Know Your PMS · Monthly tearsheet
Invesco India Large Cap Core Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202668 months filedBM: NIFTY50TRIBM: BenchmarkBM: NSE Nifty 50 TRI
CAGR
8.89%
Total return
62.03%
Max drawdown
-17.32%
Sharpe
0.67
Sortino
0.56
Calmar
0.51
Win months
66.18%
Best / worst month
8.0% / -12.9%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -1.37% | 0.85% | -12.90% | 7.79% | -0.57% | 2.85% | 1.41% | 0.12% | -6.00% | – | – | – | -8.86% |
2025 | -4.89% | -7.17% | 7.40% | 3.79% | 2.25% | 2.77% | -1.97% | -2.02% | 0.74% | 3.42% | 1.04% | -1.22% | 3.29% |
2024 | 1.29% | 4.19% | 1.33% | 3.38% | 1.44% | 6.44% | 4.44% | 1.72% | 2.01% | -5.70% | 0.78% | -1.46% | 21.14% |
2023 | -3.60% | -2.03% | 0.09% | 2.17% | 2.73% | 3.76% | 3.80% | -1.33% | 2.44% | -3.07% | 4.87% | 7.97% | 18.54% |
2022 | -2.11% | -3.29% | 4.02% | -3.51% | -4.33% | -6.54% | 7.13% | 2.95% | -3.61% | 4.30% | 4.10% | -3.63% | -5.49% |
2021 | – | 8.01% | 0.29% | 1.04% | 5.93% | 0.90% | 1.21% | 7.15% | 1.08% | 0.71% | -3.94% | 2.22% | 26.81% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 17.32% | 24 mo · open |
| Nov_2021 | Jun_2022 | Sep_2023 | 16.58% | 22 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.07% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
14.03%
Downside deviation
15.88%