Should I invest in Invesco India Largecap Fund?

We don't give personal investment advice. Invesco India Largecap 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: 20.2%. 5-year CAGR: 11.51%.

Religare

Invesco India Largecap Fund - Regular Plan - Growth

Latest NAV

₹70.1900

As of

24 Jul 2026

4,161 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	-0.62%	-0.35%	-0.28	34 / 35	Q4
1W	-2.23%	-1.80%	-0.43	30 / 35	Q4
2W	-1.89%	-1.49%	-0.39	24 / 35	Q3
1M	-0.65%	-0.37%	-0.28	25 / 35	Q3
3M	+3.92%	+1.15%	+2.77	1 / 35	Q1
6M	+3.22%	-2.82%	+6.04	4 / 35	Q1
YTD	-1.10%	-6.84%	+5.74	4 / 35	Q1
1Y	+0.57%	-4.27%	+4.84	4 / 35	Q1
2Y	+2.22%	-2.12%	+4.33	2 / 35	Q1
3Y	+12.59%	+7.28%	+5.30	3 / 35	Q1
4Y	+13.99%	+9.46%	+4.53	1 / 34	Q1
5Y	+11.51%	+7.88%	+3.63	2 / 34	Q1
7Y	+14.10%	+10.08%	+4.02	1 / 34	Q1
10Y	+12.22%	+8.36%	+3.86	1 / 34	Q1
Inception	+12.21%	+8.33%	+3.88	8 / 35	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	-1.10%	-7.22%	+6.12	3 / 34
2025	+4.99%	+5.20%	-0.21	22 / 34
2024	+20.02%	+12.60%	+7.42	1 / 34
2023	+27.19%	+21.38%	+5.80	4 / 34
2022	-2.99%	+0.25%	-3.24	28 / 34
2021	+32.26%	+23.62%	+8.64	2 / 34
2020	+14.13%	+11.04%	+3.09	14 / 34
2019	+10.05%	+7.65%	+2.41	18 / 35
2018	+0.33%	-3.82%	+4.15	12 / 35
2017	+27.35%	+24.19%	+3.16	18 / 35
2016	+2.57%	+0.01%	+2.56	10 / 33

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

+13.17%

194 windows

min -21.7% · max 79.8%

81% positive

3-Year rolling

+13.16%

170 windows

min -1.8% · max 25.7%

98% positive

5-Year rolling

+13.33%

146 windows

min 1.0% · max 24.1%

100% positive

7-Year rolling

+12.55%

121 windows

min 8.4% · max 16.0%

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

13.11%

3-year · annualised

Sharpe ratio

0.48

vs risk-free 6.5%

Sortino ratio

0.76

Downside-only deviation

Max drawdown

-18.68%

Sep 2024 → Feb 2025

% positive months

69.4%

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 - Regular Plan	HDFC	₹1,117.6250	24 Jul 2026
SBI Large Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹52.5157	24 Jul 2026
Franklin India Large Cap Fund - IDCW	Franklin Templeton	₹41.8537	24 Jul 2026
Mirae Asset Large Cap Fund - Growth Plan	Mirae Asset	₹110.1470	24 Jul 2026
Kotak Large Cap Fund - Growth	Kotak	₹558.1270	24 Jul 2026
Edelweiss Large Cap Fund - Plan B - IDCW Option	Edelweiss	₹80.3900	24 Jul 2026
HSBC Large Cap Fund - Regular Growth	HSBC	₹464.7238	24 Jul 2026
UTI Large Cap Fund - Regular Plan - Growth Option	UTI	₹260.1960	24 Jul 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹327.1700	24 Jul 2026
Aditya Birla Sun Life Large Cap Fund-Growth	Birla Sun Life	₹511.5500	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹70.1900
23 Jul 2026	₹70.6300
22 Jul 2026	₹71.0700
21 Jul 2026	₹71.8500
20 Jul 2026	₹71.7500
17 Jul 2026	₹71.7900
16 Jul 2026	₹71.5400
15 Jul 2026	₹71.5500
14 Jul 2026	₹71.1000
13 Jul 2026	₹71.5300

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 24 Jul 2026, the NAV of Invesco India Largecap Fund - Regular Plan - Growth is ₹70.1900. It's a Large Cap Fund from Religare, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Largecap Fund - Regular Plan - Growth has NAV history starting from 28 Aug 2009, a track record of about 16 years 10 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Invesco India Largecap Fund - Regular Plan - Growth is managed by Religare. 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 - Regular Plan - Growth has delivered a absolute return of 0.57% — +4.84 pp ahead of the Large Cap Fund category average of -4.27%. The fund ranks #4 of 35 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Invesco India Largecap Fund - Regular Plan - Growth has delivered a CAGR of 12.59% — +5.3 pp ahead of the Large Cap Fund category average of 7.28%. The fund ranks #3 of 35 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India Largecap Fund - Regular Plan - Growth has delivered a CAGR of 11.51% — +3.63 pp ahead of the Large Cap Fund category average of 7.88%. The fund ranks #2 of 34 in its category — the top (Q1) quartile.

₹1 lakh invested in Invesco India Largecap Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹316,599 today — a multiplier of 3.17×, based on the 10-year CAGR of 12.21%. The category average over the same window would have grown ₹1 lakh to ₹223,148.

A ₹10,000 monthly SIP in Invesco India Largecap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹793,269 today. That's an XIRR (money-weighted annualised return) of 11.11%.

A ₹10,000 monthly SIP for 10 years in Invesco India Largecap Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,355,070 (multiplier 1.96×). XIRR: 12.93%. 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 - Regular Plan - Growth ranks #2 out of 34 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 7.88%; this fund delivered 11.51%.

The worst peak-to-trough decline Invesco India Largecap Fund - Regular Plan - Growth has experienced over the last 5-year window is 20.23% — 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 - Regular Plan - Growth averaged 13.33% (best 24.12%, worst 1.01%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, Invesco India Largecap Fund - Regular Plan - Growth returned 4.99% — lagging the Large Cap Fund category average of 5.20% by 0.21 pp. It ranked #22 of 34 in its category that year.

Invesco India Largecap 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 Largecap 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: 20.2%. 5-year CAGR: 11.51%.

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