Invesco India Flexi Cap Fund — rolling returns

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 — 415 separate three-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Common questions about Invesco India Flexi Cap Fund

What is the 3-year rolling return of Invesco India Flexi Cap Fund?

Across 415 overlapping 3-year holding periods between 16 February 2022 and 16 October 2026, the Direct plan of Invesco India Flexi Cap Fund returned an average of 22.07% a year, with a median of 21.92%. The best 3-year stretch returned 30.28% a year and the worst returned 15.62%.

Has Invesco India Flexi Cap Fund ever lost money over 3 years?

No. Every one of the 415 3-year holding periods in this fund's history ended in profit. The weakest returned 15.62% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Invesco India Flexi Cap 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, 3-year rolling returns averaged 22.07% a year on the Direct plan against 20.29% on the Regular plan, a difference of 1.78% a year.

What is the 1-year rolling return of Invesco India Flexi Cap Fund?

Across 906 overlapping 1-year holding periods between 16 February 2022 and 16 October 2026, the Direct plan of Invesco India Flexi Cap Fund returned an average of 20.95% a year, with a median of 15.60%. The best 1-year stretch returned 61.04% a year and the worst returned -5.09%.