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: 23.27%.

Invesco

Invesco India PSU Equity Fund - Direct Plan - Growth

Latest NAV

₹77.9900

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	+0.32%	+0.27%	+0.05	116 / 258	Q2
1W	-2.50%	-1.34%	-1.16	214 / 258	Q4
2W	-0.59%	+0.04%	-0.62	171 / 259	Q3
1M	-4.17%	-0.39%	-3.79	253 / 259	Q4
3M	-4.13%	+2.19%	-6.32	223 / 257	Q4
6M	-0.35%	-1.09%	+0.75	103 / 247	Q2
YTD	-1.97%	-1.30%	-0.67	113 / 247	Q2
1Y	+1.93%	+5.02%	-3.09	124 / 230	Q3
2Y	-2.48%	+5.50%	-7.98	173 / 182	Q4
3Y	+27.26%	+16.94%	+10.32	6 / 139	Q1
4Y	+27.76%	+16.57%	+11.19	5 / 119	Q1
5Y	+23.27%	+13.73%	+9.55	9 / 109	Q1
7Y	+21.37%	+16.42%	+4.95	12 / 91	Q1
10Y	+18.67%	+15.07%	+3.60	9 / 76	Q1
Inception	+16.15%	+10.45%	+5.71	76 / 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	-1.97%	-0.94%	-1.04	111 / 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

+21.36%

152 windows

min -20.0% · max 100.1%

76% positive

3-Year rolling

+18.99%

127 windows

min -5.6% · max 43.2%

94% positive

5-Year rolling

+17.04%

103 windows

min 3.1% · max 34.6%

100% positive

7-Year rolling

+16.11%

79 windows

min 8.2% · max 24.9%

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

22.36%

3-year · annualised

Sharpe ratio

0.91

vs risk-free 6.5%

Sortino ratio

1.81

Downside-only deviation

Max drawdown

-29.84%

Jul 2024 → Feb 2025

% 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 Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹77.9900
2 Jun 2026	₹77.6000
1 Jun 2026	₹77.3500
29 May 2026	₹78.2900
27 May 2026	₹79.9600
26 May 2026	₹79.5900
25 May 2026	₹79.5800
22 May 2026	₹78.6800
21 May 2026	₹78.7900
20 May 2026	₹78.4400

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 PSU Equity Fund - Direct Plan - Growth is ₹77.9900. 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 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 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 1.93% — -3.09 pp behind the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #124 of 230 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 27.26% — +10.32 pp ahead of the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #6 of 139 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 23.27% — +9.55 pp ahead of the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #9 of 109 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 ₹553,891 today — a multiplier of 5.54×, based on the 10-year CAGR of 18.67%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

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 ₹1,033,908 today. That's an XIRR (money-weighted annualised return) of 21.91%.

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 ₹3,464,771 (multiplier 2.89×). XIRR: 20.10%. 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 #9 out of 109 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 13.73%; this fund delivered 23.27%.

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 17.04% (best 34.65%, worst 3.12%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.81 — 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: 23.27%.

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