Benchmark Comparison Data · vs NIFTY SMALLCAP 250
Benchmark Comparison Data
vs NIFTY SMALLCAP 250
Invesco India Small Cap Fund Direct · Growth
Fund vs NIFTY SMALLCAP 250
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.97 | 0.91 | 94.7% | 85.6% | 6.2% | -3.7% |
| 3 Years | +9.14 | 0.90 | 94.0% | 86.1% | 20.3% | 11.7% |
| 5 Years | +6.71 | 0.86 | 88.9% | 82.5% | 18.0% | 12.1% |
| 7 Years | +6.88 | 0.88 | 89.6% | 83.3% | 25.0% | 19.7% |
| 10 Years | +5.90 | 0.87 | 89.1% | 81.8% | 17.6% | 12.5% |
| 12 Years | +4.66 | 0.87 | 89.1% | 81.8% | 14.5% | 10.3% |
| 15 Years | +3.47 | 0.87 | 89.1% | 81.8% | 11.4% | 8.2% |