Invesco India Equity Savings Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
Invesco India Equity Savings Fund - Regular Plan - IDCW (Payout / Reinvestment) 05/Dec/2023 14.127
0.0290
0.2057%
Invesco India Equity Savings Fund - Regular Plan - Growth 05/Dec/2023 14.1277
0.0289
0.2050%
Invesco India Equity Savings Fund - Direct Plan - IDCW (Payout / Reinvestment) 05/Dec/2023 15.2685
0.0319
0.2094%
Invesco India Equity Savings Fund - Direct Plan - Growth 05/Dec/2023 15.3225
0.0321
0.2099%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Invesco India Equity Savings Fund Analysis

Bmsmoney Equity Savings Fund Category Rank: 15

Invesco India Equity Savings Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
3.56
3.13
Yes
No
No
9/18 1.49 / 4.10
1M Rolling Return %
0.84
0.76
Yes
No
No
7/18 0.48 / 1.26
3M Return %
3.63
3.43
Yes
No
No
10/18 1.97 / 5.28
3M Rolling Return %
2.15
2.21
No
No
No
9/18 1.53 / 3.35
6M Return %
8.47
7.59
Yes
No
No
8/18 4.30 / 10.63
6M Rolling Return %
5.15
5.30
No
No
No
12/18 3.41 / 6.50
1Y Return %
12.00
10.47
Yes
Yes
No
5/18 7.11 / 15.04
1Y Rolling Return %
3.65
6.03
No
No
Yes
16/17 3.50 / 8.56
3Y Return %
7.71
9.40
No
No
Yes
14/17 7.35 / 12.41
Standard Deviation
4.88
4.97
Yes
No
No
9/17 3.34 / 6.54
Semi Deviation
3.51
3.29
No
No
No
11/17 2.04 / 4.41
Max Drawdown
-6.23
-3.57
No
No
Yes
15/17 -7.05 / -1.16
VaR 1 Y
-6.10
-4.21
No
No
Yes
16/17 -6.77 / -1.73
Average Drawdown
-2.48
-1.48
No
No
Yes
15/17 -3.88 / -0.47
Sharpe Ratio
0.12
0.64
No
No
Yes
16/17 0.00 / 1.13
Sterling Ratio
0.47
0.79
No
No
Yes
17/17 0.47 / 1.09
Sortino Ratio
0.06
0.36
No
No
Yes
16/17 0.01 / 0.69
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 5, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

Invesco India Equity Savings Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Invesco India Equity Savings Fund

Top Performing Funds in Equity Savings Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Edelweiss Equity Savings Fund

3 The Edelweiss Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Equity Savings Fund performance snapshot section. 10.41% 9.60% -2.94% -4.00% 0.66 0.35 0.37

Kotak Equity Savings Fund

1 The Kotak Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has 17<sup>th</sup> KPIs that are in top quartile. The fund has 89% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Kotak Equity Savings Fund performance snapshot section. 13.25% 11.10% -1.66% -2.52% 1.06 0.60 0.40

Nippon India Equity Savings Fund

4 The Nippon India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Nippon India Equity Savings Fund performance snapshot section. 10.51% 9.19% -2.67% -3.97% 0.69 0.39 0.40

Uti Equity Savings Fund

2 The Uti Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has 19<sup>th</sup> KPIs that are in top quartile. The fund has 83% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Uti Equity Savings Fund performance snapshot section. 12.58% 11.89% -2.43% -3.80% 1.13 0.69 0.41

Invesco India Equity Savings Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
3.70
3.16
Yes
No
No
7/17 1.55 / 4.20
1M Rolling Return %
0.97
0.83
Yes
No
No
6/17 0.55 / 1.30
3M Return %
4.02
3.64
Yes
Yes
No
5/17 2.19 / 5.56
3M Rolling Return %
2.53
2.44
Yes
No
No
8/17 1.73 / 3.48
6M Return %
9.31
7.92
Yes
Yes
No
3/17 4.71 / 10.92
6M Rolling Return %
6.03
5.76
Yes
No
No
9/17 3.82 / 6.93
1Y Return %
13.75
11.42
Yes
Yes
No
3/17 7.96 / 15.64
1Y Rolling Return %
5.42
7.14
No
No
Yes
15/17 4.67 / 9.64
3Y Return %
9.50
10.52
No
No
No
12/17 8.08 / 13.40
Standard Deviation
4.88
4.97
Yes
No
No
9/17 3.34 / 6.54
Semi Deviation
3.51
3.29
No
No
No
11/17 2.04 / 4.41
Max Drawdown
-6.23
-3.57
No
No
Yes
15/17 -7.05 / -1.16
VaR 1 Y
-6.10
-4.21
No
No
Yes
16/17 -6.77 / -1.73
Average Drawdown
-2.48
-1.48
No
No
Yes
15/17 -3.88 / -0.47
Sharpe Ratio
0.12
0.64
No
No
Yes
16/17 0.00 / 1.13
Sterling Ratio
0.47
0.79
No
No
Yes
17/17 0.47 / 1.09
Sortino Ratio
0.06
0.36
No
No
Yes
16/17 0.01 / 0.69
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 5, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

Invesco India Equity Savings Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 3.56% 3.70%
1M Rolling Return % 0.84% 0.97%
3M Return % 3.63% 4.02%
3M Rolling Return % 2.15% 2.53%
6M Return % 8.47% 9.31%
6M Rolling Return % 5.15% 6.03%
1Y Return % 12.00% 13.75%
1Y Rolling Return % 3.65% 5.42%
3Y Return % 7.71% 9.50%
Standard Deviation 4.88% 4.88%
Semi Deviation 3.51% 3.51%
Max Drawdown -6.23% -6.23%
VaR 1 Y -6.10% -6.10%
Average Drawdown -2.48% -2.48%
Sharpe Ratio 0.12% 0.12%
Sterling Ratio 0.47% 0.47%
Sortino Ratio 0.06% 0.06%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Equity Savings Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Union Equity Savings Fund

0.27
1
1.92
4
3.33
10
3.62
11
7.20
12
9.41
13
7.49
15
7.99
10

Tata Equity Savings Fund

0.27
2
1.89
6
3.26
11
3.64
9
6.90
13
9.37
14
8.78
11
8.29
8

Axis Equity Saver Fund

0.26
3
2.27
2
3.78
5
4.29
2
8.53
6
10.23
12
9.05
10
8.95
6

Hdfc Equity Savings Fund

0.26
4
1.85
9
3.74
7
3.77
6
8.47
7
10.69
7
12.41
1
9.95
3

Dsp Equity Savings Fund

0.24
5
1.88
7
3.77
6
3.75
7
7.41
11
10.31
10
10.13
6
8.83
7

Sundaram Equity Savings Fund

0.23
6
1.76
10
3.98
3
3.81
5
10.13
2
12.25
4

Uti Equity Savings Fund

0.23
7
1.87
8
3.58
8
4.07
4
8.78
4
12.58
3
11.89
2
9.78
4

Kotak Equity Savings Fund

0.21
8
2.15
3
4.10
1
5.28
1
9.15
3
13.25
2
11.10
5
10.07
2

Invesco India Equity Savings Fund

0.20
9
1.66
11
3.56
9
3.63
10
8.47
8
12.00
5
7.71
14

Nippon India Equity Savings Fund

0.19
10
1.25
13
2.46
14
2.80
14
5.36
16
10.51
8
9.19
8
2.61
14

Mirae Asset Equity Savings Fund

0.18
11
2.49
1
4.07
2
3.45
12
8.54
5
11.09
6
11.28
3

Edelweiss Equity Savings Fund

0.17
12
1.39
12
2.86
13
3.71
8
7.81
9
10.41
9
9.60
7
9.41
5

Franklin India Equity Savings Fund

0.14
13
0.93
17
1.87
15
2.42
15
6.18
14
7.31
17
9.05
9
7.86
11

Baroda Bnp Paribas Equity Savings Fund

0.13
14
1.91
5
3.91
4
4.16
3
7.50
10
10.28
11
7.35
17

Pgim India Equity Savings Fund

0.13
15
1.01
16
1.75
17
2.13
16
4.30
18
7.11
18
8.29
12
7.59
12

Idfc Equity Savings Fund

0.13
16
1.05
15
1.80
16
2.03
17
5.20
17
8.03
16
7.38
16
7.32
13

Aditya Birla Sun Life Equity Savings Fund

0.10
17
0.90
18
1.49
18
1.97
18
5.99
15
8.64
15
7.95
13
8.18
9

Sbi Equity Savings Fund

-0.03
18
1.07
14
3.08
12
3.24
13
10.63
1
15.04
1
11.17
4
10.51
1

Idbi Equity Savings Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Tata Equity Savings Fund

0.27
1
1.90
6
3.33
9
3.83
9
7.28
12
10.23
12
9.88
11
9.42
8

Hdfc Equity Savings Fund

0.26
2
1.86
9
3.82
6
4.01
6
8.96
7
11.71
7
13.40
1
10.87
3

Dsp Equity Savings Fund

0.24
3
1.89
7
3.84
5
3.96
8
7.84
10
11.27
11
11.33
6
10.21
7

Uti Equity Savings Fund

0.23
4
1.88
8
3.66
8
4.28
4
9.22
4
13.51
4
12.82
2
10.73
4

Kotak Equity Savings Fund

0.22
5
2.17
3
4.20
1
5.56
1
9.74
2
14.45
2
12.24
4
11.13
2

Invesco India Equity Savings Fund

0.21
6
1.69
10
3.70
7
4.02
5
9.31
3
13.75
3
9.50
12

Union Equity Savings Fund

0.20
7
1.93
5
3.30
10
3.72
10
7.42
11
9.89
13
8.08
17
8.59
12

Axis Equity Saver Fund

0.19
8
2.24
2
3.85
4
4.57
2
9.19
5
11.62
8
10.49
8
10.35
6

Nippon India Equity Savings Fund

0.19
9
1.27
12
2.54
13
3.02
13
5.81
15
11.51
9
10.12
10
3.47
14

Mirae Asset Equity Savings Fund

0.18
10
2.52
1
4.17
2
3.70
11
9.07
6
12.18
5
12.40
3

Edelweiss Equity Savings Fund

0.17
11
1.41
11
2.95
12
3.97
7
8.39
8
11.75
6
11.00
7
10.69
5

Aditya Birla Sun Life Equity Savings Fund

0.14
12
0.91
17
1.55
17
2.19
17
6.38
14
9.66
14
9.06
14
9.22
10

Franklin India Equity Savings Fund

0.14
13
0.94
16
1.93
14
2.60
14
6.66
13
8.54
16
10.41
9
9.41
9

Idfc Equity Savings Fund

0.14
14
1.06
14
1.89
15
2.28
16
5.72
16
9.12
15
8.50
16
8.41
13

Baroda Bnp Paribas Equity Savings Fund

0.13
15
1.93
4
4.01
3
4.42
3
8.05
9
11.41
10
8.51
15

Pgim India Equity Savings Fund

0.13
16
1.03
15
1.82
16
2.33
15
4.71
17
7.96
17
9.35
13
8.68
11

Sbi Equity Savings Fund

-0.02
17
1.08
13
3.13
11
3.38
12
10.92
1
15.64
1
11.80
5
11.19
1

Idbi Equity Savings Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

0.60
16
1.89
14
5.67
6
3.50
17
8.66
9

Axis Equity Saver Fund

0.78
8
1.89
13
5.47
8
5.42
12
8.67
8

Franklin India Equity Savings Fund

0.72
10
1.99
12
4.77
15
6.26
7
8.45
10

Mirae Asset Equity Savings Fund

0.75
9
2.40
8
5.83
5
7.07
4
11.93
1

Dsp Equity Savings Fund

0.66
11
1.82
16
4.97
13
6.71
5
8.75
7

Edelweiss Equity Savings Fund

0.90
4
2.46
6
5.33
9
6.21
8
9.71
5

Hdfc Equity Savings Fund

0.90
3
2.51
4
5.64
7
8.17
2
10.41
2

Idfc Equity Savings Fund

0.51
17
1.66
17
4.23
17
5.37
13
7.78
15

Invesco India Equity Savings Fund

0.84
7
2.15
9
5.15
12
3.65
16

Kotak Equity Savings Fund

0.88
6
2.59
3
6.23
2
8.56
1
9.56
6

Nippon India Equity Savings Fund

0.61
15
2.41
7
5.21
10
6.63
6
-0.15
16

Pgim India Equity Savings Fund

0.48
18
1.53
18
3.41
18
5.96
9
7.85
14

Sbi Equity Saving Fund

1.26
1
3.35
1
6.14
3
5.93
11
10.24
3

Tata Equity Savings Fund

0.65
13
2.01
11
4.63
16
5.95
10
8.13
12

Union Equity Savings Fund

0.63
14
1.87
15
4.82
14
4.17
15
7.88
13

Uti Equity Savings Fund

0.92
2
2.77
2
6.50
1
8.10
3
9.72
4

Baroda Bnp Paribas Equity Savings Fund

0.65
12
2.05
10
5.19
11
4.81
14

Sundaram Equity Savings Fund

0.89
5
2.47
5
6.11
4

Idbi Equity Savings Fund

8.32
11
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

0.68
15
2.07
13
6.08
7
4.67
17
9.77
10

Axis Equity Saver Fund

0.91
7
2.22
11
6.13
5
6.90
10
10.16
8

Franklin India Equity Savings Fund

0.79
9
2.21
12
5.53
12
7.62
6
10.03
9

Mirae Asset Equity Savings Fund

0.82
8
2.66
6
6.35
4
8.14
4
13.13
1

Dsp Equity Savings Fund

0.73
10
2.01
15
5.40
13
7.72
5
10.28
7

Edelweiss Equity Savings Fund

0.99
2
2.80
4
6.05
8
7.61
7
11.00
3

Hdfc Equity Savings Fund

0.98
4
2.75
5
6.13
6
9.14
2
11.29
2

Idfc Equity Savings Fund

0.60
16
1.91
16
4.76
16
6.50
13
8.92
14

Invesco India Equity Savings Fund

0.97
6
2.53
8
6.03
9
5.42
15

Kotak Equity Savings Fund

0.97
5
2.85
3
6.78
2
9.64
1
10.60
6

Nippon India Equity Savings Fund

0.68
13
2.61
7
5.69
11
7.55
8
0.68
16

Pgim India Equity Savings Fund

0.55
17
1.73
17
