Invesco India Financial Services Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
Invesco India Financial Services Fund - Regular Plan - IDCW (Payout / Reinvestment) 31/May/2023 44.07
-0.1400
-0.3167%
Invesco India Financial Services Fund - Direct Plan - IDCW (Payout / Reinvestment) 31/May/2023 51.72
-0.1600
-0.3084%
Invesco India Financial Services Fund - Retail Growth 31/May/2023 86.41
-0.2800
-0.3230%
Invesco India Financial Services Fund - Direct Plan - Growth 31/May/2023 100.41
-0.3200
-0.3177%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Invesco India Financial Services Fund Analysis

Bmsmoney Banking and Financial Fund Category Rank: 8

Invesco India Financial Services Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
4.11
3.92
Yes
No
No
6/15 2.54 / 5.72
1M Rolling Return %
2.27
2.20
Yes
No
No
6/15 1.69 / 2.85
3M Return %
10.44
10.11
Yes
No
No
5/15 8.66 / 11.60
3M Rolling Return %
4.79
4.54
Yes
No
No
6/15 3.42 / 5.63
6M Return %
3.24
2.88
Yes
No
No
8/15 0.46 / 4.92
6M Rolling Return %
3.55
3.78
No
No
No
9/15 1.72 / 5.31
1Y Return %
20.80
21.30
No
No
No
9/15 16.03 / 25.89
1Y Rolling Return %
9.91
10.87
No
No
No
8/12 7.53 / 17.69
3Y Return %
23.95
26.33
No
No
Yes
9/12 22.94 / 35.15
3Y Rolling Return %
11.53
10.32
Yes
Yes
No
3/12 6.92 / 13.10
5Y Return %
9.90
9.57
Yes
No
No
5/11 6.07 / 11.86
Standard Deviation
22.15
23.72
Yes
Yes
No
2/12 22.12 / 26.05
Semi Deviation
13.96
14.65
Yes
Yes
No
2/12 13.76 / 15.93
Max Drawdown
-18.28
-16.48
No
No
Yes
12/12 -18.28 / -12.63
VaR 1 Y
-23.19
-23.89
Yes
No
No
5/12 -25.75 / -21.96
Average Drawdown
-6.30
-6.77
Yes
No
No
5/12 -8.52 / -5.68
Sharpe Ratio
0.77
0.78
No
No
No
6/12 0.62 / 1.00
Sterling Ratio
0.90
1.03
No
No
Yes
9/12 0.85 / 1.51
Sortino Ratio
0.49
0.51
No
No
No
8/12 0.39 / 0.63
Jensen Alpha
1.83
1.38
Yes
No
No
4/12 -2.37 / 5.61
Treynor Ratio
0.20
0.20
No
No
No
7/12 0.16 / 0.28
Modigliani Square measure
28.47
28.49
No
No
No
5/12 23.89 / 35.77
Active Return
-0.02
-0.01
No
No
No
7/12 -0.05 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : May 31, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Invesco India Financial Services Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Invesco India Financial Services Fund

Top Performing Funds in Banking and Financial Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Nippon India Banking & Financial Services Fund

3 The Nippon India Banking & Financial Services Fund is a Banking and Financial. In the Banking and Financial category there are 16 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Nippon India Banking & Financial Services Fund performance snapshot section. 24.67% 35.15% -12.63% -25.69% 1.00 0.63 0.41

Sundaram Financial Services Fund

1 The Sundaram Financial Services Fund is a Banking and Financial. In the Banking and Financial category there are 16 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Sundaram Financial Services Fund performance snapshot section. 24.45% 27.73% -15.58% -21.98% 0.85 0.57 0.42

Lic Mf Banking And Financial Services Fund

2 The Lic Mf Banking And Financial Services Fund is a Banking and Financial. In the Banking and Financial category there are 16 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Lic Mf Banking And Financial Services Fund performance snapshot section. 25.89% 24.04% -15.28% -23.76% 0.76 0.51 0.41

