• 1 Year Returns: 8.66%
• 3 Year Returns: 23.97%
• 5 Year Returns: 18.29%

• Specialized Finance | 15.29%
• Labs & Life Sciences Services | 11.31%
• Private Banks | 10.19%
• Retail - Online | 9.64%
• Pharmaceuticals | 7.46%

• Interglobe Aviation Ltd | 5.92%
• Max Healthcare Institute Ltd | 5.46%
• Eternal Ltd | 4.90%
• Swiggy Ltd | 4.55%
• L&T Finance Ltd | 4.53%

• Equity | 96.03%
• Cash & Equivalents | 2.23%
• Rights | 1.72%
• Pref Shares | 0.02%

The alpha ratio for the Invesco India Large & Mid Cap Fund is 5.15

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 Large & Mid Cap Fund is 15.82

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 Large & Mid Cap Fund is 0.39

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 Large & Mid Cap Fund 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.