Should I invest in Invesco India Focused Fund?

We don't give personal investment advice. Invesco India Focused Fund - Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.0%. 5-year CAGR: 16.17%.

Invesco

Invesco India Focused Fund - Direct Plan - Growth

Latest NAV

₹28.4200

As of

3 Jun 2026

1,395 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	+0.46%	+0.16%	+0.29	4 / 28	Q1
1W	-1.58%	-1.70%	+0.12	8 / 28	Q2
2W	+0.95%	+0.08%	+0.87	4 / 28	Q1
1M	+0.74%	-0.57%	+1.31	7 / 28	Q1
3M	+5.30%	-0.01%	+5.31	3 / 28	Q1
6M	-4.41%	-4.00%	-0.41	13 / 28	Q2
YTD	-1.58%	-4.28%	+2.70	7 / 28	Q1
1Y	-5.30%	+1.05%	-6.34	25 / 28	Q4
2Y	+4.26%	+4.18%	+0.08	14 / 28	Q2
3Y	+21.62%	+14.42%	+7.20	1 / 27	Q1
4Y	+18.28%	+14.60%	+3.69	3 / 24	Q1
5Y	+16.17%	+13.14%	+3.02	4 / 21	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+20.34%	+14.67%	+5.67	2 / 28	Q1

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	-1.58%	-4.28%	+2.70	7 / 28
2025	-6.64%	+5.55%	-12.19	28 / 28
2024	+44.95%	+20.88%	+24.08	1 / 27
2023	+35.90%	+27.60%	+8.29	1 / 25
2022	-7.22%	+2.34%	-9.57	21 / 23
2021	+42.80%	+33.53%	+9.26	2 / 20
2020	—	—	—	—

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

+22.31%

58 windows

min -9.8% · max 68.2%

78% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+23.28%

33 windows

min 18.8% · max 28.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+19.20%

9 windows

min 15.5% · max 24.6%

100% positive

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

7-Year rolling

—

Insufficient history

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

15.44%

3-year · annualised

Sharpe ratio

0.93

vs risk-free 6.5%

Sortino ratio

1.64

Downside-only deviation

Max drawdown

-21.73%

Dec 2024 → Mar 2026

% positive months

66.7%

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 Focused Fund

Scheme	Fund house	NAV	As of
HDFC Focused Fund - Growth Option - Direct Plan	HDFC	₹250.6800	3 Jun 2026
Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹131.4877	3 Jun 2026
SBI FOCUSED FUND - DIRECT PLAN -GROWTH	SBI	₹430.6856	2 Jun 2026
ICICI Prudential Focused Equity Fund - Direct Plan - Growth	ICICI Prudential	₹102.5000	3 Jun 2026
Bandhan Focused Fund - Direct Plan - Growth	Bandhan	₹101.5750	3 Jun 2026
quant Focused Fund - Growth Option-Direct Plan	Quant	₹100.2827	3 Jun 2026
Aditya Birla Sun Life Focused Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹158.3303	3 Jun 2026
Motilal Oswal Focused Fund - Direct Plan Growth Option	Motilal Oswal	₹54.9491	3 Jun 2026
Franklin India Focused Equity Fund - Direct - Growth	Franklin India	₹110.9849	3 Jun 2026
Mirae Asset Focused Fund Direct Plan Growth	Mirae Asset	₹25.4610	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹28.4200
2 Jun 2026	₹28.6000
1 Jun 2026	₹28.4700
29 May 2026	₹28.7100
27 May 2026	₹29.0000
26 May 2026	₹29.0600
25 May 2026	₹29.0500
22 May 2026	₹28.5600
21 May 2026	₹28.4700
20 May 2026	₹28.4200

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 Focused Fund - Direct Plan - Growth is ₹28.4200. It's a Focused Fund from Invesco, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Focused Fund - Direct Plan - Growth has NAV history starting from 01 Oct 2020, a track record of about 5 years 8 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 Focused Fund - Direct Plan - Growth is managed by Invesco. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Invesco India Focused Fund - Direct Plan - Growth has delivered a absolute return of -5.30% — -6.34 pp behind the Focused Fund category average of 1.05%. The fund ranks #25 of 28 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Focused Fund - Direct Plan - Growth has delivered a CAGR of 21.62% — +7.2 pp ahead of the Focused Fund category average of 14.42%. The fund ranks #1 of 27 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India Focused Fund - Direct Plan - Growth has delivered a CAGR of 16.17% — +3.02 pp ahead of the Focused Fund category average of 13.14%. The fund ranks #4 of 21 in its category — the top (Q1) quartile.

₹1 lakh invested in Invesco India Focused Fund - Direct Plan - Growth exactly 5 years ago would be worth approximately ₹211,539 today — a multiplier of 2.12×, based on the 5-year CAGR of 16.17%. The category average over the same window would have grown ₹1 lakh to ₹185,428.

A ₹10,000 monthly SIP in Invesco India Focused Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹864,616 today. That's an XIRR (money-weighted annualised return) of 14.58%.

Invesco India Focused Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹864,616 — XIRR 14.58%.

On a 5-year basis, Invesco India Focused Fund - Direct Plan - Growth ranks #4 out of 21 funds in the Focused Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.14%; this fund delivered 16.17%.

The worst peak-to-trough decline Invesco India Focused Fund - Direct Plan - Growth has experienced over the last 5-year window is 21.98% — its NAV fell from a high on 14 Jan 2022 to a low on 17 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 Focused Fund - Direct Plan - Growth averaged 19.20% (best 24.59%, worst 15.46%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.64 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Focused Fund - Direct Plan - Growth returned -6.64% — lagging the Focused Fund category average of 5.55% by 12.19 pp. It ranked #28 of 28 in its category that year.

Invesco India Focused Fund - Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

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

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.0%. 5-year CAGR: 16.17%.

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