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MF_148481

Invesco India Focused Fund - Direct Plan - Growth

Equity Schemes - Focused Fund

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End Amount
₹31,568.43
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
20.80%
MF_148481 Return
Benchmark CAGR
13.58%
Nifty 50
Inflation Adj. CAGR
15.28%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.89
Risk-Adjusted Return
Sortino Ratio
1.53
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 58% 40% 23%
60 days 61% 30% 16%
90 days 61% 28% 13%
180 days 60% 23% 10%
1Yr 64% 16% 7%
3Yr 100% 10% 0%
5Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Invesco India Focused Fund - Direct Plan - Growth Nifty 50
30 days 27.8% | -67.0% | 27.6% | 229.9% 26.6% | -55.6% | 12.0% | 179.9%
60 days -23.5% | -50.0% | 27.2% | 141.6% -23.0% | -41.0% | 13.3% | 115.8%
90 days -6.5% | -40.7% | 25.1% | 122.1% -25.0% | -30.9% | 13.6% | 92.6%
1 Year 3.3% | -8.1% | 11.9% | 69.7% -10.0% | -6.5% | 10.0% | 41.1%
3 Years 21.3% | 19.4% | 23.1% | 29.2% 7.7% | 6.6% | 14.0% | 19.0%
5 Years 13.9% | 13.4% | 17.3% | 24.8% 6.4% | 5.8% | 11.1% | 18.3%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 9, 2021 May 18, 2021 98 days 6% Nifty 50: 5% 12967 12148 12977
Nov. 12, 2021 Jan. 4, 2022 53 days 7% Nifty 50: 8% 16993 15744 16993
Jan. 14, 2022 Aug. 15, 2023 578 days 22% Nifty 50: 16% 17313 13506 17313
July 31, 2024 Aug. 17, 2024 17 days 6% Nifty 50: 4% 28621 27023 28831
Sept. 24, 2024 Dec. 3, 2024 70 days 8% Nifty 50: 10% 31269 28641 31349
Dec. 16, 2024 July 29, 2026 590 days 22% Nifty 50: 10% 31628 24755 31668
Aug. 28, 2026 Oct. 30, 2026 63 days 9% Nifty 50: 8% 32997 30040 31568