Strategy performance
Invesco India Large Cap Core Portfolio
Invesco Asset Management India Private Limited · AUM ₹2.17 Cr · as of Sep 2026
Our read
₹100 grew to ₹162.0 since inception (+8.9% CAGR), behind its filed benchmark on the same window, with a max drawdown of −17.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+7.8%
−0.3% vs benchmark
Since inception
+8.9%
Max drawdown
−17.3%
Volatility
+14.1%
Peer position
Loading peer ranks…
Performance
Invesco India Large Cap Core Portfolio₹162.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.4% | +0.8% | −12.9% | +7.8% | −0.6% | +2.9% | +1.4% | +0.1% | −6.0% | −8.9% | |||
| 2025 | −4.9% | −7.2% | +7.4% | +3.8% | +2.3% | +2.8% | −2.0% | −2.0% | +0.7% | +3.4% | +1.0% | −1.2% | +3.3% |
| 2024 | +1.3% | +4.2% | +1.3% | +3.4% | +1.4% | +6.4% | +4.4% | +1.7% | +2.0% | −5.7% | +0.8% | −1.5% | +21.1% |
| 2023 | −3.6% | −2.0% | +0.1% | +2.2% | +2.7% | +3.8% | +3.8% | −1.3% | +2.4% | −3.1% | +4.9% | +8.0% | +18.5% |
| 2022 | −2.1% | −3.3% | +4.0% | −3.5% | −4.3% | −6.5% | +7.1% | +3.0% | −3.6% | +4.3% | +4.1% | −3.6% | −5.5% |
| 2021 | +8.0% | +0.3% | +1.0% | +5.9% | +0.9% | +1.2% | +7.2% | +1.1% | +0.7% | −3.9% | +2.2% | +26.8% |
Metrics
Tearsheet- 1M return
- −6.0%
- 3M return
- −4.6%
- 6M return
- +5.2%
- 1Y return
- −5.9%
- 2Y CAGR
- −6.1%
- 3Y CAGR
- +7.8%
- 5Y CAGR
- +4.8%
- Since-inception CAGR
- +8.9%
- Total return
- +62.0%
- Average month
- +0.8%
- Median month
- +1.1%
- Average up month
- +3.1%
- Best month
- +8.0%
- Best rolling 12M
- +42.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Invesco India Large Cap Core Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Invesco India Large Cap Core Portfolio performed?
- Invesco India Large Cap Core Portfolio (Invesco Asset Management India Private Limited) shows CAGR 8.89% and max drawdown -17.32% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Invesco India Large Cap Core Portfolio CAGR / max drawdown?
- CAGR is 8.89%; max drawdown is -17.32%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Invesco India Large Cap Core Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Invesco India Large Cap Core Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more