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: 1.75% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 9,395.92 Cr As on 28-11-2025(Source:AMFI)
Turn over: 89% | 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

101.3

13.39%

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 14.74
Sharpe Ratio 1.15
Alpha 4.66
Beta 1.0
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 6.67 19.36 24.38 19.19 16.32
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 14.1 17.15 21.95 22.72 16.47
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 12.03 14.19 18.7 19.22 15.28
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 10.85 11.81 17.96 16.93 17.47
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 9.79 - - - -
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 9.14 16.81 24.11 21.51 16.35
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 8.97 15.09 21.15 18.74 16.03
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 8.93 12.08 18.62 17.24 14.06
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 8.89 16.18 22.7 21.38 15.04
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.55 15.56 - - -

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

22.88%

Others

1.49%

Large Cap

34.65%

Mid Cap

40.98%

Scheme Documents

There are no scheme documents available

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