Invesco Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Invesco India PSU Equity Fund - Direct Plan - Growth
₹71.51NAV on 30 Oct 2026Expense ratio 1.26%
29 Oct 2025NAV low 70.54 · high 82.79-9.6%
In plain words
Over 3 years it returned +17.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -29.8%.
On 3-year return it ranks 38 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹2,37,681 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 | -3.8% | +1.9% |
| 3 months | -7.6% | -5.1% |
| 6 months | -11.3% | -3.2% |
| 1 year | -9.4% | -10.2% |
| 3 years (yearly) | +17.4% | +7.4% |
| 5 years (yearly) | +18.6% | +6.5% |
| 10 years (yearly) | +15.3% | +11.3% |
| Since start (yearly) | +15.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,09,125 | -14.5% |
| 3 years | ₹3,60,000 | ₹3,69,313 | +1.6% |
| 5 years | ₹5,90,000 | ₹8,65,952 | +15.2% |
| 10 years | ₹11,90,000 | ₹30,01,642 | +17.5% |
Other plan of this fund: Invesco India PSU Equity Fund - Regular Plan - Growth