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Invesco India Nifty G-sec Sep 2032 Index Fund - Regular Plan - IDCW Payout

Invesco · Index Funds
High
₹1263.95
Current NAV
26 Oct 2026
1.8%
1Y Return
7.0%
3Y CAGR
19.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.63).
  • Very large asset base (AUM: ₹23,680 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.63
Sharpe Ratio
0.83
Beta
4.63
Alpha
0.77
Sortino
Fund Details
Fund House Invesco
Category Index Funds
AUM ₹23680 Cr
Expense Ratio 1.63%
Min SIP ₹500
Min Lumpsum ₹1000
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