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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 202624.2961
CategoryAggressive Hybrid
PlanDirect · Growth
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₹27.8 Cr
Growth of ₹10,000₹16,1922 Sep 2021 to 2 Sep 2026
₹17,181₹15,143₹13,105₹11,067₹9,030Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,192 (+10.1% a year) Invesco India Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-3.11%
3Y annualised11.61%
5Y annualised10.12%

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 ₹1,19,091-1.40%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,83,4324.14%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,62,7119.53%

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

Calendar years

Calendar 202122.76%
Calendar 20220.74%
Calendar 202325.78%
Calendar 202428.17%
Calendar 20251.36%

Rolling returns

Rolling 1Y · average370 windows since 9 Jul 201913.82%
Rolling 1Y · median11.40%
Rolling 1Y · worst window-17.42%
Rolling 1Y · best window53.40%
Rolling 1Y · windows positive82%
Rolling 3Y · average267 windows since 9 Jul 202115.43%
Rolling 3Y · median15.85%
Rolling 3Y · worst window8.32%
Rolling 3Y · best window22.86%
Rolling 3Y · windows positive100%
Rolling 5Y · average164 windows since 5 Jul 202315.30%
Rolling 5Y · median15.27%
Rolling 5Y · worst window10.15%
Rolling 5Y · best window22.74%
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)7.84%
Maximum drawdown-14.52%

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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