3.82
17
6.86
11
9.07
13

Sbi Equity Saving Fund

1.30
1
3.48
1
6.42
3
6.56
12
10.93
4

Tata Equity Savings Fund

0.71
12
2.23
10
5.02
15
7.21
9
9.34
12

Union Equity Savings Fund

0.68
14
2.02
14
5.07
14
4.86
16
8.48
15

Uti Equity Savings Fund

0.98
3
2.98
2
6.93
1
8.99
3
10.65
5

Baroda Bnp Paribas Equity Savings Fund

0.73
11
2.33
9
5.73
10
6.00
14

Idbi Equity Savings Fund

9.40
11
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

-6.77
17
-7.05
17
-3.88
17
6.15
15
3.97
16

Baroda Bnp Paribas Equity Savings Fund

-4.02
9
-3.73
10
-1.18
8
4.03
4
2.72
4

Dsp Equity Savings Fund

-4.64
12
-2.67
7
-0.99
5
4.65
8
3.33
8

Edelweiss Equity Savings Fund

-4.00
8
-2.94
8
-1.19
9
4.45
6
3.02
6

Franklin India Equity Savings Fund

-4.43
11
-4.01
13
-1.36
11
5.53
12
3.66
12

Hdfc Equity Savings Fund

-4.67
13
-2.96
9
-1.24
10
6.37
16
3.97
15

Idbi Equity Savings Fund

Idfc Equity Savings Fund

-1.93
2
-2.09
3
-0.83
4
3.34
1
2.13
2

Invesco India Equity Savings Fund

-6.10
16
-6.23
15
-2.48
15
4.88
9
3.51
11

Kotak Equity Savings Fund

-2.52
3
-1.66
2
-0.66
2
3.92
3
2.71
3

Mirae Asset Equity Savings Fund

-5.23
14
-3.89
11
-1.65
13
5.77
14
3.79
14

Nippon India Equity Savings Fund

-3.97
7
-2.67
6
-0.81
3
5.30
10
3.43
9

Sbi Equity Savings Fund

-4.14
10
-4.29
14
-1.83
14
5.67
13
3.70
13

Sundaram Equity Savings Fund

Tata Equity Savings Fund

-3.67
4
-2.63
5
-1.04
6
4.45
5
3.04
7

Union Equity Savings Fund

-3.97
6
-3.91
12
-1.53
12
4.51
7
2.99
5

Uti Equity Savings Fund

-3.80
5
-2.43
4
-1.18
7
5.32
11
3.50
10

Pgim India Equity Savings Fund

-1.73
1
-1.16
1
-0.47
1
3.54
2
2.04
1

Axis Equity Saver Fund

-5.94
15
-6.41
16
-2.85
16
6.54
17
4.41
17
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

0.45
13
0.24
13
0.58
15
0.43
-1.05
2 0.97 2
0.81
3
0.03
2
8.36
2
-3.40
3

Baroda Bnp Paribas Equity Savings Fund

0.00
17
0.01
17
0.51
16
0.43

Dsp Equity Savings Fund

0.77
6
0.38
9
0.85
7
0.40

Edelweiss Equity Savings Fund

0.66
9
0.35
10
0.79
10
0.37

Franklin India Equity Savings Fund

0.75
7
0.40
6
0.81
9
0.45

Hdfc Equity Savings Fund

1.04
3
0.67
2
1.09
1
0.40

Idbi Equity Savings Fund

Idfc Equity Savings Fund

0.39
14
0.21
14
0.69
12
0.42

Invesco India Equity Savings Fund

0.12
16
0.06
16
0.47
17
0.37

Kotak Equity Savings Fund

1.06
2
0.60
4
0.98
3
0.40

Mirae Asset Equity Savings Fund

0.85
5
0.49
5
0.88
5
0.38

Nippon India Equity Savings Fund

0.69
8
0.39
8
0.86
6
0.40

Sbi Equity Savings Fund

1.03
4
0.61
3
0.93
4
0.44

Sundaram Equity Savings Fund

Tata Equity Savings Fund

0.56
11
0.29
11
0.77
11
0.38

Union Equity Savings Fund

0.28
15
0.14
15
0.60
14
0.39
-2.10
3 1.09 1
0.91
1
0.01
3
7.62
3
-1.19
2

Uti Equity Savings Fund

1.13
1
0.69
1
1.08
2
0.41
2.58
1 0.95 3
0.89
2
0.06
1
12.91
1
1.20
1

Pgim India Equity Savings Fund

0.63
10
0.39
7
0.84
8
0.42

Axis Equity Saver Fund

0.53
12
0.28
12
0.65
13
0.39

Invesco India Equity Savings Fund Additional Return Analysis

Invesco India Equity Savings Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1002.05 1016.59 1035.60 1036.26 1084.72 1119.97 1249.55
Direct Plan Value of 1000 Rupee 1002.10 1016.89 1037.01 1040.25 1093.13 1137.49 1313.00
Fund Information
Fund Launch Date: 14/Feb/2019
Fund Category: Equity Savings Fund
Investment Objective: To generate capital appreciation and income by investing in equity & equity related instruments, arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments)
Fund Description: An open ended scheme investing in equity, arbitrage and debt
Fund Benchmark: Nifty Equity Savings Index
Source: Fund FactSheet


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