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MF_143537

Invesco India Aggressive Hybrid Fund - Direct Plan - Growth

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹23,563.79
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.84%
MF_143537 Return
Benchmark CAGR
10.88%
Nifty 50
Inflation Adj. CAGR
5.58%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.73
Volatility vs Benchmark
Sharpe Ratio
0.38
Risk-Adjusted Return
Sortino Ratio
0.51
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 52% 15% 31%
60 days 50% 11% 19%
90 days 51% 9% 15%
180 days 51% 7% 10%
1Yr 47% 6% 6%
3Yr 50% 3% 4%
5Yr 44% 1% 1%
7Yr 44% 0% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Invesco India Aggressive Hybrid Fund - Direct Plan - Growth Nifty 50
30 days 8.8% | -59.5% | 16.5% | 128.9% 26.6% | -64.9% | 13.8% | 197.2%
60 days -16.9% | -49.5% | 14.8% | 88.7% -23.0% | -52.0% | 14.6% | 132.5%
90 days -16.7% | -44.9% | 14.4% | 69.9% -25.0% | -59.1% | 14.4% | 117.9%
1 Year -7.8% | -8.8% | 11.1% | 41.9% -10.0% | -17.8% | 10.2% | 60.7%
3 Years 10.9% | 9.9% | 15.7% | 21.0% 7.7% | 7.3% | 15.4% | 26.6%
5 Years 8.8% | 9.0% | 15.0% | 20.9% 6.4% | 6.4% | 15.6% | 23.2%
7 Years 11.1% | 11.3% | 13.2% | 15.0% 11.2% | 11.2% | 13.1% | 15.3%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 8 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 28, 2018 June 1, 2019 277 days 12% Nifty 50: 14% 10713 9473 10763
June 3, 2019 Sept. 21, 2019 110 days 6% Nifty 50: 11% 10763 10155 10890
Feb. 20, 2020 Nov. 7, 2020 261 days 28% Nifty 50: 37% 11653 8341 11677
Oct. 18, 2021 Jan. 12, 2022 86 days 6% Nifty 50: 10% 15786 14805 15836
Jan. 17, 2022 Dec. 1, 2022 318 days 15% Nifty 50: 16% 15897 13508 15947
Dec. 2, 2022 May 11, 2023 160 days 7% Nifty 50: 9% 15961 14876 15964
Sept. 23, 2024 Dec. 10, 2024 78 days 6% Nifty 50: 10% 25514 23936 25519
Dec. 16, 2024 Oct. 30, 2026 683 days 15% Nifty 50: 10% 25701 21969 23564