ReviewRegular · GrowthPrefer peers first
Invesco India Nifty 50 Exchange Traded Fund
Invesco Mutual FundExchange Traded Funds (ETFs) - Equity ETF15.4 years
- NAV
- 260.7382
- 28 Oct 2026
- 1Y
- -91.2%
- Trailing CAGR
- AUM
- ₹93.57 Cr
- 31 Aug 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 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%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer UTI Nifty 50 ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
15.4 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Watch
0.12% TER on Regular - Direct is usually cheaper for the same scheme.
Drawdown vs peers
Watch
Peak-to-trough -91.3%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Plan class
Watch
Regular plan - switch the buy to Direct Growth of the same scheme when you can.
Portfolio concentration
Pass
Top 10 holdings ≈ 52.6% 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 91%. 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
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
Regular plan drag
Regular TER compounds against you on long SIPs. Prefer the Direct Growth class of the same scheme when you buy.
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-91.2%
- 3Y-50.2%
- 5Y-33.3%
- 10Y-11.5%
- SI-4.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-97.8%
- 3Y-88.3%
- 5Y-74.1%
- 10Y-41.3%
- Since inception
- -4.6%
- 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
- SIP 3Y XIRR
- -88.3%
- Simulated monthly SIP
- Worst rolling 3Y
- -50.9%
- 3032 daily-ending windows
- Median rolling 3Y
- +13.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +98%
- 2544 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -91.3%
- Worst peak-to-trough
- Current
- -91.3%
- Below last peak
- Current spell
- 298 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 154 recovered episodes
- Longest recovery
- 276 days
- Trough to prior peak
2 Jan 2026 – open
Trough 23 Oct 2026 · not recovered
-91.3%
14 Jan 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-38.3%
3 Mar 2015 – 6 Sept 2016
Trough 25 Feb 2016 · recovered in 194 days
-21.8%
7 Jul 2011 – 21 Sept 2012
Trough 20 Dec 2011 · recovered in 276 days
-20.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
n/a
Consistency
n/a
Risk-adjusted
n/a
Drawdown
0
Mean
n/a
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.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Portfolio
31 Aug 2026 · 52 holdings · top 10 are 52.6%.
- Top 5
- 36.7%
- Top 10
- 52.6%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
99.6%
Cash
0.4%
Sectors
Financial
36.2%
Technology
15.7%
Energy & Utilities
11.4%
Consumer Discretionary
9.8%
Materials
8.8%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
UTI Nifty 50 ETF
UTI Mutual Fund
- 1Y
- -11.5%
- 3Y
- +7.3%
- Vol
- n/a
- Max DD
- -90.7%
- Sharpe
- n/a
- 3Y win
- +14%
- Shallower drawdown
- Lower TER
- Higher trailing returns
UTI Nifty Midcap 150 Exchange Traded Fund
UTI Mutual Fund
- 1Y
- -4.4%
- 3Y
- +13.6%
- Vol
- 17.2%
- Max DD
- -21.0%
- Sharpe
- 0.42
- 3Y win
- 0%
- Shallower drawdown
- Lower TER
- Higher trailing returns
Aditya Birla Sun Life Nifty 200 Quality 30 ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- -10.2%
- 3Y
- +6.7%
- Vol
- 12.7%
- Max DD
- -22.5%
- Sharpe
- 0.16
- 3Y win
- +7%
- Shallower drawdown
- Higher trailing returns
Aditya Birla Sun Life Nifty Healthcare ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +7.4%
- 3Y
- +20.4%
- Vol
- 15.0%
- Max DD
- -18.3%
- Sharpe
- 0.55
- 3Y win
- +100%
- Shallower drawdown
- Higher trailing returns
Aditya Birla Sun Life Silver ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +30.7%
- 3Y
- +38.0%
- Vol
- 32.1%
- Max DD
- -49.1%
- Sharpe
- 0.73
- 3Y win
- +81%
- Shallower drawdown
- Higher trailing returns