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Invesco India Largecap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Large Cap Fund
Fund House : Invesco Mutual Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
Should you invest in this fund? - Fund performance is deteriorating and now below average compared to similar funds in the Large Cap Fund. Existing investors can consider switching/changing their investments from this fund.

Returns (NAV as on 11th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 04-Jun-21 10077.90 0.78% - 1.04% 26/32
1 Month 11-May-21 10758.50 7.58% - 6.42% 2/32
3 Month 10-Mar-21 10623.30 6.23% - 4.91% 5/32
6 Month 11-Dec-20 11854.90 18.55% - 18.21% 13/31
YTD 01-Jan-21 11438.60 14.39% - 14.38% 14/32
1 Year 11-Jun-20 15438.90 54.39% 54.39% 57.80% 22/29
2 Year 11-Jun-19 13617.20 36.17% 16.67% 16.69% 16/29
3 Year 11-Jun-18 14646.90 46.47% 13.55% 13.84% 15/28
5 Year 10-Jun-16 19842.10 98.42% 14.67% 14.57% 12/27
Since Inception 02-Jan-13 33513.70 235.14% 15.40% 15.59% 9/32

SIP Returns (NAV as on 11th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 11-Jun-20 12000 14860.15 23.83 % 46.93 %
2 Year 11-Jun-19 24000 31980.33 33.25 % 30.3 %
3 Year 11-Jun-18 36000 49611.18 37.81 % 21.96 %
5 Year 10-Jun-16 60000 90533.75 50.89 % 16.46 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.39% 7.58% 6.23% 18.55% 14.65% 54.39% 16.67% 13.55% 14.67%
Nifty 50 0.39% 6.39% 4.12% 16.91% 13.00% 59.56% 14.89% 13.55% 14.08%
Benchmark: Nifty 50 TRI 0.42% 6.73% 4.54% 17.63% 13.67% 61.49% 16.34% 14.99% 15.54%
Category Average 0.28% 6.42% 4.91% 18.21% 14.38% 57.80% 16.69% 13.84% 14.57%
Category Rank 5/32 2/32 5/32 13/31 14/32 22/29 16/29 15/28 12/27
Best in Category 0.57% 7.86% 6.77% 25.20% 23.13% 65.99% 23.11% 18.98% 18.47%
Worst in Category -0.15% 5.21% 2.68% 10.13% 8.61% 39.80% 11.32% 10.38% 10.38%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2020 24.01% 24.82% 24.78% 12.86%
Q4 - 2020 16.64% 22.46% 22.04% 13.41%
Q1 - 2017 11.71% 12.16% 12.85% 13.32%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2020 -25.81% -29.43% -28.89% -24.05%
Q3 - 2019 -1.93% -3.30% -2.88% 1.68%
Q4 - 2016 -6.36% -6.39% -6.71% -6.2%

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