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MF_120413

Invesco India Multi Cap Fund - Direct Plan - Growth Option

Equity Schemes - Multi Cap Fund

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End Amount
₹84,315.26
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.66%
MF_120413 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
11.27%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
1.03
Volatility vs Benchmark
Sharpe Ratio
0.63
Risk-Adjusted Return
Sortino Ratio
0.94
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% 41% 26%
60 days 59% 27% 17%
90 days 62% 22% 14%
180 days 65% 17% 10%
1Yr 72% 12% 7%
3Yr 75% 7% 3%
5Yr 74% 5% 1%
7Yr 97% 3% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Invesco India Multi Cap Fund - Direct Plan - Growth Option Nifty 50
30 days -15.1% | -70.4% | 25.4% | 233.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -34.8% | -55.9% | 25.5% | 152.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days -21.1% | -44.2% | 20.4% | 134.0% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.3% | -13.0% | 15.0% | 83.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 12.3% | 0.4% | 18.4% | 33.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.3% | 5.3% | 16.3% | 28.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 16.2% | 12.1% | 16.3% | 19.5% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.5% | 13.7% | 16.9% | 21.2% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 14 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 Nov. 1, 2013 298 days 18% Nifty 50: 11% 10101 8245 10151
Jan. 1, 2014 March 5, 2014 63 days 7% Nifty 50: 5% 11062 10330 11174
July 7, 2014 Aug. 19, 2014 43 days 6% Nifty 50: 4% 15875 14997 16026
Sept. 15, 2014 Oct. 31, 2014 46 days 5% Nifty 50: 4% 17501 16596 17580
Dec. 5, 2014 Jan. 2, 2015 28 days 6% Nifty 50: 6% 19352 18122 19497
March 3, 2015 Aug. 5, 2015 155 days 11% Nifty 50: 11% 21453 19072 21587
Aug. 6, 2015 July 2, 2016 331 days 19% Nifty 50: 19% 21627 17412 21683
Oct. 24, 2016 Feb. 18, 2017 117 days 14% Nifty 50: 9% 23885 20648 23980
Jan. 12, 2018 Nov. 20, 2020 1043 days 38% Nifty 50: 27% 32817 20352 32996
Feb. 16, 2021 May 8, 2021 81 days 6% Nifty 50: 6% 40475 37993 40587
Nov. 9, 2021 Jan. 15, 2022 67 days 9% Nifty 50: 8% 53555 48552 53577
Jan. 17, 2022 June 2, 2023 501 days 21% Nifty 50: 16% 53577 42152 53661
March 4, 2024 April 1, 2024 28 days 5% Nifty 50: 3% 71621 67798 72040
Sept. 23, 2024 Oct. 30, 2026 767 days 23% Nifty 50: 15% 93276 72208 84315