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: 1.8% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 6,046.97 Cr As on 30-04-2025(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.

176.33

17.13%

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 16.98
Sharpe Ratio 0.96
Alpha 1.87
Beta 0.92
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 23.52 35.51 30.2 30.58 17.94
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 18.36 33.46 29.28 33.79 18.24
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 17.97 31.63 - - -
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 16.35 33.8 32.74 36.82 17.75
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 14.25 32.16 28.31 29.76 15.54
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 14.23 32.84 29.16 33.56 18.17
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 13.14 27.14 - - -
Franklin India Prima Fund-Growth 01-12-1993 12.85 29.8 27.55 27.85 15.51
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 12.69 30.71 30.17 33.17 17.96
Kotak Emerging Equity Scheme - Growth 30-03-2007 12.4 27.92 24.9 30.78 18.09

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

20.26%

Others

0.06%

Large Cap

13.49%

Mid Cap

66.19%

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