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MF_120392

Invesco India Large Cap Fund - Direct Plan - Growth

Equity Schemes - Large Cap Fund

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End Amount
₹64,329.27
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.40%
MF_120392 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.11%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.55
Risk-Adjusted Return
Sortino Ratio
0.82
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 56% 16% 15%
60 days 60% 12% 10%
90 days 61% 10% 8%
180 days 58% 8% 5%
1Yr 64% 6% 3%
3Yr 70% 4% 1%
5Yr 73% 2% 1%
7Yr 81% 2% 0%
10Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Invesco India Large Cap Fund - Direct Plan - Growth Nifty 50
30 days 10.7% | -62.6% | 20.4% | 177.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -31.6% | -48.3% | 20.4% | 111.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days -21.2% | -39.4% | 19.0% | 89.7% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -2.4% | -9.2% | 13.1% | 54.5% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 14.1% | 3.6% | 15.6% | 23.8% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.9% | 6.2% | 15.1% | 23.3% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 14.7% | 10.8% | 14.6% | 17.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.5% | 12.8% | 14.9% | 17.1% 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. 28, 2013 May 8, 2013 100 days 9% Nifty 50: 9% 10282 9390 10320
May 17, 2013 Oct. 19, 2013 155 days 14% Nifty 50: 14% 10549 9055 10572
Jan. 23, 2014 March 6, 2014 42 days 6% Nifty 50: 5% 10968 10313 10991
Dec. 1, 2014 Jan. 15, 2015 45 days 5% Nifty 50: 6% 15617 14825 15823
March 3, 2015 July 9, 2016 494 days 16% Nifty 50: 22% 17248 14444 17477
Sept. 6, 2016 March 16, 2017 191 days 12% Nifty 50: 11% 18864 16517 18963
Jan. 29, 2018 July 21, 2018 173 days 9% Nifty 50: 10% 23506 21494 23666
Aug. 28, 2018 June 1, 2019 277 days 15% Nifty 50: 14% 24710 20930 24710
June 3, 2019 Nov. 2, 2019 152 days 8% Nifty 50: 11% 24710 22622 24840
Feb. 19, 2020 Nov. 7, 2020 262 days 37% Nifty 50: 37% 26433 16692 26677
Jan. 14, 2021 Feb. 3, 2021 20 days 6% Nifty 50: 7% 30297 28575 30495
Feb. 15, 2021 May 18, 2021 92 days 7% Nifty 50: 6% 31776 29642 31806
Nov. 15, 2021 Jan. 12, 2022 58 days 8% Nifty 50: 8% 40808 37370 41014
Jan. 17, 2022 June 7, 2023 506 days 20% Nifty 50: 16% 41212 33079 41364
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 45480 42706 45732
Sept. 26, 2024 Sept. 18, 2025 357 days 18% Nifty 50: 15% 65244 53361 65320
Nov. 27, 2025 July 4, 2026 219 days 15% Nifty 50: 15% 66227 56418 66623
Aug. 31, 2026 Oct. 30, 2026 60 days 9% Nifty 50: 8% 68476 62332 64329