31
PSUAvoid
Invesco India PSU Equity
Invesco · Direct–Growth · rank #4 of 5 by Smart Score
Data updated
Trailing returns
1 Year
-4.2%
+0.5% vs index
3 Years
17.3%
+8.0% vs index
5 Years
18.0%
+10.1% vs index
Since launch
15.3%
Year-by-year performance
2021
+32.9%+2.3% vs index
2022
+22.2%+18.4% vs index
2023
+56.6%+30.1% vs index
2024
+27.3%+11.6% vs index
2025
+11.7%+4.0% vs index
2026
-6.5%-0.5% vs index
Why this score
Invesco India PSU Equity scores 31/100 — #4 of 5 PSU fund (Avoid). The main drag is its 5y return (better than only 17% of peers).
Each bar shows the fund's percentile vs PSU peers — a longer bar beats more of the category.
5Y return18.00% · 17th percentile in category
Volatility23.78 · 10th percentile in category
3Y return17.33% · 38th percentile in category
1Y return-4.22% · 10th percentile in category
Fund size1360.72 Cr · 30th percentile in category
Sharpe ratio0.58 · 40th percentile in category
Top holdings
1.Hindustan Aeronautics Ltd8.96%
2.State Bank of India7.46%
3.Indian Bank5.93%
4.Dredging Corporation Of India Ltd5.82%
5.Bharat Electronics Ltd5.71%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.