

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Invesco Rise | 8.64% | 19.57% | 6.50% | 18.20% | 15.63% | 14.42% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 14.32% |
| Excess over benchmark | 9.66% | 14.85% | 6.61% | 6.11% | 4.72% | 0.10% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 24 Sep 2024 | 03 Mar 2025 | −21.92% | 160 days | 20 Oct 2025 | 231 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |