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MF_146457

Invesco India Equity Savings Fund - Direct Plan - Growth

Hybrid Schemes - Equity Savings Fund

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End Amount
₹18,773.84
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.58%
MF_146457 Return
Benchmark CAGR
11.42%
Nifty 50
Inflation Adj. CAGR
3.39%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.34
Volatility vs Benchmark
Sharpe Ratio
0.37
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 46% 19% 50%
60 days 43% 16% 31%
90 days 44% 14% 26%
180 days 41% 10% 17%
1Yr 36% 6% 11%
3Yr 10% 1% 6%
5Yr 6% 1% 6%
7Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Invesco India Equity Savings Fund - Direct Plan - Growth Nifty 50
30 days 1.9% | -34.4% | 11.0% | 56.2% 26.6% | -62.5% | 13.7% | 205.3%
60 days -8.7% | -26.4% | 10.2% | 42.4% -23.0% | -51.3% | 14.6% | 140.1%
90 days -6.9% | -20.2% | 10.0% | 36.3% -25.0% | -64.0% | 14.6% | 119.7%
1 Year -1.5% | -1.7% | 8.8% | 23.4% -10.0% | -18.8% | 10.1% | 61.1%
3 Years 8.5% | 6.8% | 10.0% | 14.0% 7.7% | 7.1% | 15.1% | 26.8%
5 Years 7.1% | 7.2% | 10.5% | 12.6% 6.4% | 6.2% | 15.8% | 23.5%
7 Years 8.4% | 8.4% | 8.9% | 9.4% 11.2% | 11.1% | 12.1% | 13.6%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 19, 2020 July 23, 2020 155 days 14% Nifty 50: 37% 11050 9547 11057
Jan. 17, 2022 April 28, 2023 466 days 8% Nifty 50: 16% 13534 12451 13547
Jan. 2, 2025 May 15, 2025 133 days 6% Nifty 50: 8% 18626 17445 18657
Oct. 29, 2025 Aug. 1, 2026 276 days 7% Nifty 50: 14% 19100 17807 19109