ReviewDirect · GrowthPrefer peers first
Invesco India - Invesco Pan European Equity Fund of Fund
Invesco Mutual FundOverseas Fund of Funds - Fund of Funds investing overseas12.7 years
- NAV
- 27.9382
- 29 Oct 2026
- 1Y
- +23.7%
- Trailing CAGR
- AUM
- ₹235.16 Cr
- 30 Sept 2026
- Volatility
- High
- 18.7% 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
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer Axis Global Equity Alpha Fund of Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
12.7 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
0.50% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -41.0%. Ask whether you can hold through a similar fall.
Vs category
Fail
29% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
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
Watch
Top 10 holdings ≈ 100.0% 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.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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+23.7%
- 3Y+21.8%
- 5Y+13.8%
- 10Y+12.0%
- SI+8.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+11.3%
- 3Y+21.0%
- 5Y+18.6%
- 10Y+13.7%
- Since inception
- +8.4%
- Calendar-day CAGR
- Excess 1Y
- +6.4%
- Category median, same plan and option
- 3Y win rate
- +29%
- Windows beating the median
- 3Y percentile
- 25
- Vs comparable share classes
- SIP 3Y XIRR
- +21.0%
- Simulated monthly SIP
- Worst rolling 3Y
- -8.6%
- 2250 daily-ending windows
- Median rolling 3Y
- +7.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +96%
- 1781 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -41.0%
- Worst peak-to-trough
- Current
- -8.6%
- Below last peak
- Current spell
- 73 days
- Days below latest peak
- Time below peak
- +93%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 22 days
- 87 recovered episodes
- Longest recovery
- 400 days
- Trough to prior peak
25 Sept 2018 – 25 Feb 2021
Trough 19 Mar 2020 · recovered in 343 days
-41.0%
15 May 2015 – 1 Aug 2017
Trough 27 Jun 2016 · recovered in 400 days
-26.2%
17 Jan 2022 – 9 Jan 2023
Trough 28 Sept 2022 · recovered in 103 days
-24.7%
26 Feb 2014 – 8 May 2015
Trough 16 Oct 2014 · recovered in 204 days
-18.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
25
Vs category
90
Consistency
36
Risk-adjusted
37
Drawdown
0
Mean
38
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
30 Sept 2026 · 2 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 91.1%
- Effective holdings
- 1.2
Religare Invesco Pan European Equity Reg
Unspecified
91.1%
Repo
Unspecified
11.0%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Axis Global Equity Alpha Fund of Fund
Axis Mutual Fund
- 1Y
- +15.3%
- 3Y
- +25.3%
- Vol
- 16.2%
- Max DD
- -19.9%
- Sharpe
- 0.75
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund
HSBC Mutual Fund
- 1Y
- +20.8%
- 3Y
- +26.3%
- Vol
- 15.8%
- Max DD
- -27.3%
- Sharpe
- 0.42
- 3Y win
- +74%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
HSBC Global Emerging Markets Fund
HSBC Mutual Fund
- 1Y
- +23.8%
- 3Y
- +27.5%
- Vol
- 17.5%
- Max DD
- -34.6%
- Sharpe
- 0.27
- 3Y win
- +63%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Invesco India - Invesco Global Equity Income Fund of Fund
Invesco Mutual Fund
- 1Y
- +18.6%
- 3Y
- +25.2%
- Vol
- 15.9%
- Max DD
- -34.7%
- Sharpe
- 0.49
- 3Y win
- +64%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Kotak Global Emerging Market Overseas Equity Active FOF
Kotak Mahindra Mutual Fund
- 1Y
- +20.6%
- 3Y
- +25.1%
- Vol
- 15.8%
- Max DD
- -32.0%
- Sharpe
- 0.27
- 3Y win
- +42%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER