• 1 Year Returns: -3.28%
• 3 Year Returns: 21.92%
• 5 Year Returns: 20.10%

• Specialized Finance | 16.11%
• Private Banks | 10.66%
• Labs & Life Sciences Services | 10.35%
• Pharmaceuticals | 7.86%
• Real Estate | 7.81%

• AU Small Finance Bank Ltd | 5.59%
• Swiggy Ltd | 5.23%
• Federal Bank Ltd | 5.07%
• L&T Finance Ltd | 4.89%
• Prestige Estates Projects Ltd | 4.59%

• Equity | 99.44%
• Cash & Equivalents | 0.56%

The alpha ratio for the Invesco India Midcap Fund-Reg(IDCW) is 15.71

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 Midcap Fund-Reg(IDCW) is 17.52

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 Midcap Fund-Reg(IDCW) is 0.20

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 Midcap Fund-Reg(IDCW) is 0.02

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.