Should I invest in Invesco India Focused Fund?

We don't give personal investment advice. Invesco India Focused Fund - Regular 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: 23.0%. 5-year CAGR: 14.51%.

Invesco

Invesco India Focused Fund - Regular Plan - Growth

Latest NAV

₹26.1200

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%	+0.21%	+0.25	2 / 18	Q1
1W	-1.61%	-1.77%	+0.16	5 / 18	Q2
2W	+0.92%	+0.02%	+0.90	3 / 18	Q1
1M	+0.65%	-0.50%	+1.15	6 / 18	Q2
3M	+4.95%	-0.40%	+5.35	2 / 18	Q1
6M	-5.02%	-4.36%	-0.66	10 / 18	Q3
YTD	-2.12%	-4.51%	+2.39	5 / 18	Q2
1Y	-6.47%	-0.57%	-5.90	16 / 18	Q4
2Y	+2.92%	+2.64%	+0.27	8 / 18	Q2
3Y	+20.04%	+12.33%	+7.71	1 / 17	Q1
4Y	+16.69%	+12.41%	+4.28	1 / 14	Q1
5Y	+14.51%	+10.88%	+3.64	2 / 12	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+18.58%	+13.19%	+5.40	2 / 18	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	-2.12%	-4.51%	+2.39	5 / 18
2025	-7.85%	+3.22%	-11.07	18 / 18
2024	+43.01%	+19.16%	+23.86	1 / 17
2023	+33.98%	+25.63%	+8.35	1 / 15
2022	-8.61%	-1.51%	-7.10	12 / 13
2021	+40.27%	+31.22%	+9.06	1 / 11
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

+20.53%

58 windows

min -11.3% · max 65.9%

72% positive

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

3-Year rolling

+21.50%

33 windows

min 17.1% · max 27.1%

100% positive

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

5-Year rolling

+17.46%

9 windows

min 13.8% · max 22.7%

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

15.41%

3-year · annualised

Sharpe ratio

0.85

vs risk-free 6.5%

Sortino ratio

1.46

Downside-only deviation

Max drawdown

-23.00%

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
Motilal Oswal Focused Fund - Regular Plan Growth Option	Motilal Oswal	₹46.5440	3 Jun 2026
Mirae Asset Focused Fund Regular Plan Growth	Mirae Asset	₹23.1610	3 Jun 2026
Kotak Focused Fund- Regular plan _ Growth Option	Kotak	₹25.6600	3 Jun 2026
Edelweiss Focused Fund - Regular Plan - Growth	Edelweiss	₹15.8590	3 Jun 2026
DSP Focused Fund - Regular Plan - Growth	DSP	₹51.5810	3 Jun 2026
HSBC Focused Fund - Regular Growth	HSBC	₹25.0387	3 Jun 2026
BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option	Baroda BNP Paribas	₹20.3253	3 Jun 2026
Canara Robeco Focused Fund - Regular Plan - Growth Option	Canara Robeco	₹18.5700	3 Jun 2026
UTI Focused Fund - Regular Plan - Growth Option	UTI	₹14.4988	3 Jun 2026
Axis Focused Fund - Regular Plan - Growth Option	Axis	₹50.5900	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹26.1200
2 Jun 2026	₹26.2900
1 Jun 2026	₹26.1700
29 May 2026	₹26.3900
27 May 2026	₹26.6600
26 May 2026	₹26.7200
25 May 2026	₹26.7100
22 May 2026	₹26.2600
21 May 2026	₹26.1800
20 May 2026	₹26.1300

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 - Regular Plan - Growth is ₹26.1200. It's a Focused Fund from Invesco, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Focused Fund - Regular 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 - Regular 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 - Regular Plan - Growth has delivered a absolute return of -6.47% — -5.9 pp behind the Focused Fund category average of -0.57%. The fund ranks #16 of 18 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Focused Fund - Regular Plan - Growth has delivered a CAGR of 20.04% — +7.71 pp ahead of the Focused Fund category average of 12.33%. The fund ranks #1 of 17 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India Focused Fund - Regular Plan - Growth has delivered a CAGR of 14.51% — +3.64 pp ahead of the Focused Fund category average of 10.88%. The fund ranks #2 of 12 in its category — the top (Q1) quartile.

₹1 lakh invested in Invesco India Focused Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹196,929 today — a multiplier of 1.97×, based on the 5-year CAGR of 14.51%. The category average over the same window would have grown ₹1 lakh to ₹167,580.

A ₹10,000 monthly SIP in Invesco India Focused Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹831,241 today. That's an XIRR (money-weighted annualised return) of 12.99%.

Invesco India Focused Fund - Regular 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 ₹831,241 — XIRR 12.99%.

On a 5-year basis, Invesco India Focused Fund - Regular Plan - Growth ranks #2 out of 12 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 10.88%; this fund delivered 14.51%.

The worst peak-to-trough decline Invesco India Focused Fund - Regular Plan - Growth has experienced over the last 5-year window is 23.00% — its NAV fell from a high on 16 Dec 2024 to a low on 23 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 Focused Fund - Regular Plan - Growth averaged 17.46% (best 22.74%, worst 13.80%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.55 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Focused Fund - Regular Plan - Growth returned -7.85% — lagging the Focused Fund category average of 3.22% by 11.07 pp. It ranked #18 of 18 in its category that year.

Invesco India Focused Fund - Regular 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 - Regular 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: 23.0%. 5-year CAGR: 14.51%.

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