- Mutual Funds
- Invesco Mutual Funds
- Invesco India Mid Cap Fund (Growth)
Formerly Lotus India Mid Cap Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 114.38
NAV (Nov 30)
Fund Returns
Last 1Y | 25.3% |
Last 3Y | 24.1% |
Last 5Y | 19.4% |
Last 10Y | 20.6% |
Since Inception | 15.7% |
6 Month CAGR | 20% |
Scheme Information
The Scheme seeks to generate capital appreciation by investing predominantly in Midcap companies.
Expense Ratio | 1.89 |
Launched (16y ago) | Apr 19, 2007 |
AUM in Crores | 3418.229 |
ISIN | INF205K01BC9 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.8 |
Standard Deviation (5yr) | 19 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.294 |
Sharpe Ratio (5yr) | 0.701 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Invesco India Mid Cap Fund (Growth) | 11,97,078 | 4,64,466 | 19.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
trent ltd
3.1%sundaram fasteners ltd
2.6%persistent systems ltd
2.4%triparty repo
2.3%indian hotels co ltd
2.3%Allocation by Sector
consumer cyclical
32.4%financial services
17.6%industrials
14.5%basic materials
10.5%technology
8.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Invesco Asset Management (India) Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
29.6% | 10.6% | ||
5.2% | 6.5% | ||
29.6% | 10.5% | ||
5.2% | 6.2% | ||
6% | 6.5% |
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 16 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 Aditya Khemani, Amit Ganatra.
Nav of Invesco India Mid Cap Fund (G) as of 11/30/2023 is ₹114.38 with the total AUM as of 12/1/2023 is ₹3418.229. 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 2 fund in Equity and delivered 25.3% 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)?
How to invest in Invesco India Mid Cap Fund (G)?
You can invest in Invesco India Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Invesco India Mid Cap Fund (G)?
The minimum sip amount for Invesco India Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India Mid Cap Fund (G) good to invest in?
As per Scripbox experts, Invesco India Mid Cap Fund (G) is a Neutral fund. You can investInvesco India Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Invesco India Mid Cap Fund (G)?
The expense ratio of the Invesco India Mid Cap Fund (G) is 1.89% for regular plan.