ReviewDirect · GrowthPrefer peers first
Invesco India - Invesco Global Consumer Trends Fund of Fund
Invesco Mutual FundOverseas Fund of Funds - Fund of Funds investing overseas5.9 years
- NAV
- 10.9725
- 5 Nov 2026
- 1Y
- -18.7%
- Trailing CAGR
- AUM
- ₹487.32 Cr
- 31 Aug 2026
- Volatility
- High
- 29.2% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 5 Nov 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Prefer peers if · Prefer Aditya Birla Sun Life US Equity Passive FOF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
5.9 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
0.59% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -51.2%. Ask whether you can hold through a similar fall.
Vs category
Fail
36% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-18.7%
- 3Y+18.1%
- 5Y+0.6%
- 10Yn/a
- SI+1.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-27.3%
- 3Y+7.9%
- 5Y+10.0%
- 10Yn/a
- Since inception
- +1.6%
- Calendar-day CAGR
- Excess 1Y
- -35.4%
- Category median, same plan and option
- 3Y win rate
- +36%
- Windows beating the median
- 3Y percentile
- 19
- Vs comparable share classes
- SIP 3Y XIRR
- +7.9%
- Simulated monthly SIP
- Worst rolling 3Y
- -13.2%
- 636 daily-ending windows
- Median rolling 3Y
- +15.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 192 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -51.2%
- Worst peak-to-trough
- Current
- -29.4%
- Below last peak
- Current spell
- 155 days
- Days below latest peak
- Time below peak
- +97%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 58 days
- 19 recovered episodes
- Longest recovery
- 994 days
- Trough to prior peak
16 Feb 2021 – 31 Jul 2025
Trough 10 Nov 2022 · recovered in 994 days
-51.2%
3 Jun 2026 – open
Trough 5 Nov 2026 · not recovered
-29.4%
10 Oct 2025 – 6 May 2026
Trough 31 Mar 2026 · recovered in 36 days
-24.0%
15 May 2026 – 29 May 2026
Trough 20 May 2026 · recovered in 9 days
-4.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
19
Vs category
0
Consistency
31
Risk-adjusted
25
Drawdown
0
Mean
15
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
31 Aug 2026 · 2 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 96.9%
- Effective holdings
- 1.1
- Invesco Global Consumer Trends Fund A
Unspecified
96.9%
Repo
Unspecified
4.0%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
5 Nov 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
4 Nov 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
3 Nov 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
2 Nov 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
30 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life US Equity Passive FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +12.9%
- 3Y
- +26.7%
- Vol
- 21.4%
- Max DD
- -28.9%
- Sharpe
- 0.55
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Axis NASDAQ 100 US Specific Equity Passive FOF
Axis Mutual Fund
- 1Y
- +12.7%
- 3Y
- +26.3%
- Vol
- 19.4%
- Max DD
- -23.0%
- Sharpe
- 1.17
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund
Invesco Mutual Fund
- 1Y
- +12.9%
- 3Y
- +27.0%
- Vol
- 21.2%
- Max DD
- -23.0%
- Sharpe
- 0.90
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Kotak Global Innovation Overseas Equity Active FOF
Kotak Mahindra Mutual Fund
- 1Y
- +9.8%
- 3Y
- +20.8%
- Vol
- 22.2%
- Max DD
- -40.0%
- Sharpe
- 0.17
- 3Y win
- +53%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund
Mirae Asset Mutual Fund
- 1Y
- +15.8%
- 3Y
- +31.9%
- Vol
- 26.1%
- Max DD
- -27.2%
- Sharpe
- 1.01
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns