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Invesco India Financial Services Fund - Direct Plan - Growth

Invesco · Scheme 120385

178.52 0.04%NAV · 2026-09-18
53
Average FundScore
Start SIP
AUM
₹1,845 cr
Expense ratio
0.94%
3Y CAGR
20.3%
Risk level
Very High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Amit GanatraExit load: Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Average · 53/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Strong long-term record — 15.6% CAGR over 5 years.
  • Compounding well recently — 20.3% CAGR over 3 years.
  • 3Y CAGR: +20.3%
  • 5Y CAGR: +15.6%
  • Positive 3Y windows: 98% of rolling 3Y windows positive

📉 What could drag it down

  • Can fall sharply — dropped 42% in its worst stretch. Stomach needed.
  • High volatility (20% a year) — expect big swings up and down.
  • 1Y return: +7.9%
  • Beat category: beat category in 43% of windows

FundScore breakdown

53/100 · Average
How it works →
65
Returns
Decent
60
Consistency
Decent
27
Risk-adjusted
Weak
29
Downside protection
Weak
75
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.