Rolling Returns Calculator

Invesco Mutual Fund

Invesco India PSU Equity Fund — rolling returns

PSU · NAV data as of

3,394 daily NAV records since 2 January 2013

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 — 2,167 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
Compare against

Direct plan · showing data from 2 January 2013 to 16 October 2026

Average rolling return

17.32%

Windows computed

2,167

Median return

14.80%

Standard deviation

8.65%

Best 5-year window

35.61%a year

Invested 22 Aug 2019 · exited 22 Aug 2024

Worst 5-year window

1.84%a year

Invested 24 Mar 2015 · exited 24 Mar 2020

Consistency — share of 5-year windows

Above 0%
100.0% (2,167 of 2,167)
Above 8%
89.2% (1,933 of 2,167)
Above 12%
64.1% (1,390 of 2,167)
Above 15%
48.0% (1,041 of 2,167)

Each point is one 5-year holding period, plotted against the date it began. Showing 435 of 2,167 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 PSU Equity Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average21.04%19.30%17.32%16.48%18.17%
Median15.07%18.28%14.80%15.37%18.54%
Minimum-23.48%-7.51%1.84%7.45%12.27%
Maximum110.24%44.12%35.61%25.76%23.05%
Std deviation26.62%11.89%8.65%4.48%2.26%
Consistency
Above 0%77.40%94.62%100.00%100.00%100.00%
Above 8%60.71%81.39%89.20%99.82%100.00%
Above 12%54.27%69.10%64.14%82.59%100.00%
Above 15%50.11%60.94%48.04%54.40%88.53%
Coverage
Windows computed3,1512,6602,1671,671933

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 1.65% a year more than Regular.

This fund's Regular plan has NAV going back to 27 November 2009, but its Direct plan only began on 2 January 2013. The 766 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Invesco India PSU Equity Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average17.32%15.67%
Best window35.61%from 22 Aug 201933.88%from 22 Aug 2019
Worst window1.84%from 24 Mar 20150.27%from 24 Mar 2015
Windows computed2,1672,167

Common questions about Invesco India PSU Equity Fund

What is the 5-year rolling return of Invesco India PSU Equity Fund?
Across 2,167 overlapping 5-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Invesco India PSU Equity Fund returned an average of 17.32% a year, with a median of 14.80%. The best 5-year stretch returned 35.61% a year and the worst returned 1.84%.
Has Invesco India PSU Equity Fund ever lost money over 5 years?
No. Every one of the 2,167 5-year holding periods in this fund's history ended in profit. The weakest returned 1.84% a year, for someone who invested on 24 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Invesco India PSU Equity 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 17.32% a year on the Direct plan against 15.67% on the Regular plan, a difference of 1.65% a year.
What is the 1-year rolling return of Invesco India PSU Equity Fund?
Across 3,151 overlapping 1-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Invesco India PSU Equity Fund returned an average of 21.04% a year, with a median of 15.07%. The best 1-year stretch returned 110.24% a year and the worst returned -23.48%.
What is the 3-year rolling return of Invesco India PSU Equity Fund?
Across 2,660 overlapping 3-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Invesco India PSU Equity Fund returned an average of 19.30% a year, with a median of 18.28%. The best 3-year stretch returned 44.12% a year and the worst returned -7.51%.
What is the 7-year rolling return of Invesco India PSU Equity Fund?
Across 1,671 overlapping 7-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Invesco India PSU Equity Fund returned an average of 16.48% a year, with a median of 15.37%. The best 7-year stretch returned 25.76% a year and the worst returned 7.45%.
What is the 10-year rolling return of Invesco India PSU Equity Fund?
Across 933 overlapping 10-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Invesco India PSU Equity Fund returned an average of 18.17% a year, with a median of 18.54%. The best 10-year stretch returned 23.05% a year and the worst returned 12.27%.

Compare with other funds

Other PSU 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.