Invesco India Aggressive Hybrid Fund
Direct · Growth ₹24.39
06 Jul 2026
NAV
15.5%
3Y CAGR
15.5%
5Y CAGR
14.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.00
Sharpe
-28.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.61 L | 14.4% | -42.2% | 55.5% |
| 3 Years | ₹36.00 L | ₹45.28 L | 16.2% | 1.2% | 30.5% |
| 5 Years | ₹60.00 L | ₹89.82 L | 16.3% | 7.7% | 24.0% |
| 7 Years | ₹84.00 L | ₹1.43 Cr | 14.4% | 10.3% | 17.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 14.4% | 15.2% |
| 3 Years | 16.2% | 14.4% |
| 5 Years | 16.3% | 14.4% |
| 7 Years | 14.4% | 14.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.2% | 12.0% | -19.9% | 57.5% | 0.52 | 1.56 | 84% | — | — |
| 3 Years | 15.5% | 15.9% | 8.3% | 23.0% | 3.12 | — | 100% | — | — |
| 5 Years | 15.5% | 15.5% | 9.9% | 22.7% | 3.00 | — | 100% | — | — |
-28.4%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-3.9%
Avg Drawdown
Calmar Ratio by Duration
0.50
1Y
0.55
3Y
0.55
5Y
0.47
7Y