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 | +6.97 | 0.92 | 95.7% | 88.8% | 11.9% | 4.8% |
| 3 Years | +6.91 | 0.89 | 91.8% | 85.7% | 27.0% | 21.8% |
| 5 Years | +7.59 | 0.85 | 88.3% | 81.5% | 24.6% | 18.8% |
| 7 Years | +7.75 | 0.88 | 89.4% | 82.4% | 23.8% | 17.4% |
| 10 Years | +5.11 | 0.87 | 88.9% | 82.0% | 16.7% | 12.3% |
| 12 Years | +4.02 | 0.87 | 88.9% | 82.0% | 13.7% | 10.2% |
| 15 Years | +2.98 | 0.87 | 88.9% | 82.0% | 10.8% | 8.1% |