Invesco Mutual Funds

Invesco India Large & Mid Cap Fund Direct Plan Growth

₹ 102.98

NAV (Apr 03)

29.268%
5 Year CAGR
Scripbox Opinion
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Neutral
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 ->

Downside Protection Measure

Poor

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

Fund Size

Satisfactory

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

Scripbox Recommended Large and Mid Cap Funds
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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
0.7 %
Launched
-
AUM in Crores
5930.4
ISIN
INF205K01MA0
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.4
Beta
1
Sharpe Ratio
0.8
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

ICICI Bank Ltd.

4.58%
4.58%

Axis Bank Ltd.

4.51%
4.51%

Cholamandalam Investment and Finance Company Ltd.

3.97%
3.97%

Trent Ltd.

3.76%
3.76%

Prestige Estates Projects Ltd.

3.74%
3.74%
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Allocation by Sector

Services

24.62%
24.62%

Financial

21.91%
21.91%

Healthcare

14.39%
14.39%

Capital Goods

7.19%
7.19%

Construction

6.51%
6.51%
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Frequently Asked Questions

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