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MF_149763

Invesco India Flexi Cap Fund - Direct Plan - Growth

Equity Schemes - Flexi Cap Fund

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End Amount
₹19,950.05
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.81%
MF_149763 Return
Benchmark CAGR
7.53%
Nifty 50
Inflation Adj. CAGR
10.98%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
1.06
Volatility vs Benchmark
Sharpe Ratio
0.64
Risk-Adjusted Return
Sortino Ratio
1.01
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 64% 33% 19%
60 days 73% 22% 15%
90 days 72% 21% 13%
180 days 72% 17% 7%
1Yr 87% 11% 4%
3Yr 100% 10% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Invesco India Flexi Cap Fund - Direct Plan - Growth Nifty 50
30 days 0.6% | -69.1% | 22.6% | 205.5% 26.6% | -57.5% | 9.6% | 163.6%
60 days -33.8% | -52.0% | 23.6% | 119.6% -23.0% | -41.3% | 8.1% | 94.9%
90 days -20.8% | -43.3% | 22.5% | 94.7% -25.0% | -32.7% | 12.2% | 61.6%
1 Year -2.7% | -2.7% | 15.5% | 54.3% -10.0% | -7.0% | 10.2% | 31.0%
3 Years 16.8% | 16.0% | 21.8% | 29.3% 7.7% | 6.2% | 12.9% | 18.4%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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
April 5, 2022 Aug. 13, 2022 130 days 16% Nifty 50: 14% 10539 8891 10539
Sept. 13, 2022 Oct. 29, 2022 46 days 6% Nifty 50: 7% 10749 10150 10769
Dec. 1, 2022 May 13, 2023 163 days 8% Nifty 50: 10% 11049 10150 11069
Sept. 23, 2024 Dec. 14, 2024 82 days 9% Nifty 50: 10% 20320 18492 20390
Dec. 16, 2024 July 22, 2025 218 days 19% Nifty 50: 10% 20390 16434 20410
Oct. 16, 2025 July 3, 2026 260 days 19% Nifty 50: 12% 20709 16753 20729
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 21349 19291 19950