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: 1.85% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 4,995.76 Cr As on (31-03-2024)
Turn over: 63% | Exit Load: For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

76.06

12.91%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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
There is no value for 10x
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 12.85
Sharpe Ratio 1.12
Alpha 2.8
Beta 0.89
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 47.98 22.68 21.62 17.12 16.67
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 61.87 27.89 30.17 25.39 22.54
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 54.41 28.52 26.16 19.78 16.55
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 53.04 29.36 26.4 - -
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 50.25 19.94 24.25 - -
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 47.92 25.09 27.07 20.46 14.86
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 46.41 23.07 23.37 17.66 15.23
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 45.97 21.29 21.39 17.74 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 45.94 24.45 24.26 18.72 15.31
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 45.51 25.28 27.75 20.72 16.35

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

11.71%

Others

6.27%

Large Cap

47.81%

Mid Cap

34.21%

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