Invesco India Financial Services Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
4.24
4.04
Yes
No
No
6/15 2.74 / 5.80
1M Rolling Return %
2.39
2.31
Yes
No
No
6/15 1.73 / 2.99
3M Return %
10.83
10.47
Yes
No
No
5/15 9.10 / 11.88
3M Rolling Return %
5.16
4.87
Yes
No
No
6/15 3.63 / 6.06
6M Return %
3.94
3.53
Yes
No
No
8/15 1.51 / 5.34
6M Rolling Return %
4.28
4.45
No
No
No
8/15 2.30 / 6.21
1Y Return %
22.48
22.84
No
No
No
9/15 17.83 / 27.47
1Y Rolling Return %
11.44
12.11
No
No
No
8/12 8.59 / 18.70
3Y Return %
25.61
27.72
No
No
Yes
9/12 24.17 / 36.19
3Y Rolling Return %
12.99
11.50
Yes
Yes
No
3/12 8.03 / 14.33
5Y Return %
11.41
10.74
Yes
No
No
5/11 7.19 / 13.14
Standard Deviation
22.15
23.72
Yes
Yes
No
2/12 22.12 / 26.05
Semi Deviation
13.96
14.65
Yes
Yes
No
2/12 13.76 / 15.93
Max Drawdown
-18.28
-16.48
No
No
Yes
12/12 -18.28 / -12.63
VaR 1 Y
-23.19
-23.89
Yes
No
No
5/12 -25.75 / -21.96
Average Drawdown
-6.30
-6.77
Yes
No
No
5/12 -8.52 / -5.68
Sharpe Ratio
0.77
0.78
No
No
No
6/12 0.62 / 1.00
Sterling Ratio
0.90
1.03
No
No
Yes
9/12 0.85 / 1.51
Sortino Ratio
0.49
0.51
No
No
No
8/12 0.39 / 0.63
Jensen Alpha
1.83
1.38
Yes
No
No
4/12 -2.37 / 5.61
Treynor Ratio
0.20
0.20
No
No
No
7/12 0.16 / 0.28
Modigliani Square measure
28.47
28.49
No
No
No
5/12 23.89 / 35.77
Active Return
-0.02
-0.01
No
No
No
7/12 -0.05 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : May 31, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Invesco India Financial Services Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 4.11% 4.24%
1M Rolling Return % 2.27% 2.39%
3M Return % 10.44% 10.83%
3M Rolling Return % 4.79% 5.16%
6M Return % 3.24% 3.94%
6M Rolling Return % 3.55% 4.28%
1Y Return % 20.80% 22.48%
1Y Rolling Return % 9.91% 11.44%
3Y Return % 23.95% 25.61%
3Y Rolling Return % 11.53% 12.99%
5Y Return % 9.90% 11.41%
Standard Deviation 22.15% 22.15%
Semi Deviation 13.96% 13.96%
Max Drawdown -18.28% -18.28%
VaR 1 Y -23.19% -23.19%
Average Drawdown -6.30% -6.30%
Sharpe Ratio 0.77% 0.77%
Sterling Ratio 0.90% 0.90%
Sortino Ratio 0.49% 0.49%
Jensen Alpha 1.83% 1.83%
Treynor Ratio 0.20% 0.20%
Modigliani Square measure 28.47% 28.47%
Active Return -0.02% -0.02%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Banking and Financial Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Tata Banking & Financial Services Fund

