FundLens
88
Banking & FinancialStrong Buy

Invesco India FIn Services

Invesco · Direct–Growth · rank #1 of 30 by Smart Score

Trailing returns

vs Nifty Bank (index-fund proxy)
1 Year
8.3%
+4.8% vs index
3 Years
19.2%
+9.9% vs index
5 Years
15.8%
+4.8% vs index
Since launch
15.9%

Year-by-year performance

last entry = YTD
2021
+15.6%
2022
+14.4%
2023
+27.7%
2024
+21.4%
2025
+16.6%
2026
+3.1%

Why this score

Invesco India FIn Services scores 88/100 — the top-rated Banking & Financial fund of 30 (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 return15.78% · 96th percentile in category
3Y return19.23% · 91st percentile in category
Sharpe ratio0.88 · 94th percentile in category
Volatility15.33 · 85th percentile in category
Alpha8.33 · 94th percentile in category
Sortino ratio1.09 · 89th percentile in category

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