• 1 Year Returns: -0.94%
• 3 Year Returns: 16.92%
• 5 Year Returns: 15.55%

• Private Banks | 14.58%
• Specialized Finance | 13.46%
• Labs & Life Sciences Services | 10.72%
• Retail - Online | 9.22%
• Real Estate | 8.53%

• Prestige Estates Projects Ltd | 6.19%
• BSE Ltd | 5.88%
• Federal Bank Ltd | 5.44%
• AU Small Finance Bank Ltd | 5.13%
• Eternal Ltd | 4.49%

• Equity | 99.85%
• Cash & Equivalents | 0.15%

The alpha ratio for the Invesco India Midcap Fund-Reg(IDCW) is 6.04

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 16.49

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 0.29

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 0.03

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.