Invesco India Midcap Fund - Growth Option

Fund House: Invesco Mutual Fund
Category: Equity: Mid Cap
Launch Date: 19-04-2007
Asset Class: Equity
Benchmark: BSE 150 MidCap TRI
TER: 1.78% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 7,405.92 Cr As on 30-06-2025(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.

184.18

17.29%

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
6 Years 11 Months
9 Years 11 Months
10 Years 8 Months
16 Years 2 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 16.47
Sharpe Ratio 1.51
Alpha 3.42
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 - Growth Option 19-04-2007 20.47 34.04 30.74 30.28 17.97
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 11.5 28.15 - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 11.38 31.34 27.49 32.07 17.69
HDFC Mid Cap Fund - Growth Plan 25-06-2007 9.08 27.28 29.38 32.15 17.91
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 8.87 28.27 26.48 28.56 14.8
ICICI Prudential MidCap Fund - Growth 10-10-2004 8.25 29.9 24.56 29.55 15.43
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 7.98 26.47 24.5 29.87 17.76
Franklin India Mid Cap Fund-Growth 01-12-1993 7.87 27.66 25.9 26.73 15.23
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 7.82 33.45 31.11 35.67 17.34
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 7.72 28.97 27.77 31.81 17.5

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

18.23%

Others

0.94%

Large Cap

18.76%

Mid Cap

62.07%

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