84
Large & Mid CapStrong Buy
Invesco India Large And Mid Cap
Invesco · Direct–Growth · rank #1 of 36 by Smart Score
Data updated
Trailing returns
1 Year
0.8%
+4.1% vs index
3 Years
20.4%
5 Years
15.0%
Since launch
17.3%
Year-by-year performance
2021
+31.4%—
2022
+0.9%—
2023
+33.2%—
2024
+39.1%+20.6% vs index
2025
+5.9%-2.5% vs index
2026
+4.4%+9.5% vs index
Why this score
Invesco India Large And Mid Cap scores 84/100 — the top-rated Large & Mid Cap fund of 36 (Strong Buy). It stands out for 3y return and 5y return — beating 98% of peers on 3y return. The main drag is its volatility (better than only 8% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return20.38% · 98th percentile in category
5Y return14.97% · 94th percentile in category
Sharpe ratio0.85 · 98th percentile in category
Volatility18.89 · 8th percentile in category
Sortino ratio1.16 · 98th percentile in category
Alpha9.07 · 98th percentile in category
Top holdings
1.Interglobe Aviation Ltd8.27%
2.Zomato Ltd8.18%
3.ICICI Bank Ltd7.17%
4.Max Healthcare Institute Ltd6.67%
5.Sai Life Sciences Ltd.5.36%
44 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.