- Mutual Funds
- Invesco Mutual Fund
- Invesco India Large & Mid Cap Fund (G)
Invesco India Large & Mid Cap Fund (G)
₹ 95.27
NAV (Oct 04)
Large & Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 95.27
NAV (Oct 4)
Fund Returns
Last 1Y | 57.4% |
Last 3Y | 21.7% |
Last 5Y | 23% |
Last 10Y | 16.5% |
Since Inception | 14% |
6 Month CAGR | 22.9% |
Scheme Information
The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
Expense Ratio | 1.8 |
Launched (0y ago) | 1.8 |
AUM in Crores | 6205.1 |
ISIN | INF205K01247 |
Lock-in | - |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.5 |
Beta | 0.9 |
Sharpe Ratio | 1.2 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Invesco India Large & Mid Cap Fund (G) | 13,22,521 | 5,89,909 | 23% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
4.6%Axis Bank Ltd.
4.5%Cholamandalam Investment and Finance Company Ltd.
4%Trent Ltd.
3.8%Prestige Estates Projects Ltd.
3.7%Allocation by Sector
Financial
23.29%Services
16.42%Healthcare
10.36%Capital Goods
7.79%Construction
6.94%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Invesco Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33.024% | 13.416% | ||
9.07% | 5.031% | ||
5.794% | 7.461% | ||
29.427% | 11.879% | ||
6.394% | 6.573% |
Invesco India Large & Mid Cap Fund (G) Review
Invesco India Large & Mid Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 14.032% over a period of 17 years. The fund is managed by Invesco Mutual Fund. The fund managers are Aditya Khemani, Amit Ganatra.
Nav of Invesco India Large & Mid Cap Fund (G) as of 10/4/2024 is ₹95.27 with the total AUM as of 10/6/2024 is ₹6205.1379. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Large & Mid Cap Fund (G) was launched on 2007-08-09. The category risk of the fund is Average.
The minimum SIP amount for Invesco India Large & Mid Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Invesco India Large & Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Large Midcap 250 Total Return Index.
Invesco India Large & Mid Cap Fund (G) is rated as a 1 fund in Equity and delivered 57.419% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Large & Mid Cap Fund (G).
Frequently Asked Questions
What is Invesco India Large & Mid Cap Fund (G)?
How to invest in Invesco India Large & Mid Cap Fund (G)?
You can invest in Invesco India Large & Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Invesco India Large & Mid Cap Fund (G)?
The minimum sip amount for Invesco India Large & Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India Large & Mid Cap Fund (G) good to invest in?
As per Scripbox experts, Invesco India Large & Mid Cap Fund (G) is a 1 fund. You can investInvesco India Large & Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Invesco India Large & Mid Cap Fund (G)?
The expense ratio of the Invesco India Large & Mid Cap Fund (G) is 1.8% for regular plan.