Formerly Lotus India Mid Cap Div
Neutral
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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.
Track Record
14 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
1,341 Cr. Large within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
The Scheme seeks to generate capital appreciation by investing predominantly in Midcap companies.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.28 %
Expense Ratio
Apr 19, 2007
Launched (14y ago)
₹ 1,341
AUM in Crores
INF205K01BD7
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Invesco Asset Management (India) Private Ltd
Invesco Asset Management (India) Private Ltd manages assets worth 36,896 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,111 debt and 14 hybrid funds.
Diversified
Recommended
Top Ranked
₹ 3,659 Cr
Fund Size
8.5%
3Y returns
Diversified
Top Ranked
₹ 3,659 Cr
Fund Size
8.5%
3Y returns
Diversified
Top Ranked
₹ 3,659 Cr
Fund Size
8.5%
3Y returns
Liquid
Top Ranked
₹ 5,932 Cr
Fund Size
5%
3Y returns
Large Cap
Top Ranked
₹ 290 Cr
Fund Size
8.1%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Invesco India Mid Cap Fund (DP-A) is a mid cap equity fund and has delivered an annualised return of 14.0% over a period of 14 years .The fund was previously known as Lotus India Mid Cap Div.The fund is managed by Invesco Asset Management (India) Private Ltd.The fund managers are Neelesh Dhamnaskar, Pranav Gokhale
The Scheme seeks to generate capital appreciation by investing predominantly in Midcap companies. However, there is no assurance that the objective of the scheme will be realized.
The Invesco India Mid Cap Fund (DP-A) fund was launched on Apr 19, 2007. The NAV (Net Asset Value) of this mid cap equity as of 2021-04-16 is ₹ 25.57. The total AUM (Asset Under Management) of the fund as of 2021-04-18 is ₹ 1340.867. The category risk of the Invesco India Mid Cap Fund (DP-A) fund is Very High Risk. The fund charges 2.28 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 96.4% in this asset class. The top three holdings of the fund are voltas ltd shs dematerialised,mphasis ltd and sundaram fasteners ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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
Invesco India Mid Cap Fund (DP-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Mid Cap Fund (DP-A) has a score of 4 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.