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: 0.63% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 6,636.68 Cr As on 30-05-2025(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.

217.57

22.2%

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 16.89
Sharpe Ratio 1.28
Alpha 3.38
Beta 0.93
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 17.78 36.26 34.77 32.4 19.68
Invesco India Midcap Fund - Growth Option 19-04-2007 16.36 34.57 33.07 30.61 17.87
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 10.89 30.09 - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 9.37 32.96 31.78 33.34 18.03
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 8.97 34.29 35.42 36.85 17.67
HDFC Mid Cap Fund - Growth Plan 25-06-2007 7.73 28.41 32.67 32.41 17.95
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 7.38 29.74 29.89 28.87 15.02
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 7.09 30.26 31.15 32.9 17.81
Franklin India Prima Fund-Growth 01-12-1993 6.66 28.51 29.49 27.35 15.41
Kotak Midcap Fund - Growth 30-03-2007 5.65 27.65 27.59 30.52 17.92

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

23.01%

Others

0.87%

Large Cap

14.11%

Mid Cap

62.01%

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