Should I invest in Invesco India Aggressive Hybrid Fund?

We don't give personal investment advice. Invesco India Aggressive Hybrid Fund - Regular 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: 16.2%. 5-year CAGR: 9.28%.

Invesco

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

Latest NAV

₹20.5015

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	+0.60%	+0.09%	+0.52	1 / 33	Q1
1W	-1.20%	-1.58%	+0.38	15 / 33	Q2
2W	-0.02%	-0.53%	+0.51	13 / 33	Q2
1M	-0.91%	-2.04%	+1.14	11 / 33	Q2
3M	-3.36%	-2.12%	-1.24	22 / 33	Q3
6M	-9.16%	-5.78%	-3.37	24 / 33	Q3
YTD	-9.04%	-5.97%	-3.08	26 / 33	Q4
1Y	-8.11%	-1.00%	-7.11	28 / 33	Q4
2Y	+0.68%	+3.07%	-2.40	13 / 33	Q2
3Y	+10.89%	+9.48%	+1.42	15 / 32	Q2
4Y	+11.22%	+10.33%	+0.89	10 / 30	Q2
5Y	+9.28%	+9.61%	-0.33	15 / 29	Q3
7Y	+9.97%	+9.61%	+0.36	11 / 28	Q2
10Y	—	—	—	—	—
Inception	+9.55%	+7.75%	+1.80	13 / 33	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	-9.04%	-5.92%	-3.12	25 / 28
2025	-0.38%	-0.84%	+0.46	16 / 32
2024	+26.19%	+15.73%	+10.46	9 / 32
2023	+23.20%	+20.31%	+2.89	10 / 32
2022	-0.88%	+1.23%	-2.11	21 / 29
2021	+20.43%	+19.99%	+0.44	13 / 30
2020	+9.75%	+16.86%	-7.11	22 / 29
2019	+9.68%	+2.13%	+7.55	13 / 27
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

+12.49%

85 windows

min -18.7% · max 46.4%

79% positive

3-Year rolling

+13.58%

61 windows

min 7.3% · max 19.5%

100% positive

5-Year rolling

+13.75%

36 windows

min 8.4% · max 18.4%

100% positive

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

7-Year rolling

+11.63%

12 windows

min 9.5% · max 13.1%

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

11.45%

3-year · annualised

Sharpe ratio

0.40

vs risk-free 6.5%

Sortino ratio

0.59

Downside-only deviation

Max drawdown

-16.24%

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
Bandhan Aggressive Hybrid Fund-Regular Plan IDCW	Bandhan	₹18.4860	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW	Mirae Asset	₹16.5000	3 Jun 2026
Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option	Edelweiss	₹25.3500	3 Jun 2026
HSBC Aggressive Hybrid Fund - Regular Annual IDCW	HSBC	₹16.4066	3 Jun 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION	Baroda BNP Paribas	₹15.2547	3 Jun 2026
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Axis	₹12.1500	3 Jun 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW	Bank of India	₹33.0600	3 Jun 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹19.9339	3 Jun 2026
JM Aggressive Hybrid Fund (Regular) - Annual IDCW		₹31.2903	3 Jun 2026
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Mahindra Manulife	₹17.7095	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹20.5015
2 Jun 2026	₹20.6473
1 Jun 2026	₹20.5237
29 May 2026	₹20.6369
27 May 2026	₹20.8547
26 May 2026	₹20.8980
25 May 2026	₹20.9569
22 May 2026	₹20.7947
21 May 2026	₹20.7128
20 May 2026	₹20.6309

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 - Regular Plan - IDCW (Payout / Reinvestment) is ₹20.5015. It's a Aggressive Hybrid Fund from Invesco, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Invesco India Aggressive Hybrid Fund - Regular 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 - Regular 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 - Regular Plan - IDCW (Payout / Reinvestment) has delivered a absolute return of -8.11% — -7.11 pp behind the Aggressive Hybrid Fund category average of -1.00%. The fund ranks #28 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 10.89% — +1.42 pp ahead of the Aggressive Hybrid Fund category average of 9.48%. The fund ranks #15 of 32 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 9.28% — -0.33 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #15 of 29 in its category — the third (Q3) quartile.

₹1 lakh invested in Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment) exactly 5 years ago would be worth approximately ₹155,847 today — a multiplier of 1.56×, based on the 5-year CAGR of 9.28%. The category average over the same window would have grown ₹1 lakh to ₹158,239.

A ₹10,000 monthly SIP in Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹721,970 today. That's an XIRR (money-weighted annualised return) of 7.33%.

Invesco India Aggressive Hybrid Fund - Regular 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 ₹1,178,868 — XIRR 9.52%.

On a 5-year basis, Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment) ranks #15 out of 29 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 9.61%; this fund delivered 9.28%.

The worst peak-to-trough decline Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment) has experienced over the last 5-year window is 16.24% — its NAV fell from a high on 16 Dec 2024 to a low on 30 Mar 2026. 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 - Regular Plan - IDCW (Payout / Reinvestment) averaged 13.75% (best 18.43%, worst 8.40%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.28 — weak risk-adjusted performance.

In calendar year 2025, Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment) returned -0.38% — beating the Aggressive Hybrid Fund category average of -0.84% by 0.46 pp. It ranked #16 of 32 in its category that year.

Invesco India Aggressive Hybrid Fund - Regular 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 - Regular 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: 16.2%. 5-year CAGR: 9.28%.

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

Invesco India Aggressive Hybrid Fund - Regular 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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