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  • Invesco India Large & Mid Cap Fund (G)
Invesco Mutual Funds

Invesco India Large & Mid Cap Fund (G)

EquityLarge & Mid Cap

95.27

NAV (Oct 04)

23.038%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Scripbox Recommended Large and Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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

Aditya Khemani

Fund Manager

Amit Ganatra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Large & Mid Cap Fund (G)70%13,22,521 5,89,90923%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-02-01

Top Stock Holdings

ICICI Bank Ltd.

4.6%
4.58%

Axis Bank Ltd.

4.5%
4.51%

Cholamandalam Investment and Finance Company Ltd.

4%
3.97%

Trent Ltd.

3.8%
3.76%

Prestige Estates Projects Ltd.

3.7%
3.74%
See all holdings

Allocation by Sector

Financial

23.29%
23.29%

Services

16.42%
16.42%

Healthcare

10.36%
10.36%

Capital Goods

7.79%
7.79%

Construction

6.94%
6.94%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Invesco Mutual Fund

Invesco entered India in 2013. In partnership with Religare Securities Ltd. it formed Religare Invesco Asset Management Co. Ltd. Religare Invesco Mutual Fund was co-owned by Invesco and Religare. amc-img
phone-img022-67310000 / 1800-209-0007
Fund NameScripbox 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)?

Invesco India Large & Mid Cap Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.