• 1 Year Returns: -4.13%
• 3 Year Returns: 22.29%
• 5 Year Returns: 20.02%

• Specialized Finance | 16.28%
• Private Banks | 11.42%
• Labs & Life Sciences Services | 9.88%
• Retail - Online | 9.87%
• Pharmaceuticals | 7.21%

• Federal Bank Ltd | 5.75%
• AU Small Finance Bank Ltd | 5.67%
• L&T Finance Ltd | 5.26%
• Swiggy Ltd | 5.14%
• BSE Ltd | 4.41%

• Equity | 97.99%
• Cash & Equivalents | 2.01%

The alpha ratio for the Invesco India Midcap Fund-Reg(IDCW) is 16.18

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 17.68

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 0.12

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 0.01

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.