FundLens
83
Large & Mid CapStrong Buy

Invesco India Large And Mid Cap

Invesco · Direct–Growth · rank #1 of 34 by Smart Score

Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)
1 Year
8.5%
+6.0% vs index
3 Years
24.6%
5 Years
18.6%
Since launch
18.1%

Year-by-year performance

last entry = YTD
2021
+31.4%
2022
+0.9%
2023
+33.2%
2024
+39.1%
2025
+5.9%
2026
+9.6%

Why this score

Invesco India Large And Mid Cap scores 83/100 — the top-rated Large & Mid Cap fund of 34 (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 11% of peers).

Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.

3Y return24.63% · 98th percentile in category
5Y return18.59% · 94th percentile in category
Sharpe ratio0.96 · 95th percentile in category
Volatility18.12 · 11th percentile in category
Sortino ratio1.55 · 98th percentile in category
Alpha5.22 · 92nd percentile in category

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