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Fund of Funds (Overseas)Very High📊 MSCI World Index - Net Total Return

Invesco India - Invesco Global Equity Income Fund of Fund · Regular · Growth

Invesco Mutual Fund

#40 of 52 (1Y)

NAV

₹37.2839

as of 16 Jun 2026

Expense Ratio

1.31%

AUM

₹220 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High
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Lumpsum returns (CAGR)

1Y
+25.88%
3Y
+21.86%
5Y
+16.55%
Since Inception
+11.49%

SIP returns (XIRR)

1Y
+30.54%
3Y
+24.84%
5Y
+21.57%
Since Inception
+14.70%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹72,500

Invested

₹1,84,147

Value today

14.6%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹3,687

Value today

11.4%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹7,25,000

Withdrawn

₹18,45,641

Corpus left

+₹15,70,641 net gain — withdrew ₹7,25,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹22,25,277

Value today

+0.6%

vs lumpsum

STP beat direct lumpsum by 0.6% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,90,206

Value today

3.9×

Multiple

Staying invested through that crash turned ₹1L into ₹3,90,206 — a 3.9× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

1.14

Sharpe Ratio

Alpha

Beta

1.16

Sortino

16.37%

Std Dev

-14.86%

Max Drawdown

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:MSCI World Index - Net Total Return

Performance Comparison

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Fund Details

Fund HouseInvesco Mutual Fund
CategoryFund of Funds (Overseas)
BenchmarkMSCI World Index - Net Total Return
Launch Date07 May 2014
AMFI Code129187
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit LoadIf redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Available transactions

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Investment Objective

Invesco India - Invesco Global Equity Income Fund of Fund · Regular · Growth by Invesco Mutual Fund is a Fund of Funds (Overseas) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Overseas) category.

About This Fund

Invesco India - Invesco Global Equity Income Fund of Fund · Regular · Growth is a Fund of Funds (Overseas) mutual fund offered by Invesco Mutual Fund. The fund has been operational for over 12 years. It manages assets worth ₹220 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against MSCI World Index - Net Total Return. The current expense ratio is 1.31%.

Who Should Invest?

  • Aggressive investors comfortable with significant short-term volatility
  • Investors with a long-term horizon of 7+ years who can ride out market cycles
  • SIP investors who can benefit from rupee cost averaging during market fluctuations