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).
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.
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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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.
