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Invesco India PSU Equity Fund - Regular Plan - IDCW (Payout / Reinvestment)

Invesco · Sectoral
Very High
₹40.05
Current NAV
25 Jun 2026
17.3%
1Y Return
24.3%
3Y CAGR
16.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.23).
  • Very large asset base (AUM: ₹11,280 Cr) indicating high investor trust and liquidity.
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.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
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: Very High Risk
Low Moderate High Very High
Risk Metrics
0.73
Sharpe Ratio
1.23
Beta
4.23
Alpha
0.97
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Fund Details
Fund House Invesco
Category Sectoral
AUM ₹11280 Cr
Expense Ratio 1.23%
Min SIP ₹500
Min Lumpsum ₹1000
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