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.

215.71

22.11%

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 16.15 35.68 34.02 32.16 19.57
Invesco India Midcap Fund - Growth Option 19-04-2007 14.75 34.01 32.33 30.37 17.77
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 10.37 30.14 - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 8.18 33.07 31.31 33.29 18.01
HDFC Mid Cap Fund - Growth Plan 25-06-2007 7.7 28.71 32.55 32.51 18.0
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 6.84 29.82 29.71 28.88 15.02
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 6.83 33.61 34.79 36.51 17.53
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 6.44 30.03 30.85 32.82 17.78
Franklin India Prima Fund-Growth 01-12-1993 6.16 28.59 29.12 27.33 15.4
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 4.9 27.5 27.19 30.42 17.88

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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