OtherThematic FundDirect · Growth
Invesco India ESG Integration Strategy Fund - Direct Plan - Growth
Invesco · Scheme 148751
₹18.83▼ 0.37%NAV · 2026-09-18
Average FundScore
AUM
₹396 cr
Expense ratio
1.29%
3Y CAGR
11.5%
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Taher BadshahExit load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Average · 48/100
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
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 2.6%
- ✓Volatility: 14% annualised
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.47) — took on risk without enough payoff.
- •3Y CAGR vs category: -4.7% vs category avg
- •5Y CAGR vs category: -5.5% vs category avg
FundScore breakdown
48/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Strong
Cost efficiency
Decent
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.