87
Banking & FinancialStrong Buy
Invesco India Fin Services
Invesco · Direct–Growth · rank #1 of 31 by Smart Score
Data updated
Trailing returns
1 Year
1.0%
+3.5% vs index
3 Years
16.0%
+7.3% vs index
5 Years
12.4%
+4.6% vs index
Since launch
15.2%
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
-2.3%+3.6% vs index
Why this score
Invesco India Fin Services scores 87/100 — 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 return12.45% · 96th percentile in category
3Y return15.96% · 92nd percentile in category
Sharpe ratio0.67 · 94th percentile in category
Sortino ratio0.80 · 93rd percentile in category
Alpha6.52 · 90th percentile in category
Volatility16.05 · 77th percentile in category
Top holdings
1.ICICI Bank Ltd12.84%
2.Axis Bank Ltd6.95%
3.HDFC Bank Ltd5.98%
4.Karur Vysya Bank Ltd5.13%
5.Multi Commodity Exchange Of India Ltd4.63%
34 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.