FundLens
23
PSUAvoid

Invesco India PSU Equity

Invesco · Direct–Growth · rank #4 of 5 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
0.4%
-0.2% vs index
3 Years
23.1%
+10.9% vs index
5 Years
22.4%
+10.5% vs index
Since launch
16.0%

Year-by-year performance

last entry = YTD
2021
+32.9%
2022
+22.2%
2023
+56.6%
2024
+27.3%
2025
+11.7%
2026
-1.9%

Why this score

Invesco India PSU Equity scores 23/100 — #4 of 5 PSU fund (Avoid). The main drag is its 3y return (better than only 13% of peers).

Each bar shows the fund's percentile vs PSU peers — a longer bar beats more of the category.

3Y return23.09% · 13th percentile in category
5Y return22.43% · 17th percentile in category
Volatility24.26 · 10th percentile in category
Sharpe ratio0.91 · 30th percentile in category
1Y return0.36% · 10th percentile in category
Sortino ratio0.99 · 30th percentile in category

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