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OmniAsset › Mutual funds › Invesco India Aggressive Hybrid Fund

Invesco India Aggressive Hybrid Fund

Aggressive Hybrid fund benchmarked to CRISIL Hybrid 35 + 65 - Aggressive Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202624.1907
CategoryAggressive Hybrid
PlanDirect · Idcw
Launched11 Jun 2018
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35 + 65 - Aggressive Index
Expense ratiodirect plan, a year0.87%
AUM₹0.64 Cr
Growth of ₹10,000₹16,1532 Sep 2021 to 2 Sep 2026
₹17,147₹15,116₹13,086₹11,056₹9,026Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,153 (+10.1% a year) Invesco India Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-3.12%
3Y annualised11.56%
5Y annualised10.07%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,19,086-1.40%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,83,2354.10%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,61,7959.48%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202122.69%
Calendar 20220.69%
Calendar 202325.71%
Calendar 202428.07%
Calendar 20251.33%

Rolling returns

Rolling 1Y · average370 windows since 9 Jul 201913.76%
Rolling 1Y · median11.34%
Rolling 1Y · worst window-17.46%
Rolling 1Y · best window53.32%
Rolling 1Y · windows positive82%
Rolling 3Y · average267 windows since 9 Jul 202115.36%
Rolling 3Y · median15.79%
Rolling 3Y · worst window8.26%
Rolling 3Y · best window22.79%
Rolling 3Y · windows positive100%
Rolling 5Y · average164 windows since 5 Jul 202315.23%
Rolling 5Y · median15.20%
Rolling 5Y · worst window10.09%
Rolling 5Y · best window22.66%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)10.94%
Downside deviation (3Y)7.86%
Maximum drawdown-14.56%

Management

Fund managerMr. Amey Sathe, Mr. Hiten Jain, Mr. Krishna Cheemalapati
Managing since4 Nov 2025

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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