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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

139.56

NAV (May 24)

23.8%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in mid cap mutual funds.

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 ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

139.56

NAV (May 24)

Fund Returns

Last 1Y
49.4%
Last 3Y
24.2%
Last 5Y
23.8%
Last 10Y
19.1%
Since Inception
16.7%
6 Month CAGR
23.7%

Scheme Information

Investment Objective

To generate capital appreciation by investing predominantly in Midcap companies.

Expense Ratio
1.86
Launched (17y ago)
Apr 19, 2007
AUM in Crores
4512.433
ISIN
INF205K01BC9
Lock-in
No Lock-in
Benchmark
S&P BSE Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.6
Standard Deviation (5yr)
19
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.346
Sharpe Ratio (5yr)
0.931
YTM
0
Fund Managers

Amit Ganatra

Fund Manager

Aditya Khemani

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Mid Cap Fund (Growth)70%13,50,812 6,18,20023.8%
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.

Asset allocation and Holdings

Last updated on 2024-05-24

Top Stock Holdings

trent ltd

5.3%
5.3%

cholamandalam investment and finance co ltd

4.2%
4.2%

max healthcare institute ltd ordinary shares

4.2%
4.2%

the federal bank ltd

4.1%
4.1%

prestige estates projects ltd

3.9%
3.9%
See all holdings

Allocation by Sector

consumer cyclical

27.7%
27.7%

financial services

19.7%
19.7%

industrials

13.8%
13.8%

healthcare

13.4%
13.4%

real estate

7.1%
7.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 83,289 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 39 equity,121 debt and 9 hybrid funds.amc-img
phone-img022-67310000
Fund NameScripbox Opinion
Till Date CAGR

40.7%

13.9%

40.7%

13.8%

40.7%

13.8%

9.2%

5.4%

18.6%

13.2%

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 16.7% over a period of 17 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 5/24/2024 is ₹139.56 with the total AUM as of 5/26/2024 is ₹4512.433. 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 1 fund in Equity and delivered 49.4% 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)?

Invesco India Mid Cap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 Not Recommended 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 1.86% for regular plan.