83
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
11.3%
+5.9% vs index
3 Years
23.5%
5 Years
17.9%
Since launch
18.0%
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
+10.7%+11.1% vs index
Why this score
Invesco India Large And Mid Cap scores 83/100 — 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 11% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return23.53% · 98th percentile in category
5Y return17.88% · 94th percentile in category
Sharpe ratio0.96 · 95th percentile in category
Volatility18.12 · 11th percentile in category
Sortino ratio1.44 · 98th percentile in category
Alpha5.22 · 92nd percentile in category
Top holdings
1.Zomato Ltd8.02%
2.Max Healthcare Institute Ltd7.39%
3.Interglobe Aviation Ltd7.07%
4.ICICI Bank Ltd7.06%
5.Prestige Estates Projects Ltd5.18%
40 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.