• 1 Year Returns: -1.52%
• 3 Year Returns: 18.54%
• 5 Year Returns: 14.38%

• Private Banks | 21.19%
• IT Services & Consulting | 10.04%
• Pharmaceuticals | 6.59%
• Specialized Finance | 5.30%
• Construction & Engineering | 5.29%

• HDFC Bank Ltd | 7.76%
• ICICI Bank Ltd | 5.64%
• Infosys Ltd | 4.80%
• Mahindra and Mahindra Ltd | 4.05%
• Triparty Repo | 3.86%

• Equity | 93.26%
• Cash & Equivalents | 2.26%
• Futures & Options | 2.18%
• Rights | 2.03%
• Mutual Funds | 0.25%

The alpha ratio for the Invesco India Contra Fund-Reg(IDCW) is 9.64

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Invesco India Contra Fund-Reg(IDCW) is 13.77

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Invesco India Contra Fund-Reg(IDCW) is -0.40

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Invesco India Contra Fund-Reg(IDCW) is -0.04

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.