Invesco India Banking and PSU Fund
Direct · Growth ₹2570.18
24 Jul 2026
NAV
7.0%
3Y CAGR
6.9%
5Y CAGR
7.0%
10Y CAGR
7.1%
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.
3.98
Sharpe
-4.9%
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 | ₹12.41 L | 7.2% | -3.0% | 15.7% |
| 3 Years | ₹36.00 L | ₹39.98 L | 7.0% | 2.9% | 11.1% |
| 5 Years | ₹60.00 L | ₹71.13 L | 6.8% | 4.9% | 9.5% |
| 7 Years | ₹84.00 L | ₹1.05 Cr | 6.8% | 5.7% | 9.0% |
| 10 Years | ₹1.20 Cr | ₹1.67 Cr | 6.5% | 6.3% | 7.0% |
| 12 Years | ₹1.44 Cr | ₹2.19 Cr | 6.8% | 6.4% | 7.1% |
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 | 7.2% | 7.5% |
| 3 Years | 7.0% | 7.4% |
| 5 Years | 6.8% | 7.3% |
| 7 Years | 6.8% | 7.2% |
| 10 Years | 6.5% | 7.1% |
| 12 Years | 6.8% | 7.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.2% | 7.6% | -0.5% | 12.3% | 0.29 | 0.42 | 100% | — | — |
| 3 Years | 7.0% | 7.5% | 3.5% | 9.3% | 0.35 | 0.58 | 100% | — | — |
| 5 Years | 6.9% | 6.8% | 5.4% | 8.6% | 0.52 | 1.31 | 100% | — | — |
| 10 Years | 7.0% | 7.0% | 6.6% | 7.2% | 3.98 | — | 100% | — | — |
-4.9%
Max Drawdown
0 mo
Drawdown Duration
1 mo
Recovery Time
-0.2%
Avg Drawdown
Calmar Ratio by Duration
1.48
1Y
1.44
3Y
1.42
5Y
1.45
7Y
1.42
10Y
1.47
12Y