Should I invest in Invesco India Aggressive Hybrid Fund?

We don't give personal investment advice. Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment) 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: 15.1%. 5-year CAGR: 10.99%.

Invesco

Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)

Latest NAV

₹23.1247

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%	+6.60%	-5.99	4 / 58	Q1
1W	-1.17%	+5.20%	-6.37	28 / 58	Q2
2W	+0.04%	+6.18%	-6.15	21 / 58	Q2
1M	-0.79%	+5.07%	-5.86	19 / 58	Q2
3M	-2.98%	+4.49%	-7.47	36 / 58	Q3
6M	-8.45%	+1.53%	-9.98	41 / 58	Q3
YTD	-8.46%	+1.04%	-9.49	42 / 58	Q3
1Y	-6.67%	+5.41%	-12.07	46 / 58	Q4
2Y	+2.25%	+4.56%	-2.31	20 / 57	Q2
3Y	+12.62%	+10.78%	+1.84	23 / 58	Q2
4Y	+12.97%	+10.80%	+2.17	21 / 55	Q2
5Y	+10.99%	+9.86%	+1.13	23 / 52	Q2
7Y	+11.65%	+10.11%	+1.55	20 / 48	Q2
10Y	—	—	—	—	—
Inception	+11.22%	+8.46%	+2.76	19 / 58	Q2

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	-8.46%	-6.04%	-2.42	37 / 50
2025	+1.16%	+7.92%	-6.76	28 / 56
2024	+28.17%	+14.90%	+13.27	10 / 56
2023	+25.12%	+18.81%	+6.31	11 / 56
2022	+0.69%	+1.96%	-1.27	32 / 53
2021	+22.34%	+21.02%	+1.32	29 / 54
2020	+11.35%	+13.62%	-2.26	27 / 52
2019	+11.16%	+3.69%	+7.47	14 / 47
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

+14.21%

85 windows

min -17.6% · max 48.6%

85% positive

3-Year rolling

+15.34%

61 windows

min 8.9% · max 21.3%

100% positive

5-Year rolling

+15.51%

36 windows

min 10.0% · max 20.3%

100% positive

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

7-Year rolling

+13.33%

12 windows

min 11.2% · max 14.8%

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

11.46%

3-year · annualised

Sharpe ratio

0.53

vs risk-free 6.5%

Sortino ratio

0.82

Downside-only deviation

Max drawdown

-14.56%

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 - IDCW Option - Direct Plan	HDFC	₹17.2110	3 Jun 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	3 Jun 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹99.9127	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹27.9300	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.1180	3 Jun 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹69.7436	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹281.8300	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹32.9866	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹20.5210	3 Jun 2026
Kotak Aggressive Hybrid Fund - Direct Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option	Kotak	₹45.3570	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹23.1247
2 Jun 2026	₹23.2882
1 Jun 2026	₹23.1479
29 May 2026	₹23.2726
27 May 2026	₹23.5163
26 May 2026	₹23.5642
25 May 2026	₹23.6296
22 May 2026	₹23.4438
21 May 2026	₹23.3505
20 May 2026	₹23.2572

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 - IDCW (Payout / Reinvestment) is ₹23.1247. It's a Aggressive Hybrid Fund from Invesco, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment) has NAV history starting from 04 Jul 2018, a track record of about 7 years 10 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 - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) has delivered a absolute return of -6.67% — -12.07 pp behind the Aggressive Hybrid Fund category average of 5.41%. The fund ranks #46 of 58 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 12.62% — +1.84 pp ahead of the Aggressive Hybrid Fund category average of 10.78%. The fund ranks #23 of 58 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 10.99% — +1.13 pp ahead of the Aggressive Hybrid Fund category average of 9.86%. The fund ranks #23 of 52 in its category — the second (Q2) quartile.

₹1 lakh invested in Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment) exactly 5 years ago would be worth approximately ₹168,437 today — a multiplier of 1.68×, based on the 5-year CAGR of 10.99%. The category average over the same window would have grown ₹1 lakh to ₹160,059.

A ₹10,000 monthly SIP in Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹754,251 today. That's an XIRR (money-weighted annualised return) of 9.08%.

Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment) doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,256,169 — XIRR 11.29%.

On a 5-year basis, Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment) ranks #23 out of 52 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 9.86%; this fund delivered 10.99%.

The worst peak-to-trough decline Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment) has experienced over the last 5-year window is 15.05% — 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 - IDCW (Payout / Reinvestment) averaged 15.51% (best 20.29%, worst 10.05%). 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 - IDCW (Payout / Reinvestment) returned 1.16% — lagging the Aggressive Hybrid Fund category average of 7.92% by 6.76 pp. It ranked #28 of 56 in its category that year.

Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) 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: 15.1%. 5-year CAGR: 10.99%.

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 - IDCW (Payout / Reinvestment)

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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