Invesco India Invesco Global Consumer Trends Fund of Funds
Direct · Growth ₹14.57
02 Jul 2026
NAV
8.2%
3Y CAGR
3.6%
5Y CAGR
5.6%
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.
-1.27
Sharpe
-51.2%
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 | ₹12.67 L | 9.6% | -57.7% | 97.7% |
| 3 Years | ₹36.00 L | ₹47.55 L | 17.1% | -13.3% | 44.1% |
| 5 Years | ₹60.00 L | ₹92.15 L | 17.7% | 10.5% | 25.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 9.6% | 14.5% | 16.0% | -4.9% |
| 3 Years | 17.1% | 11.2% | 16.2% | +6.0% |
| 5 Years | 17.7% | 10.4% | 13.3% | +7.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.0% | 12.3% | -47.9% | 70.1% | 0.05 | 0.07 | 67% | — | — |
| 3 Years | 8.2% | 6.5% | -13.2% | 33.7% | 0.11 | 0.17 | 62% | — | — |
| 5 Years | 3.6% | 3.9% | -0.2% | 8.4% | -1.27 | -0.79 | 98% | — | — |
-51.2%
Max Drawdown
21 mo
Drawdown Duration
33 mo
Recovery Time
-23.8%
Avg Drawdown
Calmar Ratio by Duration
0.16
1Y
0.16
3Y
0.07
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +32.78 | 1.08 | 127.7% | 78.6% | 27.8% | -4.1% |
| 3 Years | +14.94 | 0.77 | 95.4% | 69.3% | 21.9% | 7.1% |
| 5 Years | -3.83 | 0.82 | 87.3% | 87.2% | 4.5% | 8.7% |
| 7 Years | -3.02 | 0.73 | 81.2% | 80.0% | 4.6% | 8.1% |
| 10 Years | -2.60 | 0.73 | 81.2% | 80.0% | 3.2% | 5.6% |
| 12 Years | -2.45 | 0.73 | 81.2% | 80.0% | 2.7% | 4.6% |
| 15 Years | -2.30 | 0.73 | 81.2% | 80.0% | 2.1% | 3.7% |