MF Gyan
hybridLow risk8 years oldSteady vs its 3-year pace

Invesco India Equity Savings Fund - Direct Plan - Growth

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Invesco Mutual Fund. It's been running since 8 Mar 2019.

Latest price per unit
₹18.9938
▲ 0.05% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.01 L
▲ ₹647 gain · 0.6% / year
Invested 3 years ago
₹1.29 L
▲ ₹29.2k gain · 8.9% / year
Invested 5 years ago
₹1.46 L
▲ ₹45.5k gain · 7.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.93 L
Gain / loss+₹13.3k
XIRR (annualised)4.94%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.94 L
Projected gain*+₹14.4k
*at this fund's historical rate of 4.94% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 17 other funds in Hybrid Schemes - Equity Savings Fund

Same plan
1-year return
0.65%median 5.03% (-4.38%)
Rank #13 of 18Beats 29% of peers
3-year return
8.90%median 8.72% (+0.19%)
Rank #6 of 18Beats 69% of peers
5-year return
7.79%median 7.98% (-0.19%)
Rank #8 of 18Beats 46% of peers
Bumpiness (3Y)
5.35%median 5.65% (-0.30%)
Rank #8 of 18Less risky than 59% of peers
Worst-ever drop
-13.60%median -13.92% (+0.32%)
Rank #15 of 18Less risky than 18% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 6 of last 7 years were positive.

+10%
2020
+12%
2021
-0%
2022
+17%
2023
+18%
2024
+2%
2025
+0%
2026
Best year
2024 · 18.27%
Worst year
2022 · -0.36%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
5.4%

The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-13.60%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Invesco India Equity Savings Fund - Direct Plan - Growth against other hybrid funds.

Technical details (for the pros)
CAGR — 1 year0.65%
CAGR — 3 years8.90%
CAGR — 5 years7.79%
CAGR — since launch8.94%
Volatility — 1 year (annualised)5.07%
Volatility — 3 years (annualised)5.35%
Max drawdown — 1 year-6.77%
Max drawdown — 3 years-6.77%
Sharpe ratio — 1 year (rf=6%)-1.05
Sharpe ratio — 3 years (rf=6%)0.51

Fund info

Fund house
Invesco Mutual Fund
Category
Hybrid Schemes - Equity Savings Fund
Plan
Direct
Option
Growth
ISIN (Growth)
INF205KA1049
ISIN (Div re-invest)
—
Fund code
146457
First price on record
8 Mar 2019 · 1,846 daily prices

About Invesco India Equity Savings Fund - Direct Plan - Growth

Invesco India Equity Savings Fund - Direct Plan - Growth is a Hybrid Schemes - Equity Savings Fund offered by Invesco Mutual Fund under the Direct plan with the Growth option. It has approximately 8 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

The current NAV of Invesco India Equity Savings Fund - Direct Plan - Growth is ₹18.9938 (as of 4 Sep 2026). Historically, it has delivered 0.65% over the last year, 8.90% CAGR over 3 years, 7.79% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 5.4% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 13.6%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Invesco India Equity Savings Fund - Direct Plan - Growth?+

The latest NAV of Invesco India Equity Savings Fund - Direct Plan - Growth is ₹18.9938 as of 4 Sep 2026, up 0.05% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Invesco India Equity Savings Fund - Direct Plan - Growth?+

Invesco India Equity Savings Fund - Direct Plan - Growth has delivered 1-year return 0.65%, 3-year CAGR 8.90%, 5-year CAGR 7.79%, since-inception CAGR 8.94%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Invesco India Equity Savings Fund - Direct Plan - Growth belong to?+

Invesco India Equity Savings Fund - Direct Plan - Growth is categorised as Hybrid Schemes - Equity Savings Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

How risky is Invesco India Equity Savings Fund - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 5.4%, Invesco India Equity Savings Fund - Direct Plan - Growth sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Invesco India Equity Savings Fund - Direct Plan - Growth a direct plan?+

Invesco India Equity Savings Fund - Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Invesco India Equity Savings Fund - Direct Plan - Growth?+

Invesco India Equity Savings Fund - Direct Plan - Growth has NAV history available from 8 Mar 2019 — approximately 8 years of track record and 1,846 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.