Invesco Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.77%
AUM
₹113.37 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-54.76%
Poor
6 Months
-14.79%
Poor
1 Year
-3.36%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 5 quarters

AUM Metrics

Key indicators

Current AUM
₹113.37 Cr
Recent Trend
Declining
Stability Score
21.8
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+92.18%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A

Growth Assessment: Excellent Growth

• Strong investor confidence with high inflows

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
16.10%
Annualized standard deviation
Sharpe Ratio
-0.624
Very Poor - Risk-adjusted return
Max Drawdown
-21.60%
High - Worst decline
Consistency
54.5%
Performance consistency

Volatility Breakdown

Daily Volatility
1.01%
Average daily price movement
Annualized Volatility
16.10%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance