Invesco India Focused Fund
Focused Fund
Launch Date: 9 Sept 2020
Suitable for
Investment Period
3+ year investments
Low risk investors
Prefer steady, predictable returns over high growth.
Review
Delivers good overall results with strong recent performance and lower risk, though long-term data is limited.
Invesco India Focused Fund
Focused Fund
Fund Health
Returns 📈
Typically 22-25% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 3Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Invesco India Focused Fund New | 24% | 21% | 0% | Good |
360 One Focused Fund | 18% | 13% | 3% | Good |
Icici Prudential Focused Equity Fund | 17% | 20% | 14% | Good |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Focused Fund Category Average | 15% | 15% | 10% | — |
Return
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Track Record
Recent Performance
+50%
+30%
+10%
-10%
-20%
0%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Jun '22
Mar '23
Index
Fund
During big market falls, your fund falls more than the market.
Recovery time after falls
10 months
Fund
|
10 months
Index
Average time taken to recover after a major fall
Fastest recovery
1 mth|2 mth
Slowest recovery
24 mth|23 mth
Details
AUM
₹1190 Cr
Expense Ratio
0.59%
Exit Load
If upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment - Nil. For any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment - 1%. If units are redeemed or switched-out after 1 year from the date of allotment - Nil
Minimum Amount
N/A
Fund Manager
Mr. Taher Badshah, Mr. Hiten Jain
Fund House
Invesco Asset Management (India) Private Limited
Launch Date
9 Sept 2020
Age
5 years
Category
Focused Fund
Benchmark
Nifty 500 TRI
FAQs
Is Invesco India Focused Fund a good mutual fund?
Invesco India Focused Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 24%
•
Risk of earning less than FD returns has been Very Low
•
Performance consistency has been Good
Compared with other funds in the Focused Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 3+ years.
* This fund is 5 years old and data is limited for different market cycles.
Should I invest in Invesco India Focused Fund?
If you're looking for a Focused Fund fund, Invesco India Focused Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
* This fund is 5 years old and data is limited for different market cycles.
Is Invesco India Focused Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Invesco India Focused Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 0% of periods.
This suggests the fund carries less risk relative to its peers.
* This fund is 5 years old and data is limited for different market cycles.
Can I lose money in Invesco India Focused Fund?
Yes.
Like all equity mutual funds, Invesco India Focused Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 3+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
* This fund is 5 years old and data is limited for different market cycles.
What returns can I expect from Invesco India Focused Fund?
Historically, investors holding Invesco India Focused Fund for 3+ years experienced:
•
Typical returns around 24% p.a.
•
Best represented by recent returns of 21% p.a.
•
Worst historical outcome of 18% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
* This fund is 5 years old and data is limited for different market cycles.
How risky is Invesco India Focused Fund?
Invesco India Focused Fund has a Very Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 0%
•
Average fall during major market declines: 22%
•
Average recovery time: 10 months
* This fund is 5 years old and data is limited for different market cycles.
How does Invesco India Focused Fund perform during market crashes?
During major market declines, Invesco India Focused Fund has historically fallen around 22% compared with 14% for its benchmark.
This means the fund has protected investors worse than the benchmark during difficult periods.
* This fund is 5 years old and data is limited for different market cycles.
How long does Invesco India Focused Fund take to recover after a fall?
Historically, Invesco India Focused Fund has taken around 10 months to recover from major market declines.
The benchmark recovered in approximately 10 months.
Faster recovery times generally indicate stronger resilience during market corrections.
* This fund is 5 years old and data is limited for different market cycles.
Who should invest in Invesco India Focused Fund?
Invesco India Focused Fund may be suitable for investors who:
•
Have an investment horizon of at least 3+ years
•
Are comfortable with Low risk
•
Want exposure to Focused Fund funds
Who should avoid Invesco India Focused Fund?
This fund may not be suitable for investors who:
•
Need money within 3+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Invesco India Focused Fund suitable for SIP investing?
Invesco India Focused Fund can be suitable for SIP investors with a horizon of at least 3+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Invesco India Focused Fund earns less than a fixed deposit?
Historically, investors holding Invesco India Focused Fund for 3 years earned less than FD returns in approximately 0% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
* This fund is 5 years old and data is limited for different market cycles.
How consistent is Invesco India Focused Fund?
Invesco India Focused Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 49%
•
Bottom performer: 26%
* This fund is 5 years old and data is limited for different market cycles.
Is the extra return from Invesco India Focused Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Invesco India Focused Fund delivered Good risk-adjusted returns compared with similar funds.
* This fund is 5 years old and data is limited for different market cycles.
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