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MF_120403

Invesco India Mid Cap Fund - Direct Plan - Growth Option

Equity Schemes - Mid Cap Fund

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End Amount
₹126,408.81
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
20.13%
MF_120403 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
14.57%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
1.01
Volatility vs Benchmark
Sharpe Ratio
0.79
Risk-Adjusted Return
Sortino Ratio
1.23
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% 48% 29%
60 days 64% 31% 17%
90 days 65% 27% 13%
180 days 69% 20% 8%
1Yr 81% 14% 5%
3Yr 89% 9% 2%
5Yr 100% 7% 0%
7Yr 100% 7% 0%
10Yr 100% 7% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Invesco India Mid Cap Fund - Direct Plan - Growth Option Nifty 50
30 days -32.9% | -70.0% | 29.7% | 247.4% 26.6% | -61.9% | 14.2% | 180.7%
60 days -44.4% | -54.8% | 28.9% | 158.1% -23.0% | -45.3% | 16.7% | 120.0%
90 days -31.1% | -44.2% | 24.4% | 141.1% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -0.5% | -9.6% | 18.3% | 88.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 21.9% | 4.5% | 23.4% | 35.1% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 17.1% | 7.7% | 20.3% | 32.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 22.3% | 14.5% | 19.7% | 24.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 18.3% | 17.2% | 20.3% | 23.8% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 23 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 Dec. 7, 2013 334 days 22% Nifty 50: 11% 10107 7894 10141
Jan. 1, 2014 March 5, 2014 63 days 7% Nifty 50: 5% 10593 9881 10728
July 7, 2014 Aug. 15, 2014 39 days 6% Nifty 50: 4% 15466 14585 15539
Sept. 15, 2014 Oct. 31, 2014 46 days 5% Nifty 50: 4% 17188 16256 17244
Dec. 5, 2014 Jan. 2, 2015 28 days 6% Nifty 50: 6% 19034 17826 19243
March 3, 2015 July 31, 2015 150 days 11% Nifty 50: 11% 21045 18758 21101
Aug. 6, 2015 July 2, 2016 331 days 19% Nifty 50: 19% 21299 17199 21333
Oct. 25, 2016 Feb. 18, 2017 116 days 13% Nifty 50: 9% 23636 20463 23721
May 16, 2017 July 5, 2017 50 days 5% Nifty 50: 2% 26324 24997 26335
Jan. 12, 2018 Jan. 14, 2020 732 days 16% Nifty 50: 6% 32151 26973 32270
Feb. 20, 2020 Nov. 6, 2020 260 days 34% Nifty 50: 37% 34862 22976 34929
March 4, 2021 May 18, 2021 75 days 6% Nifty 50: 5% 45494 42891 46076
Aug. 3, 2021 Sept. 3, 2021 31 days 6% Nifty 50: 0% 53591 50604 53885
Oct. 18, 2021 Jan. 12, 2022 86 days 8% Nifty 50: 10% 59616 54760 59639
Jan. 17, 2022 Dec. 1, 2022 318 days 20% Nifty 50: 16% 60073 48018 60395
Dec. 2, 2022 May 11, 2023 160 days 10% Nifty 50: 9% 60819 54884 61050
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 73320 68820 73794
Feb. 19, 2024 April 1, 2024 42 days 7% Nifty 50: 1% 86573 80638 87397
July 31, 2024 Aug. 22, 2024 22 days 6% Nifty 50: 4% 107770 101700 108142
Sept. 24, 2024 Dec. 11, 2024 78 days 10% Nifty 50: 10% 117916 106646 118272
Dec. 16, 2024 June 6, 2025 172 days 20% Nifty 50: 10% 119373 95409 119497
Nov. 26, 2025 May 8, 2026 163 days 17% Nifty 50: 15% 128554 107058 128560
Aug. 27, 2026 Oct. 30, 2026 64 days 13% Nifty 50: 8% 139209 121779 126409