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MF_120357

Invesco India Large & Mid Cap Fund - Direct Plan - Growth

Equity Schemes - Large & Mid Cap Fund

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End Amount
₹90,419.38
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.25%
MF_120357 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
11.83%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.97
Volatility vs Benchmark
Sharpe Ratio
0.70
Risk-Adjusted Return
Sortino Ratio
1.05
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 59% 27% 20%
60 days 64% 18% 13%
90 days 64% 16% 10%
180 days 68% 12% 6%
1Yr 74% 9% 4%
3Yr 81% 6% 1%
5Yr 85% 4% 1%
7Yr 100% 3% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Invesco India Large & Mid Cap Fund - Direct Plan - Growth Nifty 50
30 days -14.2% | -66.9% | 24.9% | 198.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -34.7% | -51.8% | 26.7% | 122.1% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.9% | -39.9% | 23.4% | 101.3% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 1.3% | -10.0% | 16.1% | 57.9% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 21.3% | 4.6% | 18.3% | 27.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 15.5% | 7.2% | 17.6% | 27.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 17.7% | 12.0% | 16.5% | 20.3% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 16.8% | 15.1% | 17.6% | 19.0% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 18 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 25, 2013 May 16, 2013 111 days 9% Nifty 50: 9% 10296 9393 10296
May 17, 2013 Oct. 11, 2013 147 days 12% Nifty 50: 14% 10311 9060 10347
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 16479 15524 16551
March 3, 2015 April 11, 2015 39 days 5% Nifty 50: 7% 18192 17274 18214
April 13, 2015 July 16, 2015 94 days 10% Nifty 50: 10% 18214 16471 18228
Aug. 6, 2015 July 12, 2016 341 days 19% Nifty 50: 19% 18272 14794 18337
Sept. 6, 2016 Feb. 11, 2017 158 days 12% Nifty 50: 11% 19667 17354 19689
Jan. 23, 2018 April 27, 2018 94 days 8% Nifty 50: 9% 26479 24317 26551
April 30, 2018 July 27, 2018 88 days 6% Nifty 50: 3% 26659 25177 26703
Aug. 28, 2018 Oct. 26, 2019 424 days 16% Nifty 50: 14% 28337 23702 28655
Feb. 20, 2020 Nov. 13, 2020 267 days 35% Nifty 50: 37% 30101 19472 30145
March 3, 2021 May 22, 2021 80 days 7% Nifty 50: 6% 36746 34288 36833
Oct. 18, 2021 Jan. 12, 2022 86 days 9% Nifty 50: 10% 45235 41359 45286
Jan. 17, 2022 Dec. 1, 2022 318 days 20% Nifty 50: 16% 45524 36486 45662
Dec. 5, 2022 May 27, 2023 173 days 10% Nifty 50: 9% 45719 40962 45748
Sept. 24, 2024 June 6, 2025 255 days 19% Nifty 50: 15% 84765 68995 85155
Oct. 16, 2025 June 16, 2026 243 days 17% Nifty 50: 12% 89704 74779 90166
Aug. 3, 2026 Oct. 30, 2026 88 days 11% Nifty 50: 10% 97050 86602 90419