• 1 Year Returns: 7.99%
• 3 Year Returns: 24.35%
• 5 Year Returns: 22.88%

• Specialized Finance | 14.72%
• Labs & Life Sciences Services | 12.08%
• Private Banks | 9.55%
• Retail - Online | 9.52%
• Real Estate | 7.17%

• Max Healthcare Institute Ltd | 5.37%
• Trent Ltd | 4.88%
• Interglobe Aviation Ltd | 4.83%
• Eternal Ltd | 4.81%
• Swiggy Ltd | 4.71%

• Equity | 97.62%
• Rights | 1.65%
• Cash & Equivalents | 0.71%
• Pref Shares | 0.02%

The alpha ratio for the Invesco India Large & Mid Cap Fund is 12.62

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 17.04

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 0.34

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 0.03

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.