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  • Invesco Mutual Funds
  • 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

86.33

NAV (Jan 24)

18.1%
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

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

Relative Size

2,195 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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    No Lock-in
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Historical NAV

86.33

NAV (Jan 24)

Fund Returns

Last 1Y

33.5%

Last 3Y

22.6%

Last 5Y

18.1%

Last 10Y

20.5%

Since Inception

15.7%

6 Month CAGR

6%

info-icon-blue

Scheme Information

Investment Objective

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

Expense Ratio

2.14

Launched (15y ago)

Apr 19, 2007

AUM in Crores

2194.827

ISIN

INF205K01BC9

Lock-in

No Lock-in

Benchmark

S&P BSE Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Neelesh Dhamnaskar

Fund Manager

user-avatar

Pranav Gokhale

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 45,868 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

    17%

    12%

    17%

    12%

    17%

    12%

    22.6%

    15.7%

    3.9%

    6.5%

    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
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    Invesco India Growth Opportunities Fund (Growth)

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    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 15.7% 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.

    Nav of Invesco India Mid Cap Fund (G) as of 24/01/2022 is ₹86.33 with the total AUM as of 25/01/2022 is ₹2194.827. 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 Apr 19, 2007. The category risk of the fund is Very High Risk.

    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 S&P BSE Midcap 150 TR INR.

    Invesco India Mid Cap Fund (G) is rated as a 4 fund in Equity and delivered 33.5% 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).

    Frequently Asked Questions

    What is Invesco India Mid Cap Fund (G)?

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    What is the minimum sip amount of Invesco India Mid Cap Fund (G)?

    Is Invesco India Mid Cap Fund (G) good to invest in?

    What is the expense ratio of the Invesco India Mid Cap Fund (G)?