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: 11.01%.

Invesco

Invesco India Aggressive Hybrid Fund - Direct Plan - Growth

Latest NAV

₹24.3811

As of

17 Jul 2026

1,977 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	+0.35%	+0.29%	+0.07	14 / 29	Q2
1W	+0.35%	+0.03%	+0.32	4 / 29	Q1
2W	+0.09%	+0.22%	-0.12	20 / 29	Q3
1M	+1.70%	+1.54%	+0.16	9 / 29	Q2
3M	+1.89%	+2.64%	-0.74	16 / 29	Q3
6M	-3.37%	+1.49%	-4.86	29 / 29	Q4
YTD	-4.57%	+0.06%	-4.63	28 / 29	Q4
1Y	-4.33%	+2.38%	-6.70	29 / 29	Q4
2Y	+1.35%	+3.64%	-2.29	25 / 29	Q4
3Y	+12.58%	+12.52%	+0.06	11 / 29	Q2
4Y	+14.01%	+14.19%	-0.18	14 / 28	Q2
5Y	+11.01%	+11.95%	-0.94	16 / 26	Q3
7Y	+12.96%	+14.38%	-1.42	16 / 25	Q3
10Y	—	—	—	—	—
Inception	+11.68%	+13.04%	-1.37	23 / 29	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	-4.57%	+0.06%	-4.63	28 / 29
2025	+1.20%	+6.34%	-5.15	27 / 29
2024	+28.26%	+18.61%	+9.64	2 / 29
2023	+25.20%	+22.63%	+2.57	8 / 29
2022	+0.74%	+4.02%	-3.28	19 / 27
2021	+22.41%	+27.65%	-5.24	23 / 26
2020	+11.42%	+15.77%	-4.35	21 / 25
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

+14.38%

86 windows

min -12.0% · max 45.4%

86% positive

3-Year rolling

+15.74%

62 windows

min 9.7% · max 22.6%

100% positive

5-Year rolling

+15.41%

38 windows

min 10.5% · max 21.6%

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%

13 windows

min 11.6% · max 15.1%

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

11.93%

3-year · annualised

Sharpe ratio

0.51

vs risk-free 6.5%

Sortino ratio

0.86

Downside-only deviation

Max drawdown

-14.52%

Dec 2024 → Mar 2026

% positive months

61.1%

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	₹125.0360	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	17 Jul 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹351.1088	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹455.6100	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹31.6700	17 Jul 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹522.6806	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,741.4600	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹310.4604	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹39.4540	17 Jul 2026
Kotak Aggressive Hybrid Fund - Direct Plan -Growth	Kotak	₹77.4830	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹24.3811
16 Jul 2026	₹24.2960
15 Jul 2026	₹24.2697
14 Jul 2026	₹24.2030
13 Jul 2026	₹24.3589
10 Jul 2026	₹24.2961
9 Jul 2026	₹24.0886
8 Jul 2026	₹23.9643
7 Jul 2026	₹24.3430
6 Jul 2026	₹24.3881

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 17 Jul 2026, the NAV of Invesco India Aggressive Hybrid Fund - Direct Plan - Growth is ₹24.3811. 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 8 years. 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 -4.33% — -6.7 pp behind the Aggressive Hybrid Fund category average of 2.38%. The fund ranks #29 of 29 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 12.58% — +0.06 pp ahead of the Aggressive Hybrid Fund category average of 12.52%. The fund ranks #11 of 29 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Invesco India Aggressive Hybrid Fund - Direct Plan - Growth has delivered a CAGR of 11.01% — -0.94 pp behind the Aggressive Hybrid Fund category average of 11.95%. The fund ranks #16 of 26 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 ₹168,554 today — a multiplier of 1.69×, based on the 5-year CAGR of 11.01%. The category average over the same window would have grown ₹1 lakh to ₹175,809.

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 ₹775,769 today. That's an XIRR (money-weighted annualised return) of 10.21%.

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 ₹1,294,357 — XIRR 12.14%.

On a 5-year basis, Invesco India Aggressive Hybrid Fund - Direct Plan - Growth ranks #16 out of 26 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 11.95%; this fund delivered 11.01%.

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 15.41% (best 21.62%, worst 10.47%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.39 — 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 6.34% by 5.15 pp. It ranked #27 of 29 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: 11.01%.

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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