23
PSUAvoid
Invesco India PSU Equity
Invesco · Direct–Growth · rank #4 of 5 by Smart Score
Data updated
Trailing returns
1 Year
0.4%
+2.5% vs index
3 Years
18.7%
+8.9% vs index
5 Years
20.6%
+11.1% vs index
Since launch
15.7%
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
-3.0%+0.6% vs index
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 return18.71% · 13th percentile in category
5Y return20.57% · 17th percentile in category
Volatility23.71 · 10th percentile in category
Sharpe ratio0.77 · 30th percentile in category
1Y return0.41% · 10th percentile in category
Sortino ratio0.73 · 30th percentile in category
Top holdings
1.Hindustan Aeronautics Ltd8.66%
2.State Bank of India7.74%
3.Dredging Corporation Of India Ltd6.56%
4.Indian Bank6.22%
5.Bharat Electronics Ltd5.73%
30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.