Official AMFI data
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Invesco

Invesco India Consumption Fund

Sectoral / ThematicEquityVery High risk

NAV · Direct-Growth

₹11.01+0.09+0.82%

As of 18 Aug 2026 · AMFI

NAV growth+10.1%
20252026
Arthkar verdictA balanced read

Cost

Average

0.73% vs NaN% peers

1Y return

3Y CAGR

5Y CAGR

AUM

₹480.47 Cr

fund size

Expense

0.73%

direct plan

Volatility 3Y

3Y std dev

In plain English

Invesco India Consumption Fund is a Sectoral / Thematic scheme from Invesco. The portfolio is ~99% in equities. Worst historical drawdown: -16% in Mar 2026, recovered in 3 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF205KA1BI6

NAV (Direct-Growth)

₹11.0100

Last 1Y

+10.10%

Oct 25Min ₹8.46 · Max ₹11.06 · 201 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-15.6%

Peak ₹10.02 on 30 Oct 2025 → trough ₹8.46 on 23 Mar 2026 (5 months down).

Recovered in 3 months· 15 Jun 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

4

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

  • Expense ratio

    0.73% — typical for category.

  • AUM size

    ₹480 Cr.

  • Sector concentration

    Top 3 sectors = 73.9% — fairly concentrated.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.09%-0.40%84/ 286
1M+4.06%+2.47%75/ 286
3M+16.14%+8.01%16/ 286
6M+13.51%+6.33%58/ 278
YTD+12.81%+6.03%62/ 273

Portfolio composition

Asset allocation

  • Equity98.65%
  • Cash1.35%

By market cap

  • Large cap35.70%
  • Mid cap24.56%
  • Small cap11.50%
  • Others28.24%

Concentration

Holdings

37

Avg market cap

₹56.2K Cr

Top 10 stocks

39.85%

Top 5 stocks

22.01%

Top 3 sectors

73.92%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight
  • 1

    Eternal Ltd

    5.01%
  • 2

    Aditya Infotech Ltd

    4.34%
  • 3

    TVS Motor Co Ltd

    4.34%
  • 4

    Bharti Airtel Ltd

    4.23%
  • 5

    Mahindra & Mahindra Ltd

    4.09%
  • 6

    Krishna Institute of Medical Sciences Ltd

    3.69%
  • 7

    FSN E-Commerce Ventures Ltd

    3.64%
  • 8

    Craftsman Automation Ltd

    3.57%
  • 9

    Titan Co Ltd

    3.48%
  • 10

    Delhivery Ltd

    3.47%
  • 11

    InterGlobe Aviation Ltd

    3.40%
  • 12

    CCL Products (India) Ltd

    3.08%
  • 13

    DOMS Industries Ltd

    2.99%
  • 14

    Godrej Consumer Products Ltd

    2.93%
  • 15

    Global Health Ltd

    2.91%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff
  • P/E ratio45.2736.58+8.69
  • P/B ratio7.636.30+1.33
  • Price / Sales3.533.49+0.04
  • Price / Cash Flow23.0123.40-0.39
  • Dividend yield0.47%1.07%-0.60
  • Return on equity (ROE)0.00%

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y
  • Standard deviation

    Volatility — lower means steadier returns.

    15.0515.6714.42
  • Sharpe ratio

    Risk-adjusted return — higher is better.

    -0.720.370.47
  • Sortino ratio

    Like Sharpe but only counts downside volatility.

    -0.800.510.69
  • Beta

    1 = moves with the market. <1 = less volatile.

    0.870.970.90

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.