Invesco India Large & Mid Cap Fund - Growth

(Erstwhile Invesco India Growth Fund - Growth)
Fund House: Invesco Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 09-08-2007
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.9% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 9,761.15 Cr As on 30-04-2026(Source:AMFI)
Turn over: 0.32% | Exit Load: If upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment - Nil.For any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment - 1% 1f units are redeemed orswitched-out after 1 year from thedate of allotment - Nil

99.88

13.02%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 0 Months
13 Years 4 Months
13 Years 12 Months
17 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to generate long-term capital growth by investing predominantly in equity and equity related securities following a bottom-up approach in selecting stocks depending on their market-cap and sector.

Current Asset Allocation (%)

Indicators

Standard Deviation 18.19
Sharpe Ratio 0.95
Alpha 3.7
Beta 1.05
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 6.64 11.36 22.68 17.21 16.24
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 11.94 7.77 20.05 15.82 -
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 8.38 - - - -
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 7.3 8.38 22.7 18.12 16.3
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 7.0 5.34 17.17 14.69 13.87
BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 6.24 4.59 16.34 14.01 13.11
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 6.07 -0.59 18.69 16.11 16.07
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 5.68 6.6 16.58 14.32 -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 5.5 8.04 - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 5.43 7.87 15.71 15.3 15.22

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

22.84%

Others

0.1%

Large Cap

39.59%

Mid Cap

37.47%

Feedback
Notification