Insufficient historyDirect · Growth
Invesco India Consumption Fund
- NAV
- 10.87
- 15 Sept 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹599.47 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.9% 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
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+13.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +13.1%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 16 days
- 8 recovered episodes
- Longest recovery
- 84 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
30 Oct 2025 – 15 Jun 2026
Trough 23 Mar 2026 · recovered in 84 days
-15.6%
6 Jul 2026 – 29 Jul 2026
Trough 8 Jul 2026 · recovered in 21 days
-2.0%
5 Aug 2026 – 20 Aug 2026
Trough 17 Aug 2026 · recovered in 3 days
-1.3%
27 Aug 2026 – 11 Sept 2026
Trough 2 Sept 2026 · recovered in 9 days
-0.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
52
Drawdown
61
Mean
n/a
Portfolio
31 Aug 2026 · 43 holdings · top 10 are 37.2%.
- Top 5
- 20.9%
- Top 10
- 37.2%
- Largest holding
- 6.2%
- Effective holdings
- 35.9
Zomato Ltd
Technology
6.2%
Milky Mist Dairy Food Ltd.
Consumer Staples
3.9%
Mahindra & Mahindra Ltd
Consumer Discretionary
3.7%
TVS Motor Company Ltd
Consumer Discretionary
3.6%
Craftsman Automation Ltd
Consumer Discretionary
3.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Insufficient history
Engine status
Insufficient history
History still thin for a status read
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
Bandhan Multi-Factor Fund
Bandhan Mutual Fund
- 1Y
- -5.7%
- 3Y
- n/a
- Vol
- 13.0%
- Max DD
- -13.7%
- Sharpe
- -0.67
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Nippon India Active Momentum Fund
Nippon India Mutual Fund
- 1Y
- +8.1%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -12.6%
- Sharpe
- 0.80
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Higher TER
UTI Quant Fund
UTI Mutual Fund
- 1Y
- -4.4%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -14.5%
- Sharpe
- -0.18
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Axis Consumption Fund
Axis Mutual Fund
- 1Y
- -8.2%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -20.1%
- Sharpe
- -0.66
- 3Y win
- n/a
- Lower volatility
- Lower TER
Caveat: Deeper drawdown