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Invesco India Consumption Fund - Direct Plan - Growth

Invesco · Scheme 153900

11.06 0.18%NAV · 2026-09-18
63
Decent FundScore
Start SIP
AUM
₹586 cr
Expense ratio
1.16%
3Y CAGR
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Amit GanatraExit load: Exit load of 0.50%, if redeemed within 3 months.
Decent · 63/100

A solid option with a few areas worth a closer look.

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

📈 Why it could do well

  • Protects capital well — worst-ever fall was only 16%.
  • Max drawdown: -16%
  • Direct plan: no distributor commission
  • AUM stability: ₹586 cr

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe 0.44) — took on risk without enough payoff.
  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • Sharpe ratio: 0.44
  • Sortino ratio: 0.65

FundScore breakdown

63/100 · Decent
How it works →
50
Returns
Average
50
Consistency
Average
29
Risk-adjusted
Weak
92
Downside protection
Excellent
68
Cost efficiency
Decent
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.