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 | +10.11 | 0.94 | 99.2% | 89.5% | 16.8% | 6.7% |
| 3 Years | +8.58 | 0.89 | 93.8% | 86.8% | 24.8% | 17.3% |
| 5 Years | +6.98 | 0.86 | 88.9% | 82.4% | 20.4% | 14.6% |
| 7 Years | +7.69 | 0.88 | 90.2% | 83.4% | 28.3% | 22.4% |
| 10 Years | +5.70 | 0.87 | 89.4% | 82.2% | 18.3% | 13.4% |
| 12 Years | +4.50 | 0.87 | 89.4% | 82.2% | 15.0% | 11.1% |
| 15 Years | +3.35 | 0.87 | 89.4% | 82.2% | 11.8% | 8.8% |