Should I invest in Invesco India PSU Equity Fund?

We don't give personal investment advice. Invesco India PSU Equity 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: 30.4%. 5-year CAGR: 21.65%.

Invesco

Invesco India PSU Equity Fund - Regular Plan - Growth

Latest NAV

₹65.0400

As of

3 Jun 2026

4,066 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	+0.33%	+0.27%	+0.06	82 / 175	Q2
1W	-2.52%	-1.35%	-1.16	146 / 175	Q4
2W	-0.64%	-0.09%	-0.56	116 / 176	Q3
1M	-4.26%	-0.53%	-3.73	173 / 176	Q4
3M	-4.43%	+2.12%	-6.55	150 / 174	Q4
6M	-0.95%	-1.85%	+0.90	70 / 165	Q2
YTD	-2.47%	-1.98%	-0.49	77 / 165	Q2
1Y	+0.70%	+3.78%	-3.08	86 / 151	Q3
2Y	-3.69%	+3.55%	-7.25	99 / 106	Q4
3Y	+25.66%	+14.41%	+11.25	5 / 67	Q1
4Y	+26.08%	+13.82%	+12.26	3 / 54	Q1
5Y	+21.65%	+10.37%	+11.28	4 / 45	Q1
7Y	+19.83%	+14.79%	+5.04	4 / 32	Q1
10Y	+17.04%	+14.01%	+3.03	3 / 23	Q1
Inception	+11.97%	+7.02%	+4.95	68 / 176	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	-2.47%	-1.38%	-1.09	77 / 164
2025	+10.06%	+1.66%	+8.40	25 / 133
2024	+24.75%	+21.92%	+2.83	28 / 82
2023	+54.28%	+31.01%	+23.27	2 / 59
2022	+20.54%	+2.36%	+18.17	4 / 52
2021	+30.25%	+31.79%	-1.53	21 / 42
2020	+5.10%	+20.01%	-14.91	23 / 34
2019	+9.36%	+8.53%	+0.83	12 / 28
2018	-16.65%	-6.81%	-9.84	16 / 23
2017	+24.35%	+37.67%	-13.32	19 / 23
2016	+16.42%	+8.37%	+8.04	5 / 23

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

+14.81%

190 windows

min -24.8% · max 97.6%

66% positive

3-Year rolling

+14.03%

165 windows

min -13.0% · max 41.2%

84% positive

5-Year rolling

+13.52%

141 windows

min 1.1% · max 32.9%

100% positive

7-Year rolling

+12.42%

117 windows

min 6.6% · max 23.3%

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

22.34%

3-year · annualised

Sharpe ratio

0.85

vs risk-free 6.5%

Sortino ratio

1.67

Downside-only deviation

Max drawdown

-30.41%

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 INNOVATION FUND - REGULAR PLAN - GROWTH OPTION	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹11.4966	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹19.3101	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹22.0100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹59.0200	3 Jun 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.3121	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹20.1120	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹65.0400
2 Jun 2026	₹64.7200
1 Jun 2026	₹64.5100
29 May 2026	₹65.3100
27 May 2026	₹66.7000
26 May 2026	₹66.3900
25 May 2026	₹66.3900
22 May 2026	₹65.6500
21 May 2026	₹65.7400
20 May 2026	₹65.4500

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 - Regular Plan - Growth is ₹65.0400. It's a Sectoral/Thematic Fund from Invesco, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India PSU Equity Fund - Regular Plan - Growth has NAV history starting from 27 Nov 2009, a track record of about 16 years 6 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 PSU Equity Fund - Regular 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 - Regular Plan - Growth has delivered a absolute return of 0.70% — -3.08 pp behind the Sectoral/Thematic Fund category average of 3.78%. The fund ranks #86 of 151 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Invesco India PSU Equity Fund - Regular Plan - Growth has delivered a CAGR of 25.66% — +11.25 pp ahead of the Sectoral/Thematic Fund category average of 14.41%. The fund ranks #5 of 67 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India PSU Equity Fund - Regular Plan - Growth has delivered a CAGR of 21.65% — +11.28 pp ahead of the Sectoral/Thematic Fund category average of 10.37%. The fund ranks #4 of 45 in its category — the top (Q1) quartile.

₹1 lakh invested in Invesco India PSU Equity Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹482,267 today — a multiplier of 4.82×, based on the 10-year CAGR of 17.04%. The category average over the same window would have grown ₹1 lakh to ₹371,044.

A ₹10,000 monthly SIP in Invesco India PSU Equity Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹993,436 today. That's an XIRR (money-weighted annualised return) of 20.26%.

A ₹10,000 monthly SIP for 10 years in Invesco India PSU Equity Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹3,189,750 (multiplier 2.66×). XIRR: 18.57%. 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 - Regular Plan - Growth ranks #4 out of 45 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 10.37%; this fund delivered 21.65%.

The worst peak-to-trough decline Invesco India PSU Equity Fund - Regular Plan - Growth has experienced over the last 5-year window is 30.41% — 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 - Regular Plan - Growth averaged 13.52% (best 32.94%, worst 1.12%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.74 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India PSU Equity Fund - Regular Plan - Growth returned 10.06% — beating the Sectoral/Thematic Fund category average of 1.66% by 8.40 pp. It ranked #25 of 133 in its category that year.

Invesco India PSU Equity 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 PSU Equity 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: 30.4%. 5-year CAGR: 21.65%.

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