IMVPInvesco India ETF

Grow my moneyRanked #2,904 of 3,055 in this goal

Tracks the investment results of the Bloomberg India MVP Index.

Annual Cost

—

Fund Size

—

Return (1Y)

-18.1%

Track Record

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Performance

Total-return NAV · USD

Growth of $10,000

$7,716-22.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Cap

Multi cap

Strategy

Index tracking

Factor

Multifactor

Index tracked

Bloomberg India MVP Index

Holdings

By weight

Concentration

Top 10 holdings = 36.0% of funddiversified

Torrent Power Ltd.

4.1%

Polycab India Ltd.

3.7%

NMDC Ltd.

3.7%

Oberoi Realty Ltd.

3.7%

Hindalco Industries Ltd.

3.7%

Bajaj Auto Ltd.

3.5%

Titan Co. Ltd.

3.5%

Canara Bank

3.4%

State Bank of India

3.4%

Bharat Electronics Ltd.

3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.8%Moderate

Year-on-year price swings

Max drawdown

-43.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

-0.21Below average

Sortino (3Y)

-0.29Moderate downside risk

Listing

Exchange: NYSE American, NYSE Arca

Full fund details

Objective: Tracks the investment results of the Bloomberg India MVP Index.
Strategy: Invests at least 90% of total assets in large- and mid-capitalization companies based in India that exhibit strong momentum, value, volatility, and profitability characteristics. Employs full replication methodology to track the Bloomberg India MVP Index, which is equally weighted and includes securities with high MVP Scores.