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Invesco India Mid Cap Fund (DP-A) Mutual Funds Investments

Formerly Lotus India Mid Cap Div
Returns (5yrs)
3.58 %
Latest NAV
18.43

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Fund Information

as on 31st of May, 06:46 PM

Invesco Asset Management (India) Private Ltd

The Scheme seeks to generate capital appreciation by investing predominantly in Midcap companies.

Fund Managers

  • profile-pic
    Neelesh Dhamnaskar
    profile-pic
    Pranav Gokhale
  • expense-ratio
    Expense Ratio
    2.47
    benchmark
    Benchmark
    IISL NIFTY Midcap 100 TR INR
  • Aum image
    AUM
    ₹ 747.09 Crores
    ISIN
    ISIN
    INF205K01BD7
  • Category Risk:

    Moderately High risk

Holding Information

as on 31st of May, 06:46 PM

Top Holding

Apollo Hospitals Enterprise Ltd
5%
Coromandel International Ltd
4%
Indraprastha Gas Ltd
4%
Whirlpool Of India Ltd
4%
Ajanta Pharma Ltd
3%

Top Sectors

Consumer Cyclical
18%
Financial Services
14%
Healthcare
14%
Industrials
13%
Utilities
11%

Allocation

Equity
96%
Others
4%
Debt
0%

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as on 31st of May, 06:46 PM
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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. Past performance is not an indicator of future returns.

Transaction

as on 31st of May, 06:46 PM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

Invesco India Mid Cap Fund Dividend Payout is a Mid Cap Equity fund and has delivered an annualised return of 3.58% over a period of 5 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers names are Neelesh Dhamnaskar, Pranav Gokhale. The Scheme seeks to generate capital appreciation by investing predominantly in Midcap companies. The fund charges 2.47000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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