

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Invesco Caterpillar | 13.01% | 18.71% | 2.78% | 16.31% | 16.50% | 12.31% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 13.05% |
| Excess over benchmark | 14.03% | 13.99% | 2.89% | 4.22% | 5.59% | −0.74% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 16 Dec 2024 | 07 Apr 2025 | −25.73% | 112 days | 18 Aug 2026 | 498 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |