MonitorDirect · Growth
Invesco India Large Cap Fund
Invesco Mutual FundEquity Schemes - Large Cap Fund13.7 years
The scheme seeks to generate capital appreciation by investing predominantly in Largecap companies.
- NAV
- 85.46
- 15 Sept 2026
- 1Y
- +1.1%
- Trailing CAGR
- AUM
- ₹2,020.76 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.6% 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+1.1%
- 3Y+12.7%
- 5Y+11.1%
- 10Y+13.5%
- SI+14.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.6%
- 3Y+7.3%
- 5Y+11.8%
- 10Y+14.1%
- Since inception
- +14.7%
- Calendar-day CAGR
- Excess 1Y
- +3.4%
- Category median, same plan and option
- 3Y win rate
- +73%
- Windows beating the median
- 3Y percentile
- 88
- Vs comparable share classes
- Worst rolling 3Y
- -4.2%
- 2637 daily-ending windows
- Median rolling 3Y
- +15.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +7.3%
- 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
- 14 days
- 176 recovered episodes
- Longest recovery
- 355 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
19 Feb 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-36.9%
17 Jan 2022 – 7 Jun 2023
Trough 17 Jun 2022 · recovered in 355 days
-19.7%
26 Sept 2024 – 18 Sept 2025
Trough 28 Feb 2025 · recovered in 202 days
-18.2%
3 Mar 2015 – 11 Jul 2016
Trough 29 Feb 2016 · recovered in 133 days
-16.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
88
Vs category
72
Consistency
67
Risk-adjusted
57
Drawdown
8
Mean
58
Portfolio
31 Aug 2026 · 56 holdings · top 10 are 39.8%.
- Top 5
- 23.5%
- Top 10
- 39.8%
- Largest holding
- 8.5%
- Effective holdings
- 35.4
ICICI Bank Ltd
Financial
8.5%
HDFC Bank Ltd
Financial
4.0%
Zomato Ltd
Technology
3.7%
ICICI Prudential Asset Management Company Ltd.
Financial
3.7%
Infosys Ltd
Technology
3.6%
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
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 73% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
WhiteOak Capital Large Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- -1.6%
- 3Y
- +12.0%
- Vol
- 12.6%
- Max DD
- -15.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Axis Large Cap Fund
Axis Mutual Fund
- 1Y
- -4.0%
- 3Y
- +7.9%
- Vol
- 14.7%
- Max DD
- -30.1%
- Sharpe
- 0.58
- 3Y win
- +44%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Canara Robeco Large Cap Fund
Canara Robeco Mutual Fund
- 1Y
- -3.2%
- 3Y
- +9.8%
- Vol
- 15.2%
- Max DD
- -32.6%
- Sharpe
- 0.60
- 3Y win
- +60%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
JM Large Cap Fund
JM Financial Mutual Fund
- 1Y
- +0.6%
- 3Y
- +10.3%
- Vol
- 13.5%
- Max DD
- -19.8%
- Sharpe
- 0.55
- 3Y win
- +42%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Groww Large Cap Fund
Groww Mutual Fund
- 1Y
- -2.7%
- 3Y
- +9.4%
- Vol
- 16.1%
- Max DD
- -36.6%
- Sharpe
- 0.47
- 3Y win
- +34%
- Shallower drawdown
Caveat: Higher volatility · Lower trailing returns