Invesco India Growth Opportunities Fund


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Fund Name NAV Date NAV Rupee Change Percent Change
Invesco India Growth Opportunities Fund - IDCW (Payout / Reinvestment) 30/Nov/2022 27.09
0.1800
0.6689%
Invesco India Growth Opportunities Fund - Direct Plan - IDCW (Payout / Reinvestment) 30/Nov/2022 31.54
0.2200
0.7024%
Invesco India Growth Opportunities Fund - Growth 30/Nov/2022 54.69
0.3800
0.6997%
Invesco India Growth Opportunities Fund - Direct Plan - Growth 30/Nov/2022 62.76
0.4300
0.6899%

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

Fund Performance Analysis

Invesco India Growth Opportunities 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 %
2.32
2.12
Yes
No
No
12/26 0.40 / 3.94
1M Rolling Return %
-0.12
0.00
No
No
No
17/27 -1.12 / 1.04
3M Return %
4.43
3.55
Yes
No
No
10/26 -2.73 / 7.58
3M Rolling Return %
-1.58
-0.61
No
No
Yes
24/27 -3.20 / 3.45
6M Return %
13.49
12.83
Yes
No
No
13/26 6.84 / 19.42
6M Rolling Return %
0.30
1.12
No
No
No
20/27 -5.22 / 5.65
1Y Return %
6.80
7.11
No
No
No
15/26 -6.92 / 15.91
1Y Rolling Return %
19.78
25.45
No
No
Yes
25/25 19.78 / 34.50
3Y Return %
14.81
18.60
No
No
Yes
22/23 13.84 / 25.69
3Y Rolling Return %
13.64
16.08
No
No
Yes
19/21 12.46 / 21.04
5Y Return %
11.43
11.63
No
No
No
11/20 7.41 / 14.50
Standard Deviation
19.32
21.14
Yes
Yes
No
2/24 19.17 / 23.60
Semi Deviation
15.27
16.49
Yes
Yes
No
4/24 13.88 / 18.50
Max Drawdown
-26.56
-28.79
Yes
Yes
No
6/24 -35.18 / -21.85
VaR 1 Y
-18.90
-19.14
Yes
No
No
15/24 -25.03 / -15.96
Average Drawdown
-6.05
-8.45
Yes
Yes
No
2/24 -13.20 / -5.98
Sharpe Ratio
0.40
0.48
No
No
No
16/24 0.29 / 0.73
Sterling Ratio
0.34
0.39
No
No
No
16/24 0.26 / 0.59
Sortino Ratio
0.19
0.23
No
No
Yes
18/24 0.16 / 0.36
Jensen Alpha
-3.84
-1.17
No
No
Yes
17/22 -6.80 / 7.87
Treynor Ratio
0.10
0.14
No
No
Yes
20/22 0.09 / 0.25
Modigliani Square measure
15.35
18.82
No
No
Yes
19/22 13.46 / 27.34
Active Return
-0.06
-0.02
No
No
Yes
22/22 -0.06 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 30, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Invesco India Growth Opportunities Fund Performance Analysis

Invesco India Growth Opportunities Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Invesco India Growth Opportunities Fund

Top Performing Funds in Large & Mid Cap 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

Canara Robeco Emerging Equities

4 The Canara Robeco Emerging Equities is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Emerging Equities performance snapshot section. 4.88% 20.59% -25.80% -15.96% 0.58 0.27 0.48

Edelweiss Large & Mid Cap Fund

3 The Edelweiss Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Large & Mid Cap Fund performance snapshot section. 8.57% 19.44% -26.03% -16.79% 0.57 0.27 0.47

Kotak Equity Opportunities Fund

2 The Kotak Equity Opportunities Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Kotak Equity Opportunities Fund performance snapshot section. 12.22% 18.86% -28.32% -17.35% 0.57 0.26 0.49

Quant Large & Mid Cap Fund

1 The Quant Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 22 KPIs that are in top quartile. The fund has 96% 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 one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Quant Large & Mid Cap Fund performance snapshot section. 15.91% 25.69% -21.85% -21.69% 0.69 0.36 0.45

Tata Large & Mid Cap Fund

5 The Tata Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Tata Large & Mid Cap Fund performance snapshot section. 14.93% 19.35% -28.26% -17.70% 0.56 0.27 0.49

Invesco India Growth Opportunities 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 %
2.42
2.22
Yes
No
No
12/26 0.52 / 4.00
1M Rolling Return %
-0.01
0.11
No
No
No
16/27 -1.05 / 1.11
3M Return %
4.76
3.87
Yes
No
No
10/26 -2.42 / 7.98
3M Rolling Return %
-1.26
-0.31
No
No
Yes
23/27 -2.98 / 3.90
6M Return %
14.21
13.52
Yes
No
No
12/26 7.55 / 20.05
6M Rolling Return %
0.95
1.73
No
No
No
20/27 -4.81 / 6.59
1Y Return %
8.19
8.42
No
No
No
15/26 -6.10 / 17.80
1Y Rolling Return %
21.36
26.90
No
No
Yes
25/25 21.36 / 36.52
3Y Return %
16.29
19.93
No
No
Yes
22/23 14.85 / 27.13
3Y Rolling Return %
15.05
17.27
No
No
Yes
18/21 13.45 / 22.24
5Y Return %
12.88
12.79
Yes
No
No
13/20 8.17 / 15.50
Standard Deviation
19.32
21.14
Yes
Yes
No
2/24 19.17 / 23.60
Semi Deviation
15.27
16.49
Yes
Yes
No
4/24 13.88 / 18.50
Max Drawdown
-26.56
-28.79
Yes
Yes
No
6/24 -35.18 / -21.85
VaR 1 Y
-18.90
-19.14
Yes
No
No
15/24 -25.03 / -15.96
Average Drawdown
-6.05
-8.45
Yes
Yes
No
2/24 -13.20 / -5.98
Sharpe Ratio
0.40
0.48
No
No
No
16/24 0.29 / 0.73
Sterling Ratio
0.34
0.39
No
No
No
16/24 0.26 / 0.59
Sortino Ratio
0.19
0.23
No
No
Yes
18/24 0.16 / 0.36
Jensen Alpha
-3.84
-1.17
No
No
Yes
17/22 -6.80 / 7.87
Treynor Ratio
0.10
0.14
No
No
Yes
20/22 0.09 / 0.25
Modigliani Square measure
15.35
18.82
No
No
Yes
19/22 13.46 / 27.34
Active Return
-0.06
-0.02
No
No
Yes
22/22 -0.06 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 30, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Invesco India Growth Opportunities Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 2.32% 2.42%
1M Rolling Return % -0.12% -0.01%
3M Return % 4.43% 4.76%
3M Rolling Return % -1.58% -1.26%
6M Return % 13.49% 14.21%
6M Rolling Return % 0.30% 0.95%
1Y Return % 6.80% 8.19%
1Y Rolling Return % 19.78% 21.36%
3Y Return % 14.81% 16.29%
3Y Rolling Return % 13.64% 15.05%
5Y Return % 11.43% 12.88%
Standard Deviation 19.32% 19.32%
Semi Deviation 15.27% 15.27%
Max Drawdown -26.56% -26.56%
VaR 1 Y -18.90% -18.90%
Average Drawdown -6.05% -6.05%
Sharpe Ratio 0.40% 0.40%
Sterling Ratio 0.34% 0.34%
Sortino Ratio 0.19% 0.19%
Jensen Alpha -3.84% -3.84%
Treynor Ratio 0.10% 0.10%
Modigliani Square measure 15.35% 15.35%
Active Return -0.06% -0.06%

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

Annulized Returns

Invesco India Growth Opportunities Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 6.29% 19.29% 12.00% 0.00%
One Year -58.66% 128.96% 12.51% 22.15%
Three Year -10.71% 33.94% 12.41% 8.22%
Five Year -1.77% 22.43% 12.72% 0.71%
Seven Year 4.96% 21.48% 12.53% 0.00%

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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Large & Mid Cap 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 Large & Mid Cap Fund

1.09
1
2.68
6
3.37
4
6.16
4
19.42
1
14.93
2
19.35
10
13.55
3

Axis Growth Opportunities Fund

0.91
2
1.73
23
0.40
26
-2.73
26
6.84
26
-4.26
25
19.48
8

Bank Of India Large & Mid Cap Equity Fund

0.90
3
1.83
22
3.51
3
3.33
14
15.66
6
7.49
13
18.20
14
9.42
18

Union Large & Midcap Fund

0.82
4
1.94
16
1.35
20
2.67
19
11.68
17
3.22
22

Nippon India Vision Fund

0.77
5
2.20
12
1.53
17
3.03
16
11.53
18
8.18
12
17.11
17
7.59
19

Uti Core Equity Fund

0.76
6
2.93
2
2.53
11
4.08
11
14.19
9
8.81
8
19.91
7
10.55
16

Franklin India Equity Advantage Fund

0.74
7
3.13
1
3.25
7
1.31
23
7.66
25
1.54
24
16.41
18
9.47
17

Edelweiss Large & Mid Cap Fund

0.73
8
1.90
20
1.54
16
2.97
17
13.03
14
8.57
10
19.44
9
13.33
5

Dsp Equity Opportunities Fund

0.71
9
2.66
8
2.88
8
4.62
8
14.19
8
8.25
11
17.16
16
10.91
14

Mahindra Manulife Top 250 Nivesh Yojana

0.70
10
1.69
24
1.18
21
3.12
15
10.48
20
7.22
14

Invesco India Growth Opportunities Fund

0.70
11
2.40
9
2.32
12
4.43
10
13.49
13
6.80
15
14.81
22
11.43
11

Baroda Bnp Paribas Large & Mid Cap Fund

0.69
12
1.94
17
2.17
13
4.59
9
13.50
12
5.70
16

Hdfc Large And Mid Cap Fund

0.67
13
2.85
3
3.35
5
4.97
7
15.00
7
12.06
7
21.12
4
13.19
6

Sundaram Large And Midcap Fund

0.67
14
2.00
13
1.71
15
2.03
21
12.47
15
4.47
19
15.62
20
12.18
10

Idfc Core Equity Fund

0.67
15
1.98
14
2.59
10
6.68
2
16.60
4
13.11
5
18.49
12
10.84
15

Navi Large & Midcap Fund

0.67
16
2.70
5
2.69
9
4.02
12
11.84
16
8.68
9
17.79
15
11.30
13

Kotak Equity Opportunities Fund

0.62
17
1.89
21
1.46
18
3.49
13
13.56
11
12.22
6
18.86
11
12.82
7

Canara Robeco Emerging Equities

0.56
18
1.96
15
0.93
23
2.15
20
11.20
19
4.88
17
20.59
5
12.25
9

Lic Mf Large & Mid Cap Fund

0.53
19
2.28
11
0.49
25
0.49
25
8.62
24
4.31
20
16.19
19
11.33
12

Sbi Large And Midcap Fund

0.50
20
1.91
19
1.46
19
5.99
5
17.17
2
13.65
4
21.56
3
13.50
4

Motilal Oswal Large And Midcap Fund

0.50
21
2.38
10
3.27
6
6.65
3
16.98
3
4.73
18
18.35
13

Mirae Asset Emerging Bluechip Fund

0.48
22
2.82
4
3.59
2
2.82
18
9.71
22
3.82
21
20.47
6
14.33
2

Aditya Birla Sun Life Equity Advantage Fund

0.37
23
1.92
18
1.16
22
1.13
24
8.85
23
-6.92
26
13.84
23
7.41
20

Quant Large & Mid Cap Fund

0.17
24
2.68
7
3.94
1
7.58
1
16.14
5
15.91
1
25.69
1
14.50
1

Icici Prudential Large & Mid Cap Fund

0.00
26
1.64
25
1.99
14
5.17
6
13.66
10
14.32
3
21.71
2
12.66
8

Hsbc Large And Mid Cap Equity Fund

0.00
26
1.50
26
0.52
24
1.61
22
10.14
21
3.05
23
15.58
21

L&T Large And Midcap Fund

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 Large & Mid Cap Fund

1.09
1
2.71
7
3.47
4
6.41
4
20.05
1
16.20
2
20.08
13
14.62
4

Bank Of India Large & Mid Cap Equity Fund

0.90
2
1.86
22
3.59
3
3.61
15
16.30
6
8.63
14
19.46
15
10.66
17

Axis Growth Opportunities Fund

0.90
3
1.76
23
0.52
26
-2.42
26
7.55
26
-2.86
25
21.31
8

Union Large & Midcap Fund

0.85
4
2.00
15
1.48
20
3.00
19
12.45
17
4.56
23

Nippon India Vision Fund

0.78
5
2.21
12
1.57
17
3.16
17
11.79
19
8.71
13
17.70
18
8.17
20

Uti Core Equity Fund

0.76
6
2.94
2
2.58
11
4.27
12
14.60
9
9.55
10
20.58
9
11.15
16

Franklin India Equity Advantage Fund

0.75
7
3.14
1
3.31
7
1.49
23
8.04
25
2.26
24
17.34
20
10.32
18

Edelweiss Large & Mid Cap Fund

0.74
8
1.93
18
1.68
16
3.42
16
14.00
14
10.45
9
21.37
7
15.07
3

Dsp Equity Opportunities Fund

0.71
9
2.68
8
2.96
8
4.88
9
14.75
8
9.29
12
18.27
16
11.99
15

Mahindra Manulife Top 250 Nivesh Yojana

0.71
10
1.73
24
1.34
21
3.64
14
11.60
20
9.34
11

Baroda Bnp Paribas Large & Mid Cap Fund

0.70
11
1.96
17
2.29
13
4.98
8
14.35
10
7.28
16

Invesco India Growth Opportunities Fund

0.69
12
2.42
9
2.42
12
4.76
10
14.21
12
8.19
15
16.29
22
12.88
13

Hdfc Large And Mid Cap Fund

0.68
13
2.87
3
3.44
5
5.19
7
15.49
7
12.99
7
21.81
5
13.64
8

Sundaram Large And Midcap Fund

0.67
14
2.02
13
1.81
15
2.33
21
13.12
15
5.72
20
17.08
21
13.54
10

Navi Large & Midcap Fund

0.67
15
2.74
5
2.86
9
4.54
11
12.90
16
10.85
8
20.16
12
13.41
11

Idfc Core Equity Fund

0.67
16
2.00
14
2.69
10
7.00
3
17.32
4
14.47
5
19.92
14
12.23
14

Kotak Equity Opportunities Fund

0.62
17
1.91
21
1.56
18
3.80
13
14.25
11
13.60
6
20.29
11
14.15
6

Canara Robeco Emerging Equities

0.56
18
1.98
16
1.02
23
2.46
20
11.88
18
6.17
18
22.04
4
13.60
9

Lic Mf Large & Mid Cap Fund

0.54
19
2.31
11
0.61
25
0.87
25
9.44
23
5.90
19
18.08
17
13.05
12

Motilal Oswal Large And Midcap Fund

0.51
20
2.41
10
3.41
6
7.09
2
17.89
2
6.30
17
20.33
10

Sbi Large And Midcap Fund

0.51
21
1.93
20
1.53
19
6.21
5
17.63
3
14.57
4
22.47
3
14.36
5

Mirae Asset Emerging Bluechip Fund

0.48
22
2.84
4
3.67
2
3.07
18
10.26
22
4.85
21
21.68
6
15.42
2

Aditya Birla Sun Life Equity Advantage Fund

0.38
23
1.93
19
1.23
22
1.34
24
9.32
24
-6.10
26
14.85
23
8.43
19

Quant Large & Mid Cap Fund

0.17
24
2.72
6
4.00
1
7.98
1
17.08
5
17.80
1
27.13
1
15.50
1

Hsbc Large And Mid Cap Equity Fund

0.00
26
1.53
26
0.66
24
2.04
22
11.07
21
4.80
22
17.53
19

Icici Prudential Large & Mid Cap Fund

0.00
26
1.65
25
2.06
14
5.42
6
14.18
13
15.29
3
22.67
2
13.65
7

L&T Large And Midcap Fund

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 Equity Advantage Fund

-1.12
27
-3.20
27
-5.22
27
22.68
18
13.92
18

Axis Growth Opportunities Fund

-0.72
26
-2.71
26
-1.95
26
29.43
5

Franklin India Equity Advantage Fund

-0.36
23
-1.12
19
-0.47
23
25.06
14
13.36
20

Mirae Asset Emerging Bluechip Fund

-0.47
24
-1.44
21
-1.33
25
29.82
4
21.04
1

Boi Axa Large & Mid Cap Equity Fund

0.02
11
-1.57
23
1.11
15
23.60
16
15.70
12

Canara Robeco Emerging Equities

-0.21
19
-1.13
20
0.70
17
26.81
8
18.13
3

Dsp Equity Opportunities Fund

-0.06
15
-2.51
25
0.04
22
21.91
22
16.29
10

Edelweiss Large & Mid Cap Fund

-0.01
13
-0.52
12
1.20
14
25.18
12
17.36
5

Essel Large & Midcap Fund

-0.03
14
0.19
7
1.53
10
27.14
7
15.45
13

Hdfc Growth Opportunities Fund

0.34
7
0.48
5
2.52
6
30.07
3
16.75
9

Hsbc Large And Mid Cap Equity Fund

-0.22
20
-1.47
22
-0.93
24
22.76
17

Icici Prudential Large & Mid Cap Fund

0.55
5
0.92
3
3.89
4
32.70
2
17.03
7

Idfc Core Equity Fund

0.42
6
-0.39
10
1.42
11
22.50
20
13.92
17

Invesco India Growth Opportunities Fund

-0.12
17
-1.58
24
0.30
20
19.78
25
13.64
19

Kotak Equity Opportunities Fund

0.68
3
0.37
6
2.08
7
22.62
19
17.11
6

Mahindra Top 250 Nivesh Yojana

0.01
12
0.78
4
2.07
8

Nippon India Vision Fund

0.08
9
-1.07
18
0.16
21
23.82
15
14.52
16

Quant Large & Mid Cap Fund

0.90
2
3.45
1
5.65
1
34.50
1
20.83
2

Sbi Large And Midcap Fund

1.04
1
1.12
2
4.31
2
28.49
6
17.63
4

Sundaram Large And Midcap Fund

-0.26
21
-0.87
15
0.61
18
25.78
11
14.92
15

Tata Large & Mid Cap Fund

0.61
4
-0.42
11
4.25
3
22.06
21
16.92
8

Union Large & Midcap Fund

-0.19
18
-0.03
8
2.61
5
26.27
9

Uti Core Equity Fund

0.28
8
-0.97
16
0.91
16
26.16
10
14.93
14

L&T Large And Midcap Fund

-0.11
16
-0.30
9
1.64
9
20.84
24
12.46
21

Lic Mf Large & Mid Cap Fund

-0.35
22
-0.66
13
1.42
12
25.16
13
15.83
11

Motilal Oswal Large And Midcap Fund

0.06
10
-0.82
14
1.35
13
21.14
23

Baroda Bnp Paribas Large & Mid Cap Fund

-0.68
25
-1.07
17
0.48
19
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 Equity Advantage Fund

-1.05
27
-2.98
27
-4.81
27
23.85
20
14.94
19

Axis Growth Opportunities Fund

-0.60
26
-2.36
26
-1.28
26
31.41
3

Franklin India Equity Advantage Fund

-0.30
23
-0.95
19
-0.12
24
25.96
14
14.28
20

Mirae Asset Emerging Bluechip Fund

-0.38
24
-1.20
22
-0.84
25
31.14
4
22.24
1

Boi Axa Large & Mid Cap Equity Fund

0.10
14
-1.34
24
1.64
15
24.83
16
17.00
13

Canara Robeco Emerging Equities

-0.10
20
-0.83
18
1.31
16
28.35
8
19.53
3

Dsp Equity Opportunities Fund

0.02
15
-2.28
25
0.50
21
23.09
22
17.39
11

Edelweiss Large & Mid Cap Fund

0.15
11
-0.11
11
2.06
13
27.15
12
19.17
4

Essel Large & Midcap Fund

0.12
13
0.75
5
2.54
9
29.80
6
17.76
9

Hdfc Growth Opportunities Fund

0.41
7
0.66
7
2.92
7
30.90
5
17.24
12

Hsbc Large And Mid Cap Equity Fund

-0.07
19
-1.05
21
-0.09
23
24.84
15

Icici Prudential Large & Mid Cap Fund

0.62
5
1.12
4
4.33
4
33.77
2
17.95
7

Idfc Core Equity Fund

0.52
6
-0.08
10
2.03
14
23.99
19
15.31
16

Invesco India Growth Opportunities Fund

-0.01
16
-1.26
23
0.95
20
21.36
25
15.05
18

Kotak Equity Opportunities Fund

0.79
3
0.68
6
2.71
8
24.09
18
18.44
6

Mahindra Top 250 Nivesh Yojana

0.17
10
1.28
3
3.06
6

Nippon India Vision Fund

0.12
12
-0.95
20
0.41
22
24.45
17
15.11
17

Quant Large & Mid Cap Fund

1.05
2
3.90
1
6.59
1
36.52
1
21.94
2

Sbi Large And Midcap Fund

1.11
1
1.32
2
4.72
3
29.53
7
18.46
5

Sundaram Large And Midcap Fund

-0.15
21
-0.55
15
1.20
19
27.46
10
16.38
14

Tata Large & Mid Cap Fund

0.69
4
-0.14
12
4.84
2
23.06
23
17.78
8

Union Large & Midcap Fund

-0.06
18
0.28
8
3.19
5
27.62
9

Uti Core Equity Fund

0.34
8
-0.81
17
1.26
17
26.86
13
15.52
15

L&T Large And Midcap Fund

-0.02
17
-0.07
9
2.13
11
21.96
24
13.45
21

Lic Mf Large & Mid Cap Fund

-0.21
22
-0.27
13
2.20
10
27.16
11
17.68
10

Motilal Oswal Large And Midcap Fund

0.17
9
-0.43
14
2.11
12
23.28
21

Baroda Bnp Paribas Large & Mid Cap Fund

-0.53
25
-0.67
16
1.23
18
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

-25.03
24
-31.61
21
-10.26
20
23.14
23
18.50
24

Axis Growth Opportunities Fund

-18.29
11
-23.08
2
-6.68
5
19.17
1
14.46
2

Franklin India Equity Advantage Fund

-22.75
23
-35.18
24
-13.20
24
23.60
24
18.41
22

Mirae Asset Emerging Bluechip Fund

-18.13
10
-27.42
8
-9.63
19
20.67
11
15.85
10

Bank Of India Large & Mid Cap Equity Fund

-18.86
14
-25.59
3
-9.56
18
19.98
7
15.68
7

Canara Robeco Emerging Equities

-15.96
1
-25.80
4
-7.78
11
20.25
9
15.88
11

Dsp Equity Opportunities Fund

-18.38
12
-29.86
15
-10.83
23
21.55
14
16.53
12

Edelweiss Large & Mid Cap Fund

-16.79
2
-26.03
5
-5.98
1
19.79
5
15.23
3

Navi Large & Midcap Fund

-18.11
9
-31.37
20
-7.47
9
21.40
13
17.45
19

Hdfc Large And Mid Cap Fund

-21.84
22
-30.44
16
-9.39
16
22.49
21
16.74
14

Hsbc Large And Mid Cap Equity Fund

-17.86
8
-28.34
12
-7.81
12
21.01
12
16.67
13

Icici Prudential Large & Mid Cap Fund

-20.91
19
-30.73
17
-6.46
3
22.23
19
17.09
16

Idfc Core Equity Fund

-19.30
16
-31.67
22
-8.61
14
21.95
17
17.62
20

Invesco India Growth Opportunities Fund

-18.90
15
-26.56
6
-6.05
2
19.32
2
15.27
4

Kotak Equity Opportunities Fund

-17.35
6
-28.32
11
-6.97
7
19.62
4
15.40
5

Nippon India Vision Fund

-17.23
5
-29.71
14
-8.89
15
21.87
15
17.13
17

Quant Large & Mid Cap Fund

-21.69
21
-21.85
1
-6.59
4
19.85
6
13.88
1

Sbi Large And Midcap Fund

-18.76
13
-30.94
18
-10.74
22
21.92
16
17.44
18

Sundaram Large And Midcap Fund

-17.14
4
-31.37
19
-7.55
10
22.17
18
17.74
21

Tata Large & Mid Cap Fund

-17.70
7
-28.26
10
-7.11
8
20.59
10
15.57
6

Uti Core Equity Fund

-21.25
20
-33.00
23
-10.49
21
22.26
20
17.08
15

L&T Large And Midcap Fund

-19.69
17
-27.54
9
-8.48
13
19.99
8
15.79
8

Lic Mf Large & Mid Cap Fund

-16.96
3
-26.99
7
-6.86
6
19.53
3
15.81
9

Motilal Oswal Large And Midcap Fund

-20.49
18
-29.38
13
-9.49
17
23.04
22
18.48
23
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 Equity Advantage Fund

0.31
23
0.16
23
0.29
23
0.48
-3.93
18 1.07 1
0.92
19
0.09
22
13.46
22
-0.03
13

Axis Growth Opportunities Fund

0.73
1
0.34
2
0.58
2
0.46
2.49
3 0.87 21
0.92
20
0.18
2
23.04
2
-0.00
4

Franklin India Equity Advantage Fund

0.29
24
0.16
24
0.26
24
0.50
-6.80
22 1.07 2
0.96
12
0.10
21
14.51
21
-0.05
19

Mirae Asset Emerging Bluechip Fund

0.61
3
0.29
3
0.47
3
0.49
0.67
6 0.94 12
0.98
1
0.16
4
21.69
4
-0.01
7

Bank Of India Large & Mid Cap Equity Fund

0.48
13
0.23
12
0.41
10
0.48
1.06
5 0.91 16
0.93
18
0.14
12
18.37
12
-0.01
6

Canara Robeco Emerging Equities

0.58
4
0.27
6
0.47
4
0.48
1.78
4 0.90 17
0.96
7
0.18
3
22.76
3
-0.00
5

Dsp Equity Opportunities Fund

0.44
15
0.22
14
0.36
14
0.49
-4.06
19 0.97 10
0.96
5
0.12
16
16.73
16
-0.05
18

Edelweiss Large & Mid Cap Fund

0.57
6
0.27
5
0.45
5
0.47
-0.06
8 0.89 19
0.96
6
0.15
7
20.76
6
-0.02
11

Navi Large & Midcap Fund

0.45
14
0.21
15
0.35
15
0.49
-1.06
11 0.99 6
0.90
21
0.12
17
15.98
18
-0.01
10

Hdfc Large And Mid Cap Fund

0.49
12
0.25
8
0.39
13
0.47
-0.67
10 1.00 4
0.96
11
0.15
8
20.12
8
-0.01
9

Hsbc Large And Mid Cap Equity Fund

0.39
18
0.19
19
0.34
17
0.48
-4.13
20 0.93 14
0.97
3
0.11
18
16.54
17
-0.06
20

Icici Prudential Large & Mid Cap Fund

0.50
11
0.24
10
0.39
12
0.48
-0.28
9 0.98 7
0.93
17
0.16
6
20.22
7
-0.01
8

Idfc Core Equity Fund

0.37
22
0.18
22
0.31
22
0.49
-3.69
16 0.98 9
0.97
4
0.12
15
17.16
15
-0.04
16

Invesco India Growth Opportunities Fund

0.40
16
0.19
18
0.34
16
0.49
-3.84
17 0.89 18
0.95
15
0.10
20
15.35
19
-0.06
22

Kotak Equity Opportunities Fund

0.57
5
0.26
7
0.42
8
0.49
3.26
2 0.92 15
0.94
16
0.15
9
19.95
9
0.02
2

Nippon India Vision Fund

0.37
21
0.19
20
0.33
20
0.47
-3.25
15 0.96 11
0.98
2
0.13
14
17.62
14
-0.04
15

Quant Large & Mid Cap Fund

0.69
2
0.36
1
0.59
1
0.45
7.87
1 0.77 22
0.76
22
0.25
1
27.34
1
0.03
1

Sbi Large And Midcap Fund

0.54
8
0.25
9
0.41
9
0.49
0.20
7 0.98 8
0.95
14
0.16
5
20.88
5
-0.00
3

Sundaram Large And Midcap Fund

0.39
17
0.19
17
0.33
18
0.48
-5.51
21 0.99 5
0.95
13
0.11
19
15.30
20
-0.06
21

Tata Large & Mid Cap Fund

0.56
7
0.27
4
0.43
6
0.49
-1.55
12 0.93 13
0.96
9
0.14
10
19.16
10
-0.03
14

Uti Core Equity Fund

0.38
19
0.20
16
0.31
21
0.49
-2.77
14 1.01 3
0.96
8
0.13
13
18.11
13
-0.03
12

L&T Large And Midcap Fund

0.37
20
0.18
21
0.33
19
0.49

Lic Mf Large & Mid Cap Fund

0.50
10
0.23
13
0.40
11
0.48
-1.56
13 0.87 20
0.96
11
0.14
11
19.03
11
-0.04
17

Motilal Oswal Large And Midcap Fund

0.51
9
0.24
11
0.43
7
0.49

Invesco India Growth Opportunities Fund Additional Return Analysis

Invesco India Growth Opportunities 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 1007.00 1023.97 1023.20 1044.30 1134.88 1067.96 1513.28 1718.19
Direct Plan Value of 1000 Rupee 1006.90 1024.15 1024.15 1047.57 1142.13 1081.88 1572.54 1832.94
Fund Information
Fund Launch Date: 09/Jul/2007
Fund Category: Large & Mid Cap Fund
Investment Objective: To generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
Fund Description: An open ended equity scheme investing in both large cap and mid cap stocks
Fund Benchmark: S&P BSE 250 Large Midcap 65:35 Total Return Index
Source: Fund FactSheet


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