Invesco India Income Plus Arbitrage Active FoF Direct-Growth
Hybrid: Income plus Arbitrage - Growth (Open ended)
NAV: ₹1,060.96+0.02%
23 Oct 2026
Rolling Returns Analysis
Rolling annualized returns of Invesco India Income Plus Arbitrage Active FoF Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 05 Aug, 2026 - 23 Oct, 2026 | - | - | - |
| Average returns | 5.79% | - | - | - |
| Standard deviation | 0.35% | - | - | - |
| Best returns | 6.24% 1 year ending on 13 Aug, 2026 | - | - | - |
| Worst returns | 4.84% 1 year ending on 22 Oct, 2026 | - | - | - |
| Period with positive return | 100.00% | - | - | - |
| Period with return > 5% | 96.30% | - | - | - |
| Period with return > 10% | 0.00% | - | - | - |
| Period with return > 15% | 0.00% | - | - | - |
| Beat % Category | 22.22% | - | - | - |
| Beat % Benchmark | 100.00% | - | - | - |
Trailing Returns
Point-to-point returns of Invesco India Income Plus Arbitrage Active FoF Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-10%
-5%
0%
5%
10%
3.6%
4.0%
-12.7%
YTD
-0.3%
-0.0%
-3.6%
1 M
2.2%
2.5%
-5.7%
6 M
4.6%
5.0%
-11.8%
1 Y
6.7%
3 Y
5.8%
5 Y
11.3%
10 Y
Fund
Hybrid: Income plus Arbitrage
Benchmark
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 3.60% | -0.34% | 2.21% | 4.62% | - | - | - | 4.82% |
| Hybrid: Income plus Arbitrage | 4.03% | -0.04% | 2.50% | 5.01% | - | - | - | - |
| Rank in category | 11 | 13 | 12 | 10 | - | - | - | - |
| Funds in category | 13 | 16 | 14 | 12 | 0 | 0 | 0 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Invesco India Income Plus Arbitrage Active FoF Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Invesco India Income Plus Arbitrage Active FoF Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Invesco India Income Plus Arbitrage Active FoF Direct-Growth?
Invesco India Income Plus Arbitrage Active FoF Direct-Growth has delivered a 1-year return of 4.62% as of 22 Oct 2026.
What are the 3-year returns of Invesco India Income Plus Arbitrage Active FoF Direct-Growth?
The 3-year CAGR for Invesco India Income Plus Arbitrage Active FoF Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of Invesco India Income Plus Arbitrage Active FoF Direct-Growth?
The 5-year CAGR for Invesco India Income Plus Arbitrage Active FoF Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Invesco India Income Plus Arbitrage Active FoF Direct-Growth since inception?
Since its launch on 22 Jul 2025, Invesco India Income Plus Arbitrage Active FoF Direct-Growth has delivered a CAGR of 4.82%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Invesco India Income Plus Arbitrage Active FoF Direct-Growth performed vs its category over the long term?
Category rank for Invesco India Income Plus Arbitrage Active FoF Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Invesco India Income Plus Arbitrage Active FoF Direct-Growth?
The Sharpe ratio of Invesco India Income Plus Arbitrage Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Invesco India Income Plus Arbitrage Active FoF Direct-Growth?
The alpha of Invesco India Income Plus Arbitrage Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Invesco India Income Plus Arbitrage Active FoF Direct-Growth?
The beta of Invesco India Income Plus Arbitrage Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Invesco India Income Plus Arbitrage Active FoF Direct-Growth?
The average 1-year and 3-year rolling returns of Invesco India Income Plus Arbitrage Active FoF Direct-Growth is 5.79% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.