Should I invest in Invesco India Largecap Fund?

We don't give personal investment advice. Invesco India Largecap Fund - Direct 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: 27.3%. 5-year CAGR: 5.51%.

Invesco

Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment)

Latest NAV

₹33.2800

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%	+0.08%	+0.61	1 / 42	Q1
1W	-0.98%	-1.84%	+0.86	2 / 42	Q1
2W	+1.00%	-0.38%	+1.38	2 / 42	Q1
1M	+0.15%	-1.90%	+2.05	2 / 42	Q1
3M	-8.37%	-4.54%	-3.83	37 / 42	Q4
6M	-12.75%	-9.19%	-3.57	32 / 41	Q4
YTD	-12.02%	-9.42%	-2.60	29 / 41	Q3
1Y	-7.63%	-4.83%	-2.80	27 / 41	Q3
2Y	-3.79%	-1.82%	-1.97	28 / 40	Q3
3Y	+5.71%	+8.46%	-2.76	26 / 39	Q3
4Y	+7.76%	+8.78%	-1.02	22 / 36	Q3
5Y	+5.51%	+7.38%	-1.87	24 / 35	Q3
7Y	+6.96%	+8.68%	-1.72	24 / 31	Q4
10Y	+7.73%	+7.59%	+0.14	16 / 26	Q3
Inception	+7.96%	+7.86%	+0.10	27 / 42	Q3

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	-12.02%	-9.83%	-2.19	28 / 40
2025	-2.32%	+4.07%	-6.39	36 / 40
2024	+11.33%	+12.49%	-1.16	25 / 38
2023	+29.00%	+21.78%	+7.22	8 / 38
2022	-10.88%	+0.13%	-11.01	35 / 35
2021	+21.51%	+22.09%	-0.57	18 / 34
2020	+15.50%	+11.78%	+3.72	9 / 31
2019	+11.70%	+7.69%	+4.02	9 / 31
2018	+2.09%	-4.62%	+6.71	6 / 31
2017	+17.78%	+20.09%	-2.31	21 / 27
2016	-8.01%	-0.13%	-7.88	23 / 25

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

+10.14%

152 windows

min -26.0% · max 57.1%

72% positive

3-Year rolling

+8.63%

127 windows

min -5.3% · max 20.8%

98% positive

5-Year rolling

+8.78%

103 windows

min -3.3% · max 15.4%

99% positive

7-Year rolling

+8.56%

79 windows

min 4.1% · max 12.1%

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

18.45%

3-year · annualised

Sharpe ratio

0.05

vs risk-free 6.5%

Sortino ratio

0.06

Downside-only deviation

Max drawdown

-27.28%

Sep 2024 → Mar 2026

% positive months

72.2%

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 - IDCW Option - Direct Plan	HDFC	₹58.9490	3 Jun 2026
NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹38.6669	3 Jun 2026
SBI Large Cap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹65.4721	3 Jun 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - IDCW	ICICI Prudential	₹58.3500	3 Jun 2026
BANDHAN Large Cap Fund-Direct Plan-IDCW	Bandhan	₹27.1200	3 Jun 2026
quant Large Cap Fund - IDCW Option - Direct Plan	Quant	₹16.2966	3 Jun 2026
Aditya Birla Sun Life Large Cap Fund-DIRECT - IDCW	Aditya Birla Sun Life	₹88.5700	3 Jun 2026
Motilal Oswal Large Cap Direct Plan IDCW	Motilal Oswal	₹12.1057	3 Jun 2026
Franklin India Large Cap Fund - Direct - IDCW	Franklin India	₹47.3825	2 Jun 2026
Mirae Asset Large Cap Fund Direct IDCW	Mirae Asset	₹63.3580	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹33.2800
2 Jun 2026	₹33.3900
1 Jun 2026	₹33.1600
29 May 2026	₹33.4900
27 May 2026	₹33.8900
26 May 2026	₹33.7200
25 May 2026	₹33.8200
22 May 2026	₹33.3300
21 May 2026	₹33.1800
20 May 2026	₹33.1000

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 - IDCW (Payout / Reinvestment) is ₹33.2800. It's a Large Cap Fund from Invesco, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) has delivered a absolute return of -7.63% — -2.8 pp behind the Large Cap Fund category average of -4.83%. The fund ranks #27 of 41 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 5.71% — -2.76 pp behind the Large Cap Fund category average of 8.46%. The fund ranks #26 of 39 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 5.51% — -1.87 pp behind the Large Cap Fund category average of 7.38%. The fund ranks #24 of 35 in its category — the third (Q3) quartile.

₹1 lakh invested in Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment) exactly 10 years ago would be worth approximately ₹210,530 today — a multiplier of 2.11×, based on the 10-year CAGR of 7.73%. The category average over the same window would have grown ₹1 lakh to ₹207,880.

A ₹10,000 monthly SIP in Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹643,553 today. That's an XIRR (money-weighted annualised return) of 2.76%.

A ₹10,000 monthly SIP for 10 years in Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment) = ₹1,200,000 invested. It would currently be worth ₹1,693,389 (multiplier 1.41×). XIRR: 6.70%. 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 - IDCW (Payout / Reinvestment) ranks #24 out of 35 funds in the Large Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 7.38%; this fund delivered 5.51%.

The worst peak-to-trough decline Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment) has experienced over the last 5-year window is 27.35% — 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 - IDCW (Payout / Reinvestment) averaged 8.78% (best 15.41%, worst -3.31%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.04 — weak risk-adjusted performance.

In calendar year 2025, Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment) returned -2.32% — lagging the Large Cap Fund category average of 4.07% by 6.39 pp. It ranked #36 of 40 in its category that year.

Invesco India Largecap Fund - Direct 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 Largecap Fund - Direct 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: 27.3%. 5-year CAGR: 5.51%.

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