Should I invest in Invesco India Aggressive Hybrid Fund?

We don't give personal investment advice. Invesco India Aggressive Hybrid Fund - Direct Plan - Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 15.0%. 5-year CAGR: 11.05%.

Invesco

Invesco India Aggressive Hybrid Fund - Direct Plan - Growth

Latest NAV

₹23.2255

As of

3 Jun 2026

1,946 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.61%	+4.36%	-3.76	2 / 30	Q1
1W	-1.17%	+2.94%	-4.11	14 / 30	Q2
2W	+0.04%	+4.15%	-4.12	12 / 30	Q2
1M	-0.79%	+3.24%	-4.03	11 / 30	Q2
3M	-2.98%	+3.65%	-6.63	27 / 30	Q4
6M	-8.45%	+0.91%	-9.35	29 / 30	Q4
YTD	-8.45%	+0.57%	-9.02	29 / 30	Q4
1Y	-6.65%	+5.12%	-11.77	30 / 30	Q4
2Y	+2.29%	+6.03%	-3.74	26 / 30	Q4
3Y	+12.67%	+13.60%	-0.93	17 / 30	Q3
4Y	+13.02%	+13.47%	-0.44	15 / 29	Q3
5Y	+11.05%	+12.07%	-1.02	15 / 27	Q3
7Y	+11.71%	+13.22%	-1.51	16 / 25	Q3
10Y	—	—	—	—	—
Inception	+11.29%	+12.86%	-1.57	24 / 30	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.45%	-3.75%	-4.70	28 / 29
2025	+1.20%	+10.33%	-9.14	28 / 30
2024	+28.26%	+17.99%	+10.26	2 / 30
2023	+25.20%	+21.88%	+3.32	8 / 30
2022	+0.74%	+3.88%	-3.14	19 / 28
2021	+22.41%	+26.63%	-4.21	23 / 27
2020	+11.42%	+15.17%	-3.75	21 / 26
2019	+11.23%	+9.11%	+2.12	12 / 24
2018	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.27%

85 windows

min -17.6% · max 48.7%

85% positive

3-Year rolling

+15.41%

61 windows

min 8.9% · max 21.4%

100% positive

5-Year rolling

+15.58%

36 windows

min 10.1% · max 20.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+13.40%

12 windows

min 11.3% · max 14.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.47%

3-year · annualised

Sharpe ratio

0.54

vs risk-free 6.5%

Sortino ratio

0.82

Downside-only deviation

Max drawdown

-14.52%

Dec 2024 → Mar 2026

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026
Kotak Aggressive Hybrid Fund - Direct Plan -Growth	Kotak	₹73.9900	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹23.2255
2 Jun 2026	₹23.3896
1 Jun 2026	₹23.2487
29 May 2026	₹23.3740
27 May 2026	₹23.6188
26 May 2026	₹23.6669
25 May 2026	₹23.7325
22 May 2026	₹23.5459
21 May 2026	₹23.4522
20 May 2026	₹23.3585

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Invesco India Aggressive Hybrid Fund - Direct Plan - Growth is ₹23.2255. It's a Aggressive Hybrid Fund from Invesco, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Aggressive Hybrid Fund - Direct Plan - Growth has NAV history starting from 04 Jul 2018, a track record of about 7 years 11 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Invesco India Aggressive Hybrid Fund - Direct Plan - Growth is managed by Invesco. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Invesco India Aggressive Hybrid Fund - Direct Plan - Growth has delivered a absolute return of -6.65% — -11.77 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #30 of 30 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Aggressive Hybrid Fund - Direct Plan - Growth has delivered a CAGR of 12.67% — -0.93 pp behind the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #17 of 30 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Invesco India Aggressive Hybrid Fund - Direct Plan - Growth has delivered a CAGR of 11.05% — -1.02 pp behind the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #15 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in Invesco India Aggressive Hybrid Fund - Direct Plan - Growth exactly 5 years ago would be worth approximately ₹168,870 today — a multiplier of 1.69×, based on the 5-year CAGR of 11.05%. The category average over the same window would have grown ₹1 lakh to ₹176,761.

A ₹10,000 monthly SIP in Invesco India Aggressive Hybrid Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹755,257 today. That's an XIRR (money-weighted annualised return) of 9.13%.

Invesco India Aggressive Hybrid Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,258,788 — XIRR 11.35%.

On a 5-year basis, Invesco India Aggressive Hybrid Fund - Direct Plan - Growth ranks #15 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.07%; this fund delivered 11.05%.

The worst peak-to-trough decline Invesco India Aggressive Hybrid Fund - Direct Plan - Growth has experienced over the last 5-year window is 15.03% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Invesco India Aggressive Hybrid Fund - Direct Plan - Growth averaged 15.58% (best 20.36%, worst 10.11%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.42 — weak risk-adjusted performance.

In calendar year 2025, Invesco India Aggressive Hybrid Fund - Direct Plan - Growth returned 1.20% — lagging the Aggressive Hybrid Fund category average of 10.33% by 9.14 pp. It ranked #28 of 30 in its category that year.

Invesco India Aggressive Hybrid Fund - Direct Plan - Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Invesco India Aggressive Hybrid Fund - Direct Plan - Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 15.0%. 5-year CAGR: 11.05%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Invesco India Aggressive Hybrid Fund - Direct Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Aggressive Hybrid Fund

Recent NAVs

Frequently asked questions

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