MonitorDirect · Growth
Invesco India Aggressive Hybrid Fund
Invesco Mutual FundHybrid Schemes - Aggressive Hybrid Fund8.2 years
- NAV
- 23.7366
- 15 Sept 2026
- 1Y
- -6.5%
- Trailing CAGR
- AUM
- ₹716.46 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.3% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-6.5%
- 3Y+10.1%
- 5Y+9.2%
- 10Yn/a
- SI+11.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.6%
- 3Y+2.3%
- 5Y+8.5%
- 10Yn/a
- Since inception
- +11.1%
- Calendar-day CAGR
- Excess 1Y
- -7.6%
- Category median, same plan and option
- 3Y win rate
- +45%
- Windows beating the median
- 3Y percentile
- 40
- Vs comparable share classes
- Worst rolling 3Y
- +8.3%
- 1282 daily-ending windows
- Median rolling 3Y
- +15.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 789 daily-ending windows
- SIP 3Y XIRR
- +2.3%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 93 recovered episodes
- Longest recovery
- 231 days
- Trough to prior peak
- Current spell
- 638 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
20 Feb 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-28.4%
17 Jan 2022 – 1 Dec 2022
Trough 20 Jun 2022 · recovered in 164 days
-15.0%
16 Dec 2024 – open
Trough 30 Mar 2026 · not recovered
-14.5%
28 Aug 2018 – 3 Jun 2019
Trough 26 Oct 2018 · recovered in 220 days
-11.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
40
Vs category
3
Consistency
43
Risk-adjusted
50
Drawdown
29
Mean
33
Portfolio
31 Aug 2026 · 66 holdings · top 10 are 38.7%.
- Top 5
- 24.3%
- Top 10
- 38.7%
- Largest holding
- 7.6%
- Effective holdings
- 39.4
Invesco India Ultra Short to Short Term Fund Direct-Growth
Unspecified
7.6%
ICICI Bank Ltd
Financial
5.2%
HDFC Bank Ltd
Financial
4.8%
Infosys Ltd
Technology
3.6%
Kotak Mahindra Bank Ltd
Financial
3.2%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.5%
- 3Y
- +10.8%
- Vol
- 10.0%
- Max DD
- -12.9%
- Sharpe
- 0.70
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
SBI AGGRESSIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- +2.4%
- 3Y
- +10.9%
- Vol
- 10.8%
- Max DD
- -27.5%
- Sharpe
- 0.80
- 3Y win
- +55%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Mahindra Manulife Aggressive Hybrid Fund
Mahindra Manulife Mutual Fund
- 1Y
- -3.9%
- 3Y
- +10.5%
- Vol
- 12.3%
- Max DD
- -25.4%
- Sharpe
- 0.89
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Canara Robeco Aggressive Hybrid Fund
Canara Robeco Mutual Fund
- 1Y
- -0.1%
- 3Y
- +9.9%
- Vol
- 11.7%
- Max DD
- -25.7%
- Sharpe
- 0.72
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Mirae Asset Aggressive Hybrid Fund
Mirae Asset Mutual Fund
- 1Y
- +4.1%
- 3Y
- +10.8%
- Vol
- 12.2%
- Max DD
- -29.0%
- Sharpe
- 0.66
- 3Y win
- +76%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown