Invesco India PSU Equity Fund - Direct Plan - Growth
Invesco Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
1,490 cr
TER direct / regular
0.97% / 2.16%
CAGR (full)
24.5%
Sharpe (full)
0.88
Sharpe (bull ≤Sep-24)
2.86
Sharpe (sideways Oct-24→)
-0.13
Max drawdown
-29.4%
Months of data
163
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
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
24.4%
3.4%
1.22
12
FY23
15.1%
11.9%
0.52
12
FY24
85.8%
39.5%
3.19
12
FY25
6.0%
-1.1%
0.13
12
FY26
5.5%
6.7%
0.06
12
FY27*
9.9%
-8.4%
0.90
5
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 (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-9.4
-1.7
+5.6
-3.1
-3.7
-12.3
-7.1
+7.3
+7.1
-2.5
+3.2
-17.3
2014
-4.0
+0.4
+14.7
+3.0
+16.1
+9.5
-5.4
+3.6
+1.5
+6.4
+4.1
-1.9
+56.3
2015
+3.4
+0.4
-2.6
-1.7
+2.9
+1.1
+7.4
-8.2
-1.9
+0.7
+3.6
-0.2
+4.2
2016
-5.3
-10.6
+11.2
+1.8
+1.2
+7.4
+5.8
+5.9
-1.1
+5.0
+1.8
-2.7
+20.1
2017
+7.0
+1.5
+3.9
+5.8
-1.8
-3.8
+4.3
+1.3
-1.1
+8.3
-2.0
+1.0
+26.3
2018
-2.2
-4.6
-4.8
+2.8
-1.1
-6.6
+4.9
+0.5
-9.4
-0.2
+0.3
+4.7
-15.5
2019
-2.9
-3.8
+13.5
-1.5
+4.7
+0.5
-7.4
-2.4
+7.1
+7.2
-1.4
-0.8
+11.5
2020
+5.1
-0.5
-21.0
+12.1
-4.2
+10.4
+0.4
+0.7
-4.8
-1.1
+11.6
+3.2
+7.2
2021
-1.0
+12.2
-0.7
+3.2
+8.0
+3.9
+2.3
+0.9
+6.0
-0.4
-4.6
-0.1
+32.9
2022
+4.8
-5.3
+4.0
+1.7
-4.2
-5.9
+10.5
+8.0
-2.6
+8.6
+4.0
-1.7
+22.2
2023
-2.0
-2.9
+2.3
+6.4
+1.9
+6.5
+8.9
-2.5
+8.0
-3.0
+9.0
+14.9
+56.6
2024
+7.9
+7.5
-0.5
+8.5
+9.8
+3.1
+4.7
-3.6
-0.9
-5.9
-0.1
-4.4
+27.3
2025
-3.3
-14.8
+16.6
+4.2
+7.3
+1.9
-4.7
-3.8
+6.6
+4.5
-1.3
+1.2
+11.7
2026
+3.4
+0.0
-12.2
+12.4
-2.9
+0.0
-0.4
+1.1
-0.2
Quarterly average AUM & estimated net flows
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