Invesco India Midcap Fund - Direct Plan - Growth Option

Fund House: Invesco Mutual Fund
Category: Equity: Mid Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: BSE 150 MidCap TRI
TER: -
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 7,801.8 Cr As on 31-07-2025(Source:AMFI)
Turn over: 81% | 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%. If units are redeemed or switched-out after 1 year from the date of allotment - Nil.

219.09

21.88%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY MIDCAP 150 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
1 Years 2 Months
3 Years 8 Months
4 Years 10 Months
8 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate capital appreciation by investing predominantly in Midcap companies. There is no assurance that the investment objective of the Scheme will be achieved

Current Asset Allocation (%)

Indicators

Standard Deviation 16.09
Sharpe Ratio 1.28
Alpha 5.98
Beta 0.95
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 Midcap Fund - Direct Plan - Growth Option 01-01-2013 8.5 30.62 27.84 29.09 20.32
Invesco India Midcap Fund - Growth Option 19-04-2007 7.2 29.02 26.25 27.36 18.53
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 3.59 23.98 24.26 - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 1.3 26.12 22.63 28.38 18.29
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 1.07 22.33 20.16 26.82 18.33
HDFC Mid Cap Fund - Growth Plan 25-06-2007 1.04 21.69 23.91 28.37 18.16
ICICI Prudential MidCap Fund - Growth 10-10-2004 0.85 23.63 20.39 25.74 15.79
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 0.5 15.42 12.35 23.83 15.81
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 0.4 21.41 - - -
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 0.27 22.83 23.28 28.62 18.27

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

20.66%

Others

1.89%

Large Cap

14.86%

Mid Cap

62.59%

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