Invesco India Equity Savings Fund
Direct · Growth ₹18.66
26 Oct 2026
NAV
10.2%
3Y CAGR
10.3%
5Y CAGR
9.6%
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.
2.49
Sharpe
-13.6%
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.
0.74%
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 | ₹12.48 L | 9.4% | -17.1% | 28.4% |
| 3 Years | ₹36.00 L | ₹41.01 L | 9.8% | 2.9% | 18.5% |
| 5 Years | ₹60.00 L | ₹78.72 L | 10.8% | 6.7% | 14.6% |
| 7 Years | ₹84.00 L | ₹1.13 Cr | 8.5% | 7.8% | 9.7% |
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 | 9.4% | 7.8% |
| 3 Years | 9.8% | 10.9% |
| 5 Years | 10.8% | 11.0% |
| 7 Years | 8.5% | 10.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.5% | 9.0% | -5.5% | 26.6% | 0.38 | 0.88 | 89% | — | — |
| 3 Years | 10.2% | 10.0% | 6.4% | 14.8% | 2.02 | 1009.85 | 100% | — | — |
| 5 Years | 10.3% | 10.6% | 7.0% | 13.3% | 2.49 | — | 100% | — | — |
-13.6%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-1.5%
Avg Drawdown
Calmar Ratio by Duration
0.70
1Y
0.75
3Y
0.76
5Y
0.66
7Y