What is the 5-year rolling return of Invesco India Aggressive Hybrid Fund?

Across 813 overlapping 5-year holding periods between 4 July 2018 and 16 October 2026, the Direct plan of Invesco India Aggressive Hybrid Fund returned an average of 15.07% a year, with a median of 15.10%. The best 5-year stretch returned 22.95% a year and the worst returned 8.50%.

Has Invesco India Aggressive Hybrid Fund ever lost money over 5 years?

No. Every one of the 813 5-year holding periods in this fund's history ended in profit. The weakest returned 8.50% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Invesco India Aggressive Hybrid Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 15.07% a year on the Direct plan against 13.25% on the Regular plan, a difference of 1.82% a year.

What is the 1-year rolling return of Invesco India Aggressive Hybrid Fund?

Across 1,797 overlapping 1-year holding periods between 4 July 2018 and 16 October 2026, the Direct plan of Invesco India Aggressive Hybrid Fund returned an average of 13.56% a year, with a median of 11.18%. The best 1-year stretch returned 57.48% a year and the worst returned -17.57%.

What is the 3-year rolling return of Invesco India Aggressive Hybrid Fund?

Across 1,306 overlapping 3-year holding periods between 4 July 2018 and 16 October 2026, the Direct plan of Invesco India Aggressive Hybrid Fund returned an average of 15.35% a year, with a median of 15.75%. The best 3-year stretch returned 23.01% a year and the worst returned 8.33%.

What is the 7-year rolling return of Invesco India Aggressive Hybrid Fund?

Across 317 overlapping 7-year holding periods between 4 July 2018 and 16 October 2026, the Direct plan of Invesco India Aggressive Hybrid Fund returned an average of 13.18% a year, with a median of 13.18%. The best 7-year stretch returned 15.23% a year and the worst returned 11.19%.

Invesco Mutual Fund

Invesco India Aggressive Hybrid Fund — rolling returns

Aggressive Hybrid · NAV data as of 16 October 2026

2,040 daily NAV records since 4 July 2018

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 813 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Index or category average

Direct plan · showing data from 4 July 2018 to 16 October 2026

Average rolling return

15.07%

Windows computed

813

Median return

15.10%

Standard deviation

3.25%

Best 5-year window

22.95%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

8.50%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (813 of 813)
Above 8%: 100.0% (813 of 813)
Above 12%: 76.5% (622 of 813)
Above 15%: 51.5% (419 of 813)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 164 of 813 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Invesco India Aggressive Hybrid Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	13.56%	15.35%	15.07%	13.18%	—
Median	11.18%	15.75%	15.10%	13.18%	—
Minimum	-17.57%	8.33%	8.50%	11.19%	—
Maximum	57.48%	23.01%	22.95%	15.23%	—
Std deviation	15.03%	2.94%	3.25%	1.00%	—
Consistency
Above 0%	81.14%	100.00%	100.00%	100.00%	—
Above 8%	55.87%	100.00%	100.00%	100.00%	—
Above 12%	48.14%	83.08%	76.51%	83.91%	—
Above 15%	36.73%	60.11%	51.54%	2.21%	—
Coverage
Windows computed	1,797	1,306	813	317	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.82% a year more than Regular.

5-year rolling returns for Invesco India Aggressive Hybrid Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	15.07%	13.25%
Best window	22.95%from 23 Mar 2020	20.98%from 23 Mar 2020
Worst window	8.50%from 14 Oct 2021	6.78%from 14 Oct 2021
Windows computed	813	813

Common questions about Invesco India Aggressive Hybrid Fund

What is the 5-year rolling return of Invesco India Aggressive Hybrid Fund?: Across 813 overlapping 5-year holding periods between 4 July 2018 and 16 October 2026, the Direct plan of Invesco India Aggressive Hybrid Fund returned an average of 15.07% a year, with a median of 15.10%. The best 5-year stretch returned 22.95% a year and the worst returned 8.50%.
Has Invesco India Aggressive Hybrid Fund ever lost money over 5 years?: No. Every one of the 813 5-year holding periods in this fund's history ended in profit. The weakest returned 8.50% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Invesco India Aggressive Hybrid Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 15.07% a year on the Direct plan against 13.25% on the Regular plan, a difference of 1.82% a year.
What is the 1-year rolling return of Invesco India Aggressive Hybrid Fund?: Across 1,797 overlapping 1-year holding periods between 4 July 2018 and 16 October 2026, the Direct plan of Invesco India Aggressive Hybrid Fund returned an average of 13.56% a year, with a median of 11.18%. The best 1-year stretch returned 57.48% a year and the worst returned -17.57%.
What is the 3-year rolling return of Invesco India Aggressive Hybrid Fund?: Across 1,306 overlapping 3-year holding periods between 4 July 2018 and 16 October 2026, the Direct plan of Invesco India Aggressive Hybrid Fund returned an average of 15.35% a year, with a median of 15.75%. The best 3-year stretch returned 23.01% a year and the worst returned 8.33%.
What is the 7-year rolling return of Invesco India Aggressive Hybrid Fund?: Across 317 overlapping 7-year holding periods between 4 July 2018 and 16 October 2026, the Direct plan of Invesco India Aggressive Hybrid Fund returned an average of 13.18% a year, with a median of 13.18%. The best 7-year stretch returned 15.23% a year and the worst returned 11.19%.

Compare with other funds

Other Aggressive Hybrid funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.