FundLens
79
Large CapStrong Buy

Invesco India Large Cap

Invesco · Direct–Growth · rank #1 of 35 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
7.2%
+9.1% vs index
3 Years
15.2%
+7.0% vs index
5 Years
12.3%
+4.5% vs index
Since launch
15.0%

Year-by-year performance

last entry = YTD
2021
+34.4%
2022
-1.5%
2023
+29.6%
2024
+21.7%
2025
+6.9%
2026
+3.5%

Why this score

Invesco India Large Cap scores 79/100 — the top-rated Large Cap fund of 35 (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 Cap peers — a longer bar beats more of the category.

3Y return15.22% · 98th percentile in category
5Y return12.34% · 95th percentile in category
Volatility15.74 · 8th percentile in category
Sharpe ratio0.65 · 83rd percentile in category
Sortino ratio0.82 · 98th percentile in category
Alpha3.21 · 89th percentile in category

Top holdings

top 5 = 34.7% of portfolio
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.

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