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

100.72

13.38%

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 4.06 20.66 24.07 19.97 16.09
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.95 17.57 21.36 23.17 16.12
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 9.39 14.53 18.06 19.88 15.06
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 7.88 12.87 17.84 17.72 17.39
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 7.63 14.24 17.82 17.39 12.55
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 7.6 - - - -
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 7.08 18.41 23.82 22.21 16.2
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 6.75 17.61 22.66 22.16 14.78
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 6.67 15.72 20.84 19.42 15.77
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 6.23 16.07 - - -

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%

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