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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

90.11

NAV (Nov 25)

13.2%
5 Year CAGR
Scripbox Opinion
Neutral
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

Neutral

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

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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

90.11

NAV (Nov 25)

Fund Returns

Last 1Y

1%

Last 3Y

22.4%

Last 5Y

13.2%

Last 10Y

18.5%

Since Inception

15.1%

6 Month CAGR

17.2%

Scheme Information

Investment Objective

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

Expense Ratio

2.06

Launched (15y ago)

Apr 19, 2007

AUM in Crores

2643.417

ISIN

INF205K01BC9

Lock-in

No Lock-in

Benchmark

S&P BSE Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.3

Standard Deviation (5yr)

20.3

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.84

Sharpe Ratio (5yr)

0.487

YTM

0

Fund Managers

Pranav Gokhale

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-25

Top Stock Holdings

trent ltd

3.3%
3.3%

sundaram fasteners ltd

3.1%
3.1%

indian bank

2.9%
2.9%

triparty repo

2.8%
2.8%

craftsman automation ltd

2.7%
2.7%
See all holdings

Allocation by Sector

consumer cyclical

29.7%
29.7%

financial services

17.8%
17.8%

industrials

14.2%
14.2%

basic materials

10.8%
10.8%

healthcare

9.3%
9.3%
See all sectors

Compare Invesco India Mid Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,996 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,116 debt and 9 hybrid funds.

amc-img

  • 022-67310000
  • mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    19%

    9.2%

    23.2%

    8.3%

    19%

    9%

    23.3%

    8.3%

    23.3%

    8.3%

    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 15.1% over a period of 15 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 manager’s name is Pranav Gokhale.

    Nav of Invesco India Mid Cap Fund (G) as of 11/25/2022 is ₹90.11 with the total AUM as of 11/28/2022 is ₹2643.417. 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 1% 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 stocks 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 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 2.06% for regular plan.