Should I invest in Invesco India Focused Fund?

We don't give personal investment advice. Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) 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: 38.3%. 5-year CAGR: 8.13%.

Invesco

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

Latest NAV

₹20.7700

As of

17 Jul 2026

1,426 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	+0.34%	+0.29%	+0.05	9 / 19	Q2
1W	-0.62%	-0.14%	-0.48	18 / 19	Q4
2W	+0.97%	+0.25%	+0.72	4 / 19	Q1
1M	+4.95%	+1.48%	+3.47	1 / 19	Q1
3M	+9.89%	+3.38%	+6.52	2 / 19	Q1
6M	-1.05%	-1.94%	+0.90	8 / 19	Q2
YTD	-3.93%	-3.53%	-0.40	10 / 19	Q3
1Y	-9.85%	-3.18%	-6.67	17 / 19	Q4
2Y	-7.09%	-2.26%	-4.83	16 / 19	Q4
3Y	+12.14%	+8.02%	+4.12	3 / 18	Q1
4Y	+13.24%	+9.48%	+3.76	3 / 16	Q1
5Y	+8.13%	+7.17%	+0.96	8 / 14	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+13.44%	+10.38%	+3.07	4 / 19	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	-3.93%	-3.53%	-0.40	10 / 19
2025	-17.48%	-0.22%	-17.27	19 / 19
2024	+43.06%	+15.57%	+27.49	1 / 18
2023	+33.90%	+21.71%	+12.19	1 / 16
2022	-17.78%	-4.34%	-13.44	13 / 14
2021	+40.27%	+27.68%	+12.59	1 / 12
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

+15.06%

59 windows

min -20.2% · max 72.3%

58% positive

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

3-Year rolling

+16.98%

35 windows

min 10.5% · max 23.8%

100% positive

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

5-Year rolling

+11.27%

10 windows

min 7.8% · max 17.6%

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

19.14%

3-year · annualised

Sharpe ratio

0.36

vs risk-free 6.5%

Sortino ratio

0.52

Downside-only deviation

Max drawdown

-38.31%

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 Focused Fund

Scheme	Fund house	NAV	As of
Motilal Oswal Focused Fund Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹20.4418	17 Jul 2026
Mirae Asset Focused Fund Regular IDCW	Mirae Asset	₹22.6100	17 Jul 2026
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	Kotak	₹27.4700	17 Jul 2026
Edelweiss Focused Fund - Regular Plan - IDCW	Edelweiss	₹14.9980	17 Jul 2026
DSP Focused Fund - Regular Plan - IDCW	DSP	₹20.5640	17 Jul 2026
HSBC Focused Fund - Regular IDCW	HSBC	₹18.7184	17 Jul 2026
BARODA BNP PARIBAS Focused Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹13.8469	17 Jul 2026
Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment)	Canara Robeco	₹17.5000	17 Jul 2026
UTI Focused Fund - Regular Plan - IDCW Payout Option	UTI	₹15.3216	17 Jul 2026
Axis Focused Fund - Regular Plan - IDCW	Axis	₹17.8900	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹20.7700
16 Jul 2026	₹20.7000
15 Jul 2026	₹20.8100
14 Jul 2026	₹20.6900
13 Jul 2026	₹20.8200
10 Jul 2026	₹20.9000
9 Jul 2026	₹20.6400
8 Jul 2026	₹20.3100
7 Jul 2026	₹20.7400
6 Jul 2026	₹20.8100

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 Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) is ₹20.7700. It's a Focused Fund from Invesco, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) has NAV history starting from 01 Oct 2020, a track record of about 5 years 9 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 - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) has delivered a absolute return of -9.85% — -6.67 pp behind the Focused Fund category average of -3.18%. The fund ranks #17 of 19 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 12.14% — +4.12 pp ahead of the Focused Fund category average of 8.02%. The fund ranks #3 of 18 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 8.13% — +0.96 pp ahead of the Focused Fund category average of 7.17%. The fund ranks #8 of 14 in its category — the third (Q3) quartile.

₹1 lakh invested in Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) exactly 5 years ago would be worth approximately ₹147,830 today — a multiplier of 1.48×, based on the 5-year CAGR of 8.13%. The category average over the same window would have grown ₹1 lakh to ₹141,362.

A ₹10,000 monthly SIP in Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹722,712 today. That's an XIRR (money-weighted annualised return) of 7.37%.

Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹722,712 — XIRR 7.37%.

On a 5-year basis, Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) ranks #8 out of 14 funds in the Focused Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 7.17%; this fund delivered 8.13%.

The worst peak-to-trough decline Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) has experienced over the last 5-year window is 38.31% — 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 Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) averaged 11.27% (best 17.63%, worst 7.77%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.16 — weak risk-adjusted performance.

In calendar year 2025, Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) returned -17.48% — lagging the Focused Fund category average of -0.22% by 17.27 pp. It ranked #19 of 19 in its category that year.

Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) 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: 38.3%. 5-year CAGR: 8.13%.

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