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

Across 262 overlapping 5-year holding periods between 1 October 2020 and 16 October 2026, the Direct plan of Invesco India Focused Fund returned an average of 18.16% a year, with a median of 17.31%. The best 5-year stretch returned 25.16% a year and the worst returned 13.33%.

Has Invesco India Focused Fund ever lost money over 5 years?

No. Every one of the 262 5-year holding periods in this fund's history ended in profit. The weakest returned 13.33% 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 Focused 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 18.16% a year on the Direct plan against 16.46% on the Regular plan, a difference of 1.70% a year.

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

Across 1,246 overlapping 1-year holding periods between 1 October 2020 and 16 October 2026, the Direct plan of Invesco India Focused Fund returned an average of 20.56% a year, with a median of 11.79%. The best 1-year stretch returned 76.33% a year and the worst returned -11.71%.

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

Across 755 overlapping 3-year holding periods between 1 October 2020 and 16 October 2026, the Direct plan of Invesco India Focused Fund returned an average of 23.42% a year, with a median of 23.17%. The best 3-year stretch returned 30.85% a year and the worst returned 17.69%.

Invesco Mutual Fund

Invesco India Focused Fund — rolling returns

Focused · NAV data as of 16 October 2026

1,489 daily NAV records since 1 October 2020

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 — 262 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

Compare against

Another fund

Index or category average

Direct plan · showing data from 1 October 2020 to 16 October 2026

Average rolling return

18.16%

Windows computed

262

Median return

17.31%

Standard deviation

3.02%

Best 5-year window

25.16%a year

Invested 30 Oct 2020 · exited 30 Oct 2025

Worst 5-year window

13.33%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (262 of 262)
Above 8%: 100.0% (262 of 262)
Above 12%: 100.0% (262 of 262)
Above 15%: 89.3% (234 of 262)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 54 of 262 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 Focused Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	20.56%	23.42%	18.16%	—	—
Median	11.79%	23.17%	17.31%	—	—
Minimum	-11.71%	17.69%	13.33%	—	—
Maximum	76.33%	30.85%	25.16%	—	—
Std deviation	25.20%	2.48%	3.02%	—	—
Consistency
Above 0%	77.21%	100.00%	100.00%	—	—
Above 8%	56.98%	100.00%	100.00%	—	—
Above 12%	49.52%	100.00%	100.00%	—	—
Above 15%	44.70%	100.00%	89.31%	—	—
Coverage
Windows computed	1,246	755	262	—	—

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 1.70% a year more than Regular.

5-year rolling returns for Invesco India Focused Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	18.16%	16.46%
Best window	25.16%from 30 Oct 2020	23.28%from 30 Oct 2020
Worst window	13.33%from 14 Oct 2021	11.75%from 14 Oct 2021
Windows computed	262	262

Common questions about Invesco India Focused Fund

What is the 5-year rolling return of Invesco India Focused Fund?: Across 262 overlapping 5-year holding periods between 1 October 2020 and 16 October 2026, the Direct plan of Invesco India Focused Fund returned an average of 18.16% a year, with a median of 17.31%. The best 5-year stretch returned 25.16% a year and the worst returned 13.33%.
Has Invesco India Focused Fund ever lost money over 5 years?: No. Every one of the 262 5-year holding periods in this fund's history ended in profit. The weakest returned 13.33% 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 Focused 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 18.16% a year on the Direct plan against 16.46% on the Regular plan, a difference of 1.70% a year.
What is the 1-year rolling return of Invesco India Focused Fund?: Across 1,246 overlapping 1-year holding periods between 1 October 2020 and 16 October 2026, the Direct plan of Invesco India Focused Fund returned an average of 20.56% a year, with a median of 11.79%. The best 1-year stretch returned 76.33% a year and the worst returned -11.71%.
What is the 3-year rolling return of Invesco India Focused Fund?: Across 755 overlapping 3-year holding periods between 1 October 2020 and 16 October 2026, the Direct plan of Invesco India Focused Fund returned an average of 23.42% a year, with a median of 23.17%. The best 3-year stretch returned 30.85% a year and the worst returned 17.69%.

Compare with other funds

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.