88
Banking & FinancialStrong Buy
Invesco India Fin Services
Invesco · Direct–Growth · rank #1 of 31 by Smart Score
Data updated
Trailing returns
1 Year
12.3%
+5.4% vs index
3 Years
19.0%
+9.7% vs index
5 Years
14.5%
+4.7% vs index
Since launch
15.7%
Year-by-year performance
2021
+15.6%+2.6% vs index
2022
+14.4%-7.4% vs index
2023
+27.7%+14.7% vs index
2024
+21.4%+15.5% vs index
2025
+16.6%-1.3% vs index
2026
+1.8%+5.4% vs index
Why this score
Invesco India Fin Services scores 88/100 — the top-rated Banking & Financial fund of 31 (Strong Buy). It stands out for 5y return and 3y return — beating 96% of peers on 5y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
5Y return14.52% · 96th percentile in category
3Y return19.01% · 92nd percentile in category
Sharpe ratio0.88 · 94th percentile in category
Volatility15.33 · 85th percentile in category
Sortino ratio1.08 · 93rd percentile in category
Alpha8.33 · 85th percentile in category
Top holdings
1.ICICI Bank Ltd13.53%
2.HDFC Bank Ltd10.7%
3.Axis Bank Ltd6.7%
4.Karur Vysya Bank Ltd5.25%
5.BSE Ltd4.4%
33 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.