ReviewDirect · Growth
Invesco India - Invesco Global Consumer Trends Fund of Fund
Invesco Mutual FundOverseas Fund of Funds - Fund of Funds investing overseas5.7 years
- NAV
- 12.7533
- 15 Sept 2026
- 1Y
- -1.9%
- Trailing CAGR
- AUM
- ₹321.42 Cr
- 30 Jun 2026
- Volatility
- High
- 29.0% 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-1.9%
- 3Y+21.7%
- 5Y+4.3%
- 10Yn/a
- SI+4.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.9%
- 3Y+21.7%
- 5Y+17.3%
- 10Yn/a
- Since inception
- +4.8%
- Calendar-day CAGR
- Excess 1Y
- -34.2%
- Category median, same plan and option
- 3Y win rate
- +38%
- Windows beating the median
- 3Y percentile
- 31
- Vs comparable share classes
- Worst rolling 3Y
- -13.2%
- 601 daily-ending windows
- Median rolling 3Y
- +10.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 157 daily-ending windows
- SIP 3Y XIRR
- +21.7%
- 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
- 58 days
- 19 recovered episodes
- Longest recovery
- 994 days
- Trough to prior peak
- Current spell
- 100 days
- Days below latest peak
- Time below peak
- +97%
- NAV observations
16 Feb 2021 – 31 Jul 2025
Trough 10 Nov 2022 · recovered in 994 days
-51.2%
3 Jun 2026 – open
Trough 30 Jul 2026 · not recovered
-24.8%
10 Oct 2025 – 6 May 2026
Trough 31 Mar 2026 · recovered in 36 days
-24.0%
15 May 2026 – 29 May 2026
Trough 20 May 2026 · recovered in 9 days
-4.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
31
Vs category
0
Consistency
32
Risk-adjusted
32
Drawdown
0
Mean
19
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.
9 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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- 3Y
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- Vol
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- Max DD
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- 3Y
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- 3Y
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