Invesco India Psu Equity Fund

Review Date: 12-12-2025

Beginning of Analysis

The 5 star rating shows an excellent past performance of the Invesco India Psu Equity Fund in PSU Fund. The Invesco India Psu Equity Fund has a Jensen Alpha of -1.06% which is lower than the category average of -1.4%, showing poor performance. The Invesco India Psu Equity Fund has a Sharpe Ratio of 0.94 which is lower than the category average of 0.96, showing poor performance.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
PSU Mutual Funds

Invesco India Psu Equity Fund Return Analysis

The Invesco India Psu Equity Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its PSU Fund peers and the Nifty PSE TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the PSU Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of -3.83%, 2.28 and 1.12 in last one, three and six months respectively. In the same period the category average return was -3.28%, 3.38% and 1.04% respectively.
• Invesco India Psu Equity Fund has given a return of 1.0% in last one year. In the same period the Nifty PSE TRI return was -4.56%. The fund has given 5.56% more return than the benchmark return.
• The fund has given a return of 28.19% in last three years and rank 1st out of four funds in the category. In the same period the Nifty PSE TRI return was 31.24%. The fund has given 3.05% less return than the benchmark return.
• Invesco India Psu Equity Fund has given a return of 28.15% in last five years and category average returns is 29.03% in same period. The fund ranked 3.0rd out of three funds in the category. In the same period the Nifty PSE TRI return was 30.74%. The fund has given 2.59% less return than the benchmark return.
• The fund has given a return of 18.81% in last ten years and ranked 1.0st out of two funds in the category. In the same period the Nifty PSE TRI return was 16.24%. The fund has given 2.57% more return than the benchmark return.
• The fund has given a SIP return of 13.96% in last one year whereas category average SIP return is 10.93%. The fund one year return rank in the category is 2nd in 5 funds
• The fund has SIP return of 22.55% in last three years and ranks 2nd in 4 funds. Sbi Psu Fund has given the highest SIP return (23.21%) in the category in last three years.
• The fund has SIP return of 26.34% in last five years whereas category average SIP return is 26.41%.

Invesco India Psu Equity Fund Risk Analysis

• The fund has a standard deviation of 22.24 and semi deviation of 15.51. The category average standard deviation is 20.96 and semi deviation is 13.98.
• The fund has a Value at Risk (VaR) of -17.72 and a maximum drawdown of -29.94. The category average VaR is -19.32 and the maximum drawdown is -26.27. The fund has a beta of 0.88 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in PSU Fund Category

Good Performance in PSU Fund Category

Poor Performance in PSU Fund Category

Very Poor Performance in PSU Fund Category

---

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization