- Mutual Funds
- Invesco Mutual Fund
- Invesco India Mid Cap Fund (G)
Scheme Information
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
Expense Ratio | 1.84 % |
Launched 18Y ago | 2007-04-19 |
AUM in Crores | 5779.3 |
ISIN | INF205K01BC9 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 150 MidCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 16.6 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Prestige Estates Projects Ltd.
4.23%Trent Ltd.
4.18%The Federal Bank Ltd.
4.04%Cholamandalam Investment and Finance Company Ltd.
3.91%Dixon Technologies (India) Ltd.
3.89%
Allocation by Sector
Services
22.79%Healthcare
18.02%Financial
16.9%Construction
7.12%Capital Goods
6.43%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 49,131 cr | ||
₹ 16,217 cr |
Invesco India Mid Cap Fund (G) Review
Invesco India Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 16.58% over 18 years. The fund has grown over a period of 18 years. The fund is managed by Invesco Mutual Fund. The fund managers are Aditya Khemani, Amit Ganatra.
Nav of Invesco India Mid Cap Fund (G) as of 4/30/2025 is ₹157.52 with the total AUM as of 5/1/2025 is ₹5779.32. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Mid Cap Fund (G) was launched on 2007-04-19. The category risk of the fund is Very High.
The minimum SIP amount for Invesco India Mid Cap Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Invesco India Mid Cap Fund (G) 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 BSE 150 MidCap Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 18.11% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Mid Cap Fund (G).