Should I invest in Invesco India PSU Equity Fund?

We don't give personal investment advice. Invesco India PSU Equity 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: 29.8%. 5-year CAGR: 22.37%.

Invesco

Invesco India PSU Equity Fund - Direct Plan - Growth

Latest NAV

₹77.4600

As of

17 Jul 2026

3,331 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	+0.06%	-0.05%	+0.11	125 / 258	Q2
1W	-1.39%	-0.18%	-1.21	248 / 258	Q4
2W	-1.49%	-0.17%	-1.32	244 / 259	Q4
1M	-2.75%	+1.63%	-4.38	253 / 259	Q4
3M	-5.87%	+4.83%	-10.70	258 / 259	Q4
6M	-3.30%	+4.61%	-7.90	227 / 250	Q4
YTD	-2.15%	+2.98%	-5.13	187 / 247	Q4
1Y	+0.36%	+5.46%	-5.09	175 / 235	Q3
2Y	-3.21%	+4.09%	-7.30	166 / 187	Q4
3Y	+23.28%	+15.93%	+7.36	16 / 148	Q1
4Y	+28.07%	+17.58%	+10.49	6 / 121	Q1
5Y	+22.37%	+13.72%	+8.65	8 / 110	Q1
7Y	+22.29%	+17.79%	+4.50	19 / 91	Q1
10Y	+17.71%	+14.89%	+2.82	11 / 76	Q1
Inception	+15.98%	+12.07%	+3.90	87 / 259	Q2

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	-2.15%	+3.40%	-5.55	185 / 244
2025	+11.42%	+4.41%	+7.01	47 / 208
2024	+26.38%	+23.18%	+3.20	51 / 155
2023	+56.40%	+33.51%	+22.89	4 / 127
2022	+22.23%	+4.32%	+17.90	5 / 116
2021	+32.09%	+34.43%	-2.34	50 / 104
2020	+6.18%	+21.19%	-15.02	71 / 94
2019	+10.77%	+9.30%	+1.47	29 / 85
2018	-15.26%	-5.36%	-9.90	62 / 77
2017	+26.38%	+35.61%	-9.23	56 / 76
2016	+18.48%	+4.98%	+13.49	7 / 76

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

+21.62%

153 windows

min -23.2% · max 105.0%

80% positive

3-Year rolling

+19.49%

129 windows

min -5.5% · max 42.2%

95% positive

5-Year rolling

+17.26%

105 windows

min 4.4% · max 34.7%

100% positive

7-Year rolling

+16.33%

80 windows

min 8.0% · max 25.5%

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

22.21%

3-year · annualised

Sharpe ratio

0.76

vs risk-free 6.5%

Sortino ratio

1.40

Downside-only deviation

Max drawdown

-29.84%

Jul 2024 → Feb 2025

% 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 Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹12.5868	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹77.4600
16 Jul 2026	₹77.4100
15 Jul 2026	₹77.7300
14 Jul 2026	₹77.6100
13 Jul 2026	₹78.2400
10 Jul 2026	₹78.5500
9 Jul 2026	₹77.0700
8 Jul 2026	₹76.5500
7 Jul 2026	₹78.0600
6 Jul 2026	₹78.6200

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 PSU Equity Fund - Direct Plan - Growth is ₹77.4600. It's a Sectoral/Thematic Fund from Invesco, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India PSU Equity Fund - Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 6 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 PSU Equity Fund - Direct Plan - Growth is managed by Invesco. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Invesco India PSU Equity Fund - Direct Plan - Growth has delivered a absolute return of 0.36% — -5.09 pp behind the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #175 of 235 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Invesco India PSU Equity Fund - Direct Plan - Growth has delivered a CAGR of 23.28% — +7.36 pp ahead of the Sectoral/Thematic Fund category average of 15.93%. The fund ranks #16 of 148 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India PSU Equity Fund - Direct Plan - Growth has delivered a CAGR of 22.37% — +8.65 pp ahead of the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #8 of 110 in its category — the top (Q1) quartile.

₹1 lakh invested in Invesco India PSU Equity Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹510,614 today — a multiplier of 5.11×, based on the 10-year CAGR of 17.71%. The category average over the same window would have grown ₹1 lakh to ₹400,745.

A ₹10,000 monthly SIP in Invesco India PSU Equity Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹1,001,679 today. That's an XIRR (money-weighted annualised return) of 20.61%.

A ₹10,000 monthly SIP for 10 years in Invesco India PSU Equity Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹3,400,915 (multiplier 2.83×). XIRR: 19.76%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Invesco India PSU Equity Fund - Direct Plan - Growth ranks #8 out of 110 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.72%; this fund delivered 22.37%.

The worst peak-to-trough decline Invesco India PSU Equity Fund - Direct Plan - Growth has experienced over the last 5-year window is 29.84% — its NAV fell from a high on 15 Jul 2024 to a low on 28 Feb 2025. 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 PSU Equity Fund - Direct Plan - Growth averaged 17.26% (best 34.74%, worst 4.38%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.76 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India PSU Equity Fund - Direct Plan - Growth returned 11.42% — beating the Sectoral/Thematic Fund category average of 4.41% by 7.01 pp. It ranked #47 of 208 in its category that year.

Invesco India PSU Equity 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 PSU Equity 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: 29.8%. 5-year CAGR: 22.37%.

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