OmniAsset
Get app

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 202621.3648
CategoryAggressive Hybrid
PlanRegular · Growth
Launched11 Jun 2018
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35 + 65 - Aggressive Index
Expense ratiodirect plan, a year2.38%
AUM₹724 Cr
Growth of ₹10,000₹14,9462 Sep 2021 to 2 Sep 2026
₹16,288₹14,444₹12,601₹10,758₹8,915Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹14,946 (+8.4% a year) Invesco India Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-4.59%
3Y annualised9.85%
5Y annualised8.37%

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 ₹1,18,119-2.88%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,73,8382.46%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,29,3477.74%

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

Calendar years

Calendar 202120.76%
Calendar 2022-0.88%
Calendar 202323.78%
Calendar 202426.08%
Calendar 2025-0.22%

Rolling returns

Rolling 1Y · average370 windows since 9 Jul 201912.04%
Rolling 1Y · median9.62%
Rolling 1Y · worst window-18.52%
Rolling 1Y · best window50.99%
Rolling 1Y · windows positive77%
Rolling 3Y · average267 windows since 9 Jul 202113.60%
Rolling 3Y · median13.99%
Rolling 3Y · worst window6.67%
Rolling 3Y · best window20.89%
Rolling 3Y · windows positive100%
Rolling 5Y · average164 windows since 5 Jul 202313.47%
Rolling 5Y · median13.45%
Rolling 5Y · worst window8.45%
Rolling 5Y · best window20.77%
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)10.92%
Downside deviation (3Y)7.89%
Maximum drawdown-16.24%

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.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker