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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Hiten Jain

13 May 25 | 12:00 AM

66.60 -0.31 (-0.46%)

  • Underperforms

    16.74%

    Return (1Y)

    underperformed Nifty Financial Services TRI by -7.33%

  • Less Volatile

    1.20%

    Standard Deviation (1Y)

    Lower Equity - Banking by -0.01%

  • Consistent

    7/12

    Months

    Has beaten Equity - Banking

  • Value research rating

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Invesco India Financial Services Fund (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Invesco India Financial Services Fund (IDCW), has beaten by -7.33% (CAGR difference)

16.74%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Invesco India Financial Services Fund (IDCW) is Lower than by -0.01%

1.20%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It beaten its benchmark, Equity - Banking

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-1001020
JavaScript chart by amCharts 3.20.9Invesco India Financial Services Fund (IDCW) Nifty Financial Services TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-505
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition