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FoF OverseasInvesco Asset Management (India) Private Limited

Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - Growth

Benchmark: MSCI WORLD CONSUMER DISCRETIONARY INDEX- NET TOTAL RETURN · Riskometer: Very High

₹12.8356

NAV (2026-08-31)

₹487.32 Cr

AUM (2026-08-31)

0.56%

EXPENSE RATIO (DIRECT)

2020-12-04

INCEPTION

?Quality · -/100
DSafety · 7.5/100
DCompound · 47.9/100

Punji Fund Health Score - percentile-within-category. See methodology.

Rolling returns are not available for this fund yet.

MetricValuePercentileCategory median
3Y Sharpe Ratio0.5616th 1.02
3Y Alpha-7.5%6.25th 3.7%
3Y Std Deviation27.9%4th (lower is better)16.7%

-7.5241

Alpha (%)

1.2806

Beta

117.2153

Up Capture

128.9303

Down Capture

21.8594

Tracking Error (%)

3-year window vs. MSCI WORLD CONSUMER DISCRETIONARY INDEX- NET TOTAL RETURN.

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Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

100%TOP 1100%
Other 100%

TOP HOLDINGS

Invesco Global Consumer Trends Fund Accumulated S ## ()98.46%
Triparty Repo ()1.03%
Net Receivables / (Payables) ()0.51%

Funds that behave most similarly (beta, capture ratios, volatility - not holdings overlap). Pick up to 2 to compare alongside this fund:

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Asset Allocation

As of Jul-2026

98.46%TOP 3100%
Equity 98.46%Debt 0%Cash 1.54%

Portfolio analytics as of Jul-2026.

Data as of 2026-09-02. Source: AMFI disclosures via Punji. Not investment advice.