Formerly Invesco India Growth Opp Gr
₹ 75.87
NAV (Mar 28)
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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 75.87
NAV (Mar 28)
Last 1Y | 54.3% |
Last 3Y | 21% |
Last 5Y | 17.2% |
Last 10Y | 16.7% |
Since Inception | 13% |
6 Month CAGR | 24.5% |
To generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
Expense Ratio | 1.85 |
Launched (17y ago) | Aug 09, 2007 |
AUM in Crores | 4933.303 |
ISIN | INF205K01247 |
Lock-in | No Lock-in |
Benchmark | Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.9 |
Standard Deviation (5yr) | 17.9 |
Beta (3yr) | 0.91 |
Beta (5yr) | 0.86 |
Sharpe Ratio (3yr) | 1.061 |
Sharpe Ratio (5yr) | 0.762 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Invesco India Large&MidCap Fund (Growth) | 11,28,347 | 3,95,735 | 17.2% | |
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.
icici bank ltd
5.1%ntpc ltd
3%trent ltd
3%cholamandalam investment and finance co ltd
2.7%kalyan jewellers india ltd
2.4%financial services
26.6%consumer cyclical
19.7%industrials
14%healthcare
10.2%technology
9.5%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 16,756 cr | ||
₹ 14,147 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Invesco Asset Management (India) Private Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
37.5% | 12.6% | ||
5.8% | 6.6% | ||
37.5% | 12.4% | ||
5.8% | 6.2% | ||
6% | 6.5% |
Invesco India Large&MidCap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 13% over a period of 16 years. The fund was previously known as Invesco India Growth Opp Gr. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Aditya Khemani, Amit Ganatra.
Nav of Invesco India Large&MidCap Fund (G) as of 3/28/2024 is ₹75.87 with the total AUM as of 3/29/2024 is ₹4933.303. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Large&MidCap Fund (G) was launched on Aug 09, 2007. The category risk of the fund is Very High Risk.
The minimum SIP amount for Invesco India Large&MidCap 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&MidCap 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 LargeMidcap 250 TR INR.
Invesco India Large&MidCap Fund (G) is rated as a 1 fund in Equity and delivered 54.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Large&MidCap Fund (G).
What is Invesco India Large&MidCap Fund (G)?
How to invest in Invesco India Large&MidCap Fund (G)?
You can invest in Invesco India Large&MidCap 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&MidCap Fund (G)?
The minimum sip amount for Invesco India Large&MidCap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India Large&MidCap Fund (G) good to invest in?
As per Scripbox experts, Invesco India Large&MidCap Fund (G) is a Not Recommended fund. You can investInvesco India Large&MidCap 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&MidCap Fund (G)?
The expense ratio of the Invesco India Large&MidCap Fund (G) is 1.85% for regular plan.