Invesco India Financial Services Fund
Direct · Growth ₹172.55
24 Apr 2026
NAV
17.4%
3Y CAGR
16.6%
5Y CAGR
17.2%
10Y CAGR
17.3%
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.
6.80
Sharpe
-42.4%
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 | ₹13.12 L | 21.7% | -62.4% | 106.8% |
| 3 Years | ₹36.00 L | ₹46.76 L | 17.7% | -21.0% | 32.9% |
| 5 Years | ₹60.00 L | ₹90.78 L | 16.7% | -4.6% | 26.9% |
| 10 Years | ₹1.20 Cr | ₹2.93 Cr | 16.9% | 13.5% | 19.5% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 21.7% | -1.4% | +23.1% |
| 3 Years | 17.7% | 10.4% | +7.2% |
| 5 Years | 16.7% | 10.5% | +6.2% |
| 10 Years | 16.9% | 11.8% | +5.1% |