MonitorDirect · GrowthWatch before adding
Invesco India Technology Fund
Invesco Mutual FundEquity Schemes - Sectoral Fund2.1 years
The scheme seeks to generate capital appreciation by investing in equity and equity related instruments of companies in the technology and technology related sectors, companies focused on driving transformative innovations across technology, automation, robotics, artificial intelligence, cloud computing and other technology companies including those benefitting from the increased digital adoption.
- NAV
- 10.25
- 27 Oct 2026
- 1Y
- +1.6%
- Trailing CAGR
- AUM
- ₹316.96 Cr
- 30 Sept 2026
- Volatility
- High
- 18.4% annualized
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
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Risk-adjusted return (Sharpe) is negative over the available daily history.
Prefer peers if · Prefer DSP Healthcare Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
2.1 years - thin for judging consistency.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
1.01% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -28.1%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
Pass
Aditya Khemani · 2.2 years on the scheme.
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 ≈ 59.7% 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 28%. 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
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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+1.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+1.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+15.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +1.1%
- Calendar-day CAGR
- Excess 1Y
- +4.4%
- 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
- n/a
- Simulated monthly SIP
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -28.1%
- Worst peak-to-trough
- Current
- -6.1%
- Below last peak
- Current spell
- 680 days
- Days below latest peak
- Time below peak
- +97%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 3 recovered episodes
- Longest recovery
- 27 days
- Trough to prior peak
16 Dec 2024 – open
Trough 7 Apr 2025 · not recovered
-28.1%
15 Oct 2024 – 2 Dec 2024
Trough 5 Nov 2024 · recovered in 27 days
-6.2%
1 Oct 2024 – 11 Oct 2024
Trough 7 Oct 2024 · recovered in 4 days
-2.1%
26 Sept 2024 – 1 Oct 2024
Trough 30 Sept 2024 · recovered in 1 days
-0.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
26
Vs category
78
Consistency
5
Risk-adjusted
17
Drawdown
30
Mean
31
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
30 Sept 2026 · 29 holdings · top 10 are 59.7%.
- Top 5
- 37.6%
- Top 10
- 59.7%
- Largest holding
- 8.8%
- Effective holdings
- 20.6
Infosys Ltd
Technology
8.8%
Coforge Ltd
Technology
8.0%
Tech Mahindra Ltd
Technology
7.7%
Persistent Systems Ltd
Technology
7.0%
Zomato Ltd
Technology
6.0%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
DSP Healthcare Fund
DSP Mutual Fund
- 1Y
- +13.4%
- 3Y
- +21.3%
- Vol
- 14.4%
- Max DD
- -21.7%
- Sharpe
- 1.12
- 3Y win
- +60%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Nippon India Pharma Fund
Nippon India Mutual Fund
- 1Y
- +6.7%
- 3Y
- +17.7%
- Vol
- 15.5%
- Max DD
- -24.0%
- Sharpe
- 0.74
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
BANDHAN TRANSPORTATION AND LOGISTICS FUND
Bandhan Mutual Fund
- 1Y
- -2.1%
- 3Y
- +17.0%
- Vol
- 14.7%
- Max DD
- -25.0%
- Sharpe
- 0.86
- 3Y win
- +85%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
HSBC Infrastructure Fund
HSBC Mutual Fund
- 1Y
- +1.0%
- 3Y
- +14.9%
- Vol
- 17.8%
- Max DD
- -25.3%
- Sharpe
- 0.72
- 3Y win
- +15%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
WhiteOak Capital Pharma and Healthcare Fund
WhiteOak Capital Mutual Fund
- 1Y
- +17.1%
- 3Y
- n/a
- Vol
- 14.5%
- Max DD
- -15.4%
- Sharpe
- 1.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER