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    • Invesco India Mid Cap Fund (Growth)

    Formerly Lotus India Mid Cap Gr

    Invesco Mutual Funds

    Invesco India Mid Cap Fund (Growth)

    EquityMid Cap

    Top Ranked

    86.43

    NAV (Sep 23)

    17.7%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    Invesco India Mid Cap Fund (Growth) is a good choice within mid cap mutual funds.

    Scripbox recommends other funds for investment in mid cap.

    Click here to see our recommendations.

    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 ->

    Track Record

    14 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    1,880 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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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    86.43

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    65.6%
    Last 3Y
    21.7%
    Last 5Y
    17.7%
    Last 10Y
    19.8%
    Since Inception
    16.1%
    6 Month CAGR
    25.2%
    info-icon-blue

    Scheme Information

    Investment Objective

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

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.21
    Launched (14y ago)
    Apr 19, 2007
    AUM in Crores
    1879.217
    ISIN
    INF205K01BC9
    Lock-in
    No Lock-in
    Benchmark
    IISL NIFTY Midcap 100 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Neelesh Dhamnaskar

    Fund Manager

    user-avatar

    Pranav Gokhale

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
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      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Invesco Asset Management (India) Private Ltd

    Invesco Asset Management (India) Private Ltd manages assets worth 46,011 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.

    amc-img

  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17%

    12.6%

    top-ranked-badge

    17%

    12.6%

    top-ranked-badge

    17%

    12.6%

    top-ranked-badge

    17.9%

    13.3%

    top-ranked-badge

    21.7%

    16.1%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Invesco India Mid Cap Fund (G)

    About Invesco India Mid Cap Fund (G)

    Invesco India Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 16.1% over a period of 14 years. The fund was previously known as Lotus India Mid Cap Gr . The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Neelesh Dhamnaskar, Pranav Gokhale

    Invesco India Mid Cap Fund (G) Investment Objective

    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.

    Invesco India Mid Cap Fund (G) NAV,AUM,Risk

    The Invesco India Mid Cap Fund (G) fund was launched on Apr 19, 2007. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-09-23 is ₹86.43. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹1879.217. The category risk of the Invesco India Mid Cap Fund (G) fund is Very High Risk. The fund charges 2.21 % as expense ratio.

    Invesco India Mid Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.5% in this asset class. The top three holdings of the fund are , mphasis ltd , bharat electronics ltd , endurance technologies ltd , persistent systems ltd , gujarat gas ltd , balkrishna industries ltd , minda industries ltd , vinati organics ltd , craftsman automation ltd , j.b. chemicals & pharmaceuticals ltd , gland pharma ltd , crompton greaves consumer electricals ltd , krishna institute of medical sciences ltd , voltas ltd , sundaram fasteners ltd , l&t technology services ltd , aia engineering ltd , pnc infratech ltd , cholamandalam investment and finance co ltd , jk cement ltd , steel authority of india ltd , trent ltd , tata power co ltd , city union bank ltd , atul ltd , icici bank ltd , kec international ltd , axis bank ltd , ashok leyland ltd , indian bank , kajaria ceramics ltd , shriram transport finance co ltd , rbl bank ltd , bayer cropscience ltd , sona blw precision forgings ltd , ajanta pharma ltd , sbi life insurance company limited , escorts ltd , united breweries ltd , kei industries ltd , indraprastha gas ltd , jindal steel & power ltd , mtar technologies ltd , supreme industries ltd , triparty repo , mahanagar gas ltd , ratnamani metals & tubes ltd , mahindra & mahindra financial services ltd , cartrade tech ltd , sterlite technologies ltd , net receivables / (payables)

    Invesco India Mid Cap Fund (G) Sip

    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.

    Invesco India Mid Cap Fund (G) Investment volatility and Horizon

    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 IISL NIFTY Midcap 100 TR INR

    Invesco India Mid Cap Fund (G) Review

    Invesco India Mid Cap Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Mid Cap Fund (G) 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.

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