Invesco India Midcap Fund(G)

86.08 -0.56 (-0.65%) NAV as on 27-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.416.5134.9622.9317.5515.67
Category Avg-3.825.6538.7122.7117.5517.55
Category Best9.643.710.7014.9820.7225.23
Category Worst-0.04-8.37-24.922.631.60-18.60
SENSEX-6.328.9420.8116.7115.49-
NIFTY-6.048.6622.5016.6514.64-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202112.0210.773.9710.95
202019.0014.9016.16-21.69
2019-2.43-1.956.382.01
2018-0.06-0.044.22-9.01
20172.934.2115.1316.87

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202143.146421648.65
202024.384323226.29
20193.81562430.88
2018-5.27127272-13.01
201744.324626152.67

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
PGIM India Midcap Opp Fund-Reg(G)42.7902-Dec-1353.5935.4921.0119.5
Quant Mid Cap Fund(G)117.0421-Mar-0152.9628.5620.9712.47
Edelweiss Mid Cap Fund-Reg(G)49.0827-Dec-0740.7925.517.9711.94
Baroda Mid-cap Fund(G)17.1411-Oct-1048.2725.3816.984.87
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.8853
Semi Standard Deviation [%]0.6108
Beta [%]0.7358
Sharp Ratio [%]0.5563
R-Square [%]0.7507
Expense Ratio [%]2.1400
AVG Ratio [%]0.0714
Other Ratios
Jenson Ratio [%]0.0661
Treynor Ratio [%]0.1503
Turnover Ratio [%]0.7300
FAMA Ratio [%]0.0721
SORTINO Ratio [%]0.0990

Return Calculator

MARKET STATS As on 28/01/2022 As on 28/01/2022

17330.60 (1.29) 57890.68 (1.07)

TOP GAINERS

Company Price Change Gain (%)
Vikas EcoTech6.653.65121.67
Orient Bell439.9060.0015.79

TOP LOSERS

Company Price Change Loss (%)
H.G. Infra Engg.520.75-57.40-9.93
Mahindra Logistics598.35-61.50-9.32

Portfolio Comparison

MUTUAL FUND ACTIVITY