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MF_153047

Invesco India Multi Asset Allocation Fund - Direct Plan - Growth

Hybrid Schemes - Multi Asset Allocation Fund

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End Amount
₹12,386.25
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.17%
MF_153047 Return
Benchmark CAGR
-0.86%
Nifty 50
Inflation Adj. CAGR
7.38%
Real Annualized Return
Alpha
0.11
Excess Return vs Benchmark
Beta
0.59
Volatility vs Benchmark
Sharpe Ratio
0.78
Risk-Adjusted Return
Sortino Ratio
1.06
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 66% 27% 23%
60 days 77% 20% 14%
90 days 81% 17% 10%
180 days 97% 15% 2%
1Yr 100% 17% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Invesco India Multi Asset Allocation Fund - Direct Plan - Growth Nifty 50
30 days -10.3% | -45.1% | 19.3% | 78.8% 26.6% | -67.3% | 5.9% | 120.3%
60 days -25.9% | -31.1% | 17.8% | 52.8% -23.0% | -45.1% | 2.3% | 78.9%
90 days -15.5% | -13.1% | 17.5% | 40.5% -25.0% | -40.4% | 4.6% | 58.0%
1 Year 5.2% | 5.0% | 18.0% | 27.8% -10.0% | -10.8% | -1.3% | 13.7%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 29, 2026 Aug. 25, 2026 208 days 11% Nifty 50: 12% 13165 11719 13175
Aug. 25, 2026 Oct. 30, 2026 66 days 7% Nifty 50: 9% 13175 12275 12386