TickerKhojInvesco Mutual Fund · Equity · Sectoral / Thematic · Regular plan
Invesco India Financial Services Fund - Regular Plan - Growth
₹137.31NAV on 30 Oct 2026Expense ratio 2.18%
29 Oct 2025NAV low 127.13 · high 150.7-3.7%
In plain words
Over 3 years it returned +13.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.2%.
On 3-year return it ranks 51 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹2,01,077 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.8% | +1.9% |
| 3 months | -6.2% | -5.1% |
| 6 months | -2.3% | -3.2% |
| 1 year | -3.5% | -10.2% |
| 3 years (yearly) | +13.5% | +7.4% |
| 5 years (yearly) | +11.1% | +6.5% |
| 10 years (yearly) | +13.2% | +11.3% |
| Since start (yearly) | +15.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,099 | -6.6% |
| 3 years | ₹3,60,000 | ₹3,94,085 | +5.7% |
| 5 years | ₹5,90,000 | ₹7,93,369 | +11.7% |
| 10 years | ₹11,90,000 | ₹23,46,502 | +13.0% |
Other plan of this fund: Invesco India Financial Services Fund - Direct Plan - Growth