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  • Invesco India Large&MidCap Fund (RIDCW-A)

Formerly Invesco India Growth Opp IDCW-R

Invesco Mutual Funds

Invesco India Large&MidCap Fund (RIDCW-A)

EquityLarge & Mid Cap

43.13

NAV (Jun 14)

20.6%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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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

43.13

NAV (Jun 14)

Fund Returns

Last 1Y
54.3%
Last 3Y
22.7%
Last 5Y
20.6%
Last 10Y
16.8%
Since Inception
13.7%
6 Month CAGR
26.2%

Scheme Information

Investment Objective

To generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.

Expense Ratio
1.84
Launched (17y ago)
Aug 09, 2007
AUM in Crores
5280.259
ISIN
INF205K01254
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.6
Standard Deviation (5yr)
17.7
Beta (3yr)
0.91
Beta (5yr)
0.86
Sharpe Ratio (3yr)
1.112
Sharpe Ratio (5yr)
0.764
YTM
0
Fund Managers

Amit Ganatra

Fund Manager

Aditya Khemani

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&MidCap Fund (RIDCW-A)70%12,36,764 5,04,15220.6%
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 2024-06-14

Top Stock Holdings

icici bank ltd

4.9%
4.9%

axis bank ltd

4.8%
4.8%

cholamandalam investment and finance co ltd

4.2%
4.2%

prestige estates projects ltd

3.7%
3.7%

trent ltd

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

27.5%
27.5%

consumer cyclical

19.6%
19.6%

industrials

16.7%
16.7%

healthcare

10%
10%

technology

6.4%
6.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 87,178 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 39 equity,121 debt and 9 hybrid funds.amc-img
phone-img022-67310000
Fund NameScripbox Opinion
Till Date CAGR

39.7%

14%

39.7%

13.8%

39.7%

13.8%

4.7%

6.8%

18.5%

13.4%

Invesco India Large&MidCap Fund (RIDCW-A) Review

Invesco India Large&MidCap Fund (RIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 13.7% over a period of 16 years. The fund was previously known as Invesco India Growth Opp IDCW-R. 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 (RIDCW-A) as of 6/14/2024 is ₹43.13 with the total AUM as of 6/16/2024 is ₹5280.259. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Large&MidCap Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A).

Frequently Asked Questions

What is Invesco India Large&MidCap Fund (RIDCW-A)?

Invesco India Large&MidCap Fund (RIDCW-A) is a Large & Mid Cap 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&MidCap Fund (RIDCW-A)?

You can invest in Invesco India Large&MidCap Fund (RIDCW-A) 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 (RIDCW-A)?

The minimum sip amount for Invesco India Large&MidCap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Invesco India Large&MidCap Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Invesco India Large&MidCap Fund (RIDCW-A) is a Not Recommended fund. You can investInvesco India Large&MidCap Fund (RIDCW-A) 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 (RIDCW-A)?

The expense ratio of the Invesco India Large&MidCap Fund (RIDCW-A) is 1.84% for regular plan.