-0.20
1
2.08
1
4.43
4
9.83
11
4.01
3
25.39
2
23.69
10
10.76
4

Taurus Banking & Financial Services Fund

-0.22
2
1.33
7
3.22
13
10.64
4
2.28
11
23.70
5
25.34
6
11.44
2

Sbi Banking & Financial Services Fund

-0.25
3
1.57
3
3.23
12
10.02
10
1.58
13
16.47
14
24.21
7
11.00
3

Invesco India Financial Services Fund

-0.32
4
1.43
5
4.11
6
10.44
5
3.24
8
20.80
9
23.95
9
9.90
5

Aditya Birla Sun Life Banking And Financial Services Fund

-0.39
5
1.61
2
5.11
2
11.60
1
3.69
5
21.53
8
29.55
2
8.68
8

Baroda Bnp Paribas Banking & Financial Services Fund

-0.45
6
1.43
6
2.94
14
9.00
13
1.05
14
17.66
13
23.23
11
8.45
9

Mirae Asset Banking And Financial Services Fund

-0.45
7
1.26
8
3.97
8
10.37
6
3.38
7
21.66
7

Idbi Banking & Financial Services Fund

-0.47
8
1.10
13
3.38
11
10.29
7
2.51
10
18.96
12
22.94
12

Uti Banking And Financial Services Fund

-0.50
9
0.99
14
3.63
10
9.04
12
1.65
12
20.09
10
27.11
5
6.07
11

Nippon India Banking & Financial Services Fund

-0.52
10
1.50
4
5.72
1
11.38
2
4.92
1
24.67
3
35.15
1
9.62
6

Icici Prudential Banking & Financial Services Fund

-0.62
11
1.22
10
4.52
3
10.28
8
3.58
6
19.09
11
29.02
3
9.22
7

Sundaram Financial Services Fund

-0.64
12
1.11
12
3.98
7
11.13
3
4.43
2
24.45
4
27.73
4
11.86
1

Iti Banking And Financial Services Fund

-0.68
13
1.25
9
2.54
15
8.97
14
0.46
15
16.03
15

Hdfc Banking & Financial Services Fund

-0.68
14
1.14
11
3.64
9
10.05
9
3.85
4
23.17
6

Lic Mf Banking And Financial Services Fund

-0.68
15
0.22
15
4.40
5
8.66
15
2.61
9
25.89
1
24.04
8
8.25
10
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Tata Banking & Financial Services Fund

-0.20
1
2.11
1
4.57
4
10.27
11
4.84
3
27.47
1
25.67
8
12.54
2

Taurus Banking & Financial Services Fund

-0.22
2
1.35
7
3.31
13
10.90
4
2.71
11
24.67
6
26.34
6
12.31
3

Sbi Banking & Financial Services Fund

-0.25
3
1.59
3
3.34
12
10.36
10
2.17
13
17.83
15
25.69
7
12.31
4

Invesco India Financial Services Fund

-0.32
4
1.45
5
4.24
6
10.83
5
3.94
8
22.48
9
25.61
9
11.41
5

Aditya Birla Sun Life Banking And Financial Services Fund

-0.40
5
1.61
2
5.21
2
11.88
1
4.19
6
22.71
8
30.86
2
9.80
8

Baroda Bnp Paribas Banking & Financial Services Fund

-0.45
6
1.45
6
3.04
14
9.27
14
1.54
14
18.79
13
24.32
11
9.32
10

Mirae Asset Banking And Financial Services Fund

-0.45
7
1.29
8
4.12
7
10.82
6
4.19
5
23.57
7

Uti Banking And Financial Services Fund

-0.50
8
1.01
14
3.72
10
9.33
13
2.21
12
21.44
10
28.50
5
7.19
11

Idbi Banking & Financial Services Fund

-0.51
9
1.16
12
3.50
11
10.59
7
3.03
10
20.09
12
24.17
12

Nippon India Banking & Financial Services Fund

-0.52
10
1.52
4
5.80
1
11.59
2
5.33
2
25.74
4
36.19
1
10.43
6

Icici Prudential Banking & Financial Services Fund

-0.62
11
1.23
10
4.60
3
10.51
8
4.03
7
20.13
11
30.14
3
10.22
7

Sundaram Financial Services Fund

-0.64
12
1.13
13
4.11
8
11.58
3
5.34
1
26.44
3
29.59
4
13.14
1

Iti Banking And Financial Services Fund

-0.67
13
1.28
9
2.74
15
9.55
12
1.51
15
18.58
14

Hdfc Banking & Financial Services Fund

-0.68
14
1.17
11
3.78
9
10.48
9
4.70
4
25.14
5

Lic Mf Banking And Financial Services Fund

-0.68
15
0.24
15
4.49
5
9.10
15
3.30
9
27.45
2
25.57
10
9.50
9
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Banking And Financial Services Fund

1.96
13
4.19
10
3.02
11
9.65
9
10.34
7

Icici Prudential Banking & Financial Services Fund

2.35
4
4.13
11
3.69
8
10.62
6
10.58
6

Idbi Banking & Financial Services Fund

1.69
15
3.42
15
2.75
13
7.53
12
8.81
10

Invesco India Financial Services Fund

2.27
6
4.79
6
3.55
9
9.91
8
11.53
3

Nippon India Banking Fund

2.13
8
4.93
5
4.63
5
17.69
1
10.21
8

Sbi Banking & Financial Services Fund

1.70
14
3.43
14
1.72
15
8.52
10
12.39
2

Sundaram Financial Services Opportunities Fund

2.30
5
5.63
1
5.28
2
12.39
3
13.10
1

Tata Banking & Financial Services Fund

2.85
1
5.19
4
4.96
4
11.31
5
11.11
5

Uti Banking And Financial Services Fund

2.02
11
4.49
8
3.04
10
10.49
7
6.92
12

Taurus Banking & Financial Services Fund

2.75
2
5.53
2
5.15
3
11.49
4
11.34
4

Lic Mf Banking And Financial Services Fund

2.01
12
4.49
9
4.49
6
12.55
2
8.71
11

Mirae Asset Banking And Financial Services Fund

2.22
7
4.77
7
3.99
7

Hdfc Banking & Financial Services Fund

2.59
3
5.25
3
5.31
1

Iti Banking And Financial Services Fund

2.07
10
4.06
12
2.75
12

Baroda Bnp Paribas Banking & Financial Services Fund

2.12
9
3.78
13
2.42
14
8.28
11
8.86
9
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Banking And Financial Services Fund

2.04
13
4.42
11
3.52
12
10.74
9
11.49
7

Icici Prudential Banking & Financial Services Fund

2.43
5
4.36
12
4.14
9
11.54
7
11.56
6

Idbi Banking & Financial Services Fund

1.73
15
3.63
15
3.33
13
8.59
12
10.06
9

Invesco India Financial Services Fund

2.39
6
5.16
6
4.28
8
11.44
8
12.99
3

Nippon India Banking Fund

2.22
9
5.11
7
5.07
6
18.70
1
11.03
8

Sbi Banking & Financial Services Fund

1.79
14
3.74
14
2.30
15
9.79
10
13.73
2

Sundaram Financial Services Opportunities Fund

2.44
4
6.06
1
6.21
1
14.04
2
14.33
1

Tata Banking & Financial Services Fund

2.99
1
5.64
4
5.82
3
13.19
4
12.89
4

Uti Banking And Financial Services Fund

2.12
11
4.77
9
3.62
11
11.76
6
8.03
12

Taurus Banking & Financial Services Fund

2.83
2
5.75
2
5.54
4
12.34
5
12.20
5

Lic Mf Banking And Financial Services Fund

2.11
12
4.87
8
5.08
5
13.92
3
9.93
10

Mirae Asset Banking And Financial Services Fund

2.35
7
5.18
5
4.80
7

Hdfc Banking & Financial Services Fund

2.73
3
5.68
3
6.17
2

Iti Banking And Financial Services Fund

2.25
8
4.60
10
3.89
10

Baroda Bnp Paribas Banking & Financial Services Fund

2.20
10
4.03
13
2.92
14
9.28
11
9.72
11
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Banking And Financial Services Fund

-24.66
8
-18.05
10
-8.52
12
26.05
12
15.92
11

Icici Prudential Banking & Financial Services Fund

-24.03
7
-15.10
2
-7.02
9
23.92
9
14.74
8

Idbi Banking & Financial Services Fund

-22.44
3
-18.14
11
-6.68
7
23.35
6
14.16
4

Invesco India Financial Services Fund

-23.19
5
-18.28
12
-6.30
5
22.15
2
13.96
2

Nippon India Banking & Financial Services Fund

-25.69
11
-12.63
1
-6.16
3
25.42
11
15.93
12

Sbi Banking & Financial Services Fund

-21.96
1
-16.09
5
-6.41
6
23.04
4
14.28
5

Sundaram Financial Services Fund

-21.98
2
-15.58
4
-6.28
4
23.62
8
14.33
6

Tata Banking & Financial Services Fund

-22.91
4
-18.02
9
-5.76
2
22.12
1
13.76
1

Uti Banking And Financial Services Fund

-25.07
9
-17.03
7
-6.99
8
25.16
10
15.39
10

Taurus Banking & Financial Services Fund

-25.23
10
-17.33
8
-7.21
10
23.21
5
14.54
7

Lic Mf Banking And Financial Services Fund

-23.76
6
-15.28
3
-5.68
1
23.03
3
13.96
3

Baroda Bnp Paribas Banking & Financial Services Fund

-25.75
12
-16.19
6
-8.26
11
23.57
7
14.88
9
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Banking And Financial Services Fund

0.78
5
0.52
5
1.03
5
0.43
1.19
7 1.02 1
0.95
6
0.20
5
27.56
9
0.02
3

Icici Prudential Banking & Financial Services Fund

0.88
2
0.57
2
1.18
2
0.41
4.79
2 0.91 7
0.90
12
0.23
2
30.69
2
0.03
2

Idbi Banking & Financial Services Fund

0.67
11
0.45
11
0.85
12
0.41
-1.49
11 0.93 4
0.98
1
0.17
11
25.29
11
-0.03
10

Invesco India Financial Services Fund

0.77
6
0.49
8
0.90
9
0.38
1.83
4 0.87 11
0.95
7
0.20
7
28.47
5
-0.02
7

Nippon India Banking & Financial Services Fund

1.00
1
0.63
1
1.51
1
0.41
5.61
1 0.92 6
0.92
11
0.28
1
35.77
1
0.03
1

Sbi Banking & Financial Services Fund

0.73
10
0.47
10
0.97
7
0.41
0.76
9 0.90 9
0.94
10
0.19
10
27.10
10
-0.02
8

Sundaram Financial Services Fund

0.85
3
0.57
3
1.12
3
0.42
3.10
3 0.94 3
0.98
2
0.21
3
30.04
3
0.02
4

Tata Banking & Financial Services Fund

0.76
8
0.49
7
0.89
10
0.38
1.33
6 0.87 10
0.96
5
0.19
9
28.00
6
-0.02
9

Uti Banking And Financial Services Fund

0.79
4
0.52
4
1.05
4
0.42
1.18
8 1.00 2
0.97
3
0.20
6
27.91
8
0.01
5

Taurus Banking & Financial Services Fund

0.74
9
0.48
9
0.94
8
0.41
-0.85
10 0.86 12
0.97
4
0.20
4
29.21
4
-0.05
12

Lic Mf Banking And Financial Services Fund

0.76
7
0.51
6
1.03
6
0.41
1.43
5 0.90 8
0.95
9
0.19
8
27.92
7
-0.01
6

Baroda Bnp Paribas Banking & Financial Services Fund

0.62
12
0.39
12
0.87
11
0.42
-2.37
12 0.92 5
0.95
8
0.16
12
23.89
12
-0.04
11

Invesco India Financial Services Fund Additional Return Analysis

Invesco India Financial Services Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 996.77 1014.32 1041.08 1104.42 1032.38 1208.02 1904.14 1603.45
Direct Plan Value of 1000 Rupee 996.82 1014.55 1042.35 1108.28 1039.44 1224.81 1981.65 1716.70
Fund Information
Fund Launch Date: 19/May/2008
Fund Category: Banking and Financial Fund
Investment Objective: To generate capital appreciation from a portfolio of Equity and Equity Related Instruments of companies engaged in the business of banking and financial services.
Fund Description: An open ended equity scheme investing in financial services sector
Fund Benchmark: Nifty Financial Services Total Return Index
Source: Fund FactSheet


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फायदा:

  1.     विविधता
  2.     व्यावसायिक प्रबंधन
  3.     पैमाने की अर्थव्यवस्थाएं (ईकानमी ऑफ स्केल)
  4.     तरलता (लिक्विडिटी)
  5.     विभिन्न प्रकार के निवेश विकल्प
  6.     स्वत: पुनर्निवेश

नुकसान:

  1.     शुल्क और व्यय
  2.     रिटर्न की कोई गारंटी नहीं
  3.     सीमित नियंत्रण
  4.     अंडरपरफॉर्मेंस की संभावना
  5.     कर (टैक्स)

 

  • The Treynor Ratio is a performance metric for mutual funds, measuring returns earned above a risk-free investment per unit of market risk.
  • Advantages include risk-adjusted performance evaluation, simplicity, and usefulness for diversified portfolios.
  • Disadvantages involve ignoring unsystematic risk, dependence on beta accuracy, and lack of consideration for current market conditions.
  • The Treynor Ratio is a valuable tool for informed investment decisions but should not be used in isolation.

  • The Sortino Ratio is a risk-adjusted performance measure that evaluates mutual funds based on their downside volatility.
  • It emphasizes downside risk, making it useful for risk-averse investors concerned about capital preservation.
  • The Sortino Ratio helps investors choose funds aligned with their risk tolerance and investment goals.
  • It identifies consistent performers with better risk-adjusted returns.
  • However, the Sortino Ratio neglects the upside potential of investments.