• 1 Year Returns: 4.92%
• 3 Year Returns: 26.20%
• 5 Year Returns: 24.98%

• Specialized Finance | 14.36%
• Labs & Life Sciences Services | 9.36%
• Retail - Online | 8.71%
• Private Banks | 8.51%
• Real Estate | 7.29%

• Interglobe Aviation Ltd | 5.42%
• Trent Ltd | 5.39%
• BSE Ltd | 4.74%
• Swiggy Ltd | 4.52%
• Prestige Estates Projects Ltd | 4.02%

• Equity | 96.05%
• Cash & Equivalents | 2.07%
• Rights | 1.88%

The alpha ratio for the Invesco India Large & Mid Cap Fund(IDCW) is 9.49

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(IDCW) is 18.34

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(IDCW) is 0.58

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(IDCW) is 0.06

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.