MonitorDirect · Growth
Invesco India PSU Equity Fund
- NAV
- 74.36
- 15 Sept 2026
- 1Y
- -1.1%
- Trailing CAGR
- AUM
- ₹1,447.78 Cr
- 31 Aug 2026
- Volatility
- High
- 19.6% 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+18.1%
- 5Y+19.9%
- 10Y+16.2%
- SI+15.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-9.3%
- 3Y+4.8%
- 5Y+17.5%
- 10Y+18.6%
- Since inception
- +15.4%
- Calendar-day CAGR
- Excess 1Y
- -6.1%
- Category median, same plan and option
- 3Y win rate
- +47%
- Windows beating the median
- 3Y percentile
- 65
- Vs comparable share classes
- Worst rolling 3Y
- -7.5%
- 2637 daily-ending windows
- Median rolling 3Y
- +18.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +4.8%
- 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
- 19 days
- 114 recovered episodes
- Longest recovery
- 485 days
- Trough to prior peak
- Current spell
- 792 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
20 Feb 2020 – 7 Jan 2021
Trough 24 Mar 2020 · recovered in 289 days
-33.4%
21 Jan 2013 – 13 May 2014
Trough 28 Aug 2013 · recovered in 258 days
-32.0%
15 Jul 2024 – open
Trough 28 Feb 2025 · not recovered
-29.8%
6 Nov 2017 – 6 Feb 2020
Trough 9 Oct 2018 · recovered in 485 days
-27.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
65
Vs category
12
Consistency
52
Risk-adjusted
54
Drawdown
16
Mean
40
Portfolio
31 Aug 2026 · 32 holdings · top 10 are 55.5%.
- Top 5
- 34.9%
- Top 10
- 55.5%
- Largest holding
- 8.7%
- Effective holdings
- 22.7
Hindustan Aeronautics Ltd
Industrials
8.7%
State Bank of India
Financial
7.7%
Dredging Corporation Of India Ltd
Industrials
6.6%
Indian Bank
Financial
6.2%
Bharat Electronics Ltd
Industrials
5.7%
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
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 56% of rolling 1-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.
HSBC India Export Opportunities Fund
HSBC Mutual Fund
- 1Y
- +18.3%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -20.5%
- Sharpe
- 0.29
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India US Equity Opportunities Fund
Nippon India Mutual Fund
- 1Y
- +16.5%
- 3Y
- +19.5%
- Vol
- 18.9%
- Max DD
- -30.8%
- Sharpe
- 0.62
- 3Y win
- +54%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
360 ONE QUANT FUND
360 ONE Mutual Fund
- 1Y
- -5.1%
- 3Y
- +14.0%
- Vol
- 16.6%
- Max DD
- -22.4%
- Sharpe
- 0.65
- 3Y win
- +94%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Canara Robeco Manufacturing Fund
Canara Robeco Mutual Fund
- 1Y
- +7.0%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -24.2%
- Sharpe
- 0.64
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
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
- Higher win rate vs category
Caveat: Lower trailing returns