Should I invest in Invesco India Largecap Fund?

We don't give personal investment advice. Invesco India Largecap 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: 19.7%. 5-year CAGR: 13.43%.

Invesco

Invesco India Largecap Fund - Direct Plan - Growth

Latest NAV

₹82.0000

As of

3 Jun 2026

3,300 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	+0.69%	+0.19%	+0.50	1 / 36	Q1
1W	-0.99%	-1.77%	+0.78	2 / 36	Q1
2W	+0.99%	-0.24%	+1.24	3 / 36	Q1
1M	+0.16%	-1.86%	+2.02	3 / 36	Q1
3M	+0.00%	-3.48%	+3.48	3 / 35	Q1
6M	-4.75%	-7.02%	+2.27	4 / 34	Q1
YTD	-3.95%	-7.39%	+3.44	4 / 34	Q1
1Y	+0.87%	-1.80%	+2.67	3 / 34	Q1
2Y	+4.93%	+2.13%	+2.80	2 / 32	Q1
3Y	+15.36%	+12.27%	+3.09	2 / 31	Q1
4Y	+15.07%	+12.68%	+2.39	3 / 29	Q1
5Y	+13.43%	+11.07%	+2.36	4 / 28	Q1
7Y	+14.24%	+12.37%	+1.87	1 / 25	Q1
10Y	+13.90%	+12.80%	+1.10	5 / 23	Q1
Inception	+14.66%	+11.08%	+3.58	4 / 36	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	-3.95%	-7.39%	+3.44	4 / 34
2025	+6.38%	+8.01%	-1.63	25 / 33
2024	+21.68%	+16.46%	+5.21	2 / 31
2023	+29.00%	+25.03%	+3.97	7 / 31
2022	-1.53%	+3.34%	-4.87	26 / 28
2021	+34.11%	+27.19%	+6.91	1 / 27
2020	+15.51%	+14.50%	+1.01	11 / 25
2019	+11.70%	+11.93%	-0.23	14 / 24
2018	+2.14%	+0.35%	+1.78	6 / 24
2017	+29.57%	+31.41%	-1.84	16 / 23
2016	+4.34%	+4.58%	-0.24	11 / 22

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

+17.24%

152 windows

min -25.9% · max 68.3%

91% positive

3-Year rolling

+15.30%

127 windows

min -2.3% · max 25.7%

99% positive

5-Year rolling

+15.01%

103 windows

min 1.1% · max 23.6%

100% positive

7-Year rolling

+14.44%

79 windows

min 9.4% · max 17.1%

100% positive

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

13.95%

3-year · annualised

Sharpe ratio

0.63

vs risk-free 6.5%

Sortino ratio

0.99

Downside-only deviation

Max drawdown

-18.21%

Sep 2024 → Feb 2025

% positive months

75.0%

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 Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large Cap Fund - Growth Option - Direct Plan	HDFC	₹1,163.9600	3 Jun 2026
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹97.2167	3 Jun 2026
SBI Large Cap FUND-DIRECT PLAN -GROWTH	SBI	₹100.8823	3 Jun 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth	ICICI Prudential	₹115.3300	3 Jun 2026
BANDHAN Large Cap Fund-Direct Plan-Growth	Bandhan	₹86.1600	3 Jun 2026
quant Large Cap Fund - Growth Option - Direct Plan	Quant	₹16.2295	3 Jun 2026
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹550.6600	3 Jun 2026
Motilal Oswal Large Cap Direct Plan Growth	Motilal Oswal	₹13.4304	3 Jun 2026
Franklin India Large Cap Fund- Direct - Growth	Franklin India	₹1,077.6027	2 Jun 2026
Mirae Asset Large Cap Fund - Direct Plan - Growth	Mirae Asset	₹121.3770	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹82.0000
2 Jun 2026	₹82.2800
1 Jun 2026	₹81.7200
29 May 2026	₹82.5300
27 May 2026	₹83.5100
26 May 2026	₹83.1000
25 May 2026	₹83.3500
22 May 2026	₹82.1200
21 May 2026	₹81.7600
20 May 2026	₹81.5600

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 Largecap Fund - Direct Plan - Growth is ₹82.0000. It's a Large Cap Fund from Invesco, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Largecap Fund - Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 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 Largecap Fund - Direct Plan - Growth is managed by Invesco. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Invesco India Largecap Fund - Direct Plan - Growth has delivered a absolute return of 0.87% — +2.67 pp ahead of the Large Cap Fund category average of -1.80%. The fund ranks #3 of 34 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Invesco India Largecap Fund - Direct Plan - Growth has delivered a CAGR of 15.36% — +3.09 pp ahead of the Large Cap Fund category average of 12.27%. The fund ranks #2 of 31 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India Largecap Fund - Direct Plan - Growth has delivered a CAGR of 13.43% — +2.36 pp ahead of the Large Cap Fund category average of 11.07%. The fund ranks #4 of 28 in its category — the top (Q1) quartile.

₹1 lakh invested in Invesco India Largecap Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹367,486 today — a multiplier of 3.67×, based on the 10-year CAGR of 13.90%. The category average over the same window would have grown ₹1 lakh to ₹333,597.

A ₹10,000 monthly SIP in Invesco India Largecap Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹806,597 today. That's an XIRR (money-weighted annualised return) of 11.77%.

A ₹10,000 monthly SIP for 10 years in Invesco India Largecap Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,503,412 (multiplier 2.09×). XIRR: 14.07%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Invesco India Largecap Fund - Direct Plan - Growth ranks #4 out of 28 funds in the Large Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.07%; this fund delivered 13.43%.

The worst peak-to-trough decline Invesco India Largecap Fund - Direct Plan - Growth has experienced over the last 5-year window is 19.73% — its NAV fell from a high on 17 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 Largecap Fund - Direct Plan - Growth averaged 15.01% (best 23.63%, worst 1.07%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.51 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Largecap Fund - Direct Plan - Growth returned 6.38% — lagging the Large Cap Fund category average of 8.01% by 1.63 pp. It ranked #25 of 33 in its category that year.

Invesco India Largecap 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 Largecap 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: 19.7%. 5-year CAGR: 13.43%.

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