.9+4.2+1.9+1.6+1.6-1.4+0.7+1.2+18.4
2025-2.4-3.3+2.9+1.8+2.7+1.3-0.7-1.0+0.4+1.2+0.2-0.9+2.0
2026-1.1-0.6-3.9+2.8+0.1+1.8+1.4+0.7+1.1

Quarterly average AUM & estimated net flows

20192020202120222023202420252026119283448AUM (quarter avg), ₹cr
-70240
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
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.