Invesco India Invesco Global Equity Income Fund of Funds
Direct · Growth ₹41.69
02 Jul 2026
NAV
11.9%
3Y CAGR
11.4%
5Y CAGR
11.9%
10Y CAGR
11.9%
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
-34.7%
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 | ₹12.77 L | 13.6% | -51.2% | 55.2% |
| 3 Years | ₹36.00 L | ₹43.35 L | 13.0% | -17.8% | 27.0% |
| 5 Years | ₹60.00 L | ₹83.07 L | 12.6% | -7.8% | 23.3% |
| 7 Years | ₹84.00 L | ₹1.31 Cr | 13.5% | 4.7% | 21.0% |
| 10 Years | ₹1.20 Cr | ₹2.49 Cr | 14.4% | 11.0% | 17.6% |
| 12 Years | ₹1.44 Cr | ₹3.81 Cr | 15.3% | 13.6% | 16.0% |
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 | 13.6% | 14.5% | 16.0% | -0.8% |
| 3 Years | 13.0% | 11.2% | 16.2% | +1.9% |
| 5 Years | 12.6% | 10.4% | 13.3% | +2.2% |
| 7 Years | 13.5% | 10.6% | 10.4% | +2.9% |
| 10 Years | 14.4% | 11.5% | 10.2% | +2.9% |
| 12 Years | 15.3% | 11.4% | 11.7% | +3.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.8% | 12.9% | -25.6% | 70.8% | 0.48 | 1.17 | 81% | — | — |
| 3 Years | 11.9% | 10.6% | -4.3% | 30.0% | 0.93 | 5.44 | 100% | — | — |
| 5 Years | 11.4% | 10.9% | -1.1% | 24.8% | 1.06 | 5.36 | 100% | — | — |
| 10 Years | 11.9% | 11.6% | 9.6% | 15.1% | 3.98 | — | 100% | — | — |
-34.7%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-3.9%
Avg Drawdown
Calmar Ratio by Duration
0.37
1Y
0.34
3Y
0.33
5Y
0.33
7Y
0.34
10Y
0.36
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +24.33 | 0.55 | 69.7% | 34.8% | 26.1% | -2.2% |
| 3 Years | +15.75 | 0.45 | 60.0% | 34.2% | 22.6% | 7.2% |
| 5 Years | +10.02 | 0.52 | 61.9% | 45.3% | 17.9% | 9.1% |
| 7 Years | +8.87 | 0.53 | 57.3% | 43.9% | 18.2% | 11.9% |
| 10 Years | +6.36 | 0.48 | 50.1% | 37.9% | 15.0% | 10.9% |
| 12 Years | +4.62 | 0.47 | 48.9% | 38.7% | 12.8% | 9.9% |
| 15 Years | +2.49 | 0.47 | 47.7% | 38.1% | 10.2% | 9.0% |