MonitorDirect · GrowthWatch before adding
Invesco India Aggressive Hybrid Fund
Invesco Mutual FundHybrid Schemes - Aggressive Hybrid Fund8.3 years
The scheme seeks to generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
- NAV
- 23.6223
- 29 Oct 2026
- 1Y
- -8.1%
- Trailing CAGR
- AUM
- ₹716.46 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.3% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Prefer peers if · Prefer Canara Robeco Aggressive Hybrid Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
8.3 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.91% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -28.4%. Ask whether you can hold through a similar fall.
Vs category
Watch
45% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Amey Sathe · 1.0 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 38.7% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 28%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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-8.1%
- 3Y+10.8%
- 5Y+9.0%
- 10Yn/a
- SI+10.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.2%
- 3Y+1.3%
- 5Y+8.1%
- 10Yn/a
- Since inception
- +10.8%
- Calendar-day CAGR
- Excess 1Y
- -4.2%
- Category median, same plan and option
- 3Y win rate
- +45%
- Windows beating the median
- 3Y percentile
- 53
- Vs comparable share classes
- SIP 3Y XIRR
- +1.3%
- Simulated monthly SIP
- Worst rolling 3Y
- +8.3%
- 1312 daily-ending windows
- Median rolling 3Y
- +15.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 819 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -28.4%
- Worst peak-to-trough
- Current
- -8.4%
- Below last peak
- Current spell
- 682 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 93 recovered episodes
- Longest recovery
- 231 days
- Trough to prior peak
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
53
Vs category
24
Consistency
43
Risk-adjusted
47
Drawdown
29
Mean
39
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
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
No supporting reads in the current evidence set.
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.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Canara Robeco Aggressive Hybrid Fund
Canara Robeco Mutual Fund
- 1Y
- -3.1%
- 3Y
- +11.0%
- Vol
- 11.7%
- Max DD
- -25.7%
- Sharpe
- 0.66
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
SBI AGGRESSIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- -1.9%
- 3Y
- +12.0%
- Vol
- 10.8%
- Max DD
- -27.5%
- Sharpe
- 0.73
- 3Y win
- +56%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -3.1%
- 3Y
- +10.7%
- Vol
- 10.0%
- Max DD
- -12.9%
- Sharpe
- 0.54
- 3Y win
- +92%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Mahindra Manulife Aggressive Hybrid Fund
Mahindra Manulife Mutual Fund
- 1Y
- -8.4%
- 3Y
- +10.8%
- Vol
- 12.2%
- Max DD
- -25.4%
- Sharpe
- 0.79
- 3Y win
- +100%
- 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
- -1.5%
- 3Y
- +11.3%
- Vol
- 12.2%
- Max DD
- -29.0%
- Sharpe
- 0.58
- 3Y win
- +70%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown