Invesco India Mid Cap Fund Direct growth

Equity • Mid Cap • Direct growth

Top rated fund from 201 Mid-Cap
Top rated fund

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Mid Cap

Direct growth

Launched On
01 Jan 2013
12.2 years ago
Lock-in Period
No lock-in
NAV
as of 17 Mar 2025
₹171.47
+0.622% (1.10)
AUM
₹5,247 Cr
Expense ratio
0.65%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Asset split
Market capital
Equity99.65%
Cash0.35%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

23.70%
Consumer Cyclical

Consumer Cyclical

19.87%
Healthcare

Healthcare

18.09%
Technology

Technology

10.16%
Basic Materials

Basic Materials

9.77%

Fund House

Invesco

Invesco

Inc: 17 Nov 2006 • Total AUM: ₹1,06,970 Cr • Rank #15
Invesco Mutual Fund, started in 2010, has Invesco PowerShares Capital Management LLC as its sponsor. The fund house is headed by Saurabh Nanavati as the CEO. As of 31 December 2023, it has an AUM of ₹64,371.24 crores. It has a customer base of 15.51 lakhs+ spread across 40 plus cities.

Fund Managers

Amit Ganatra

Experience: 3.14 yrs • Total AUM: 1,89,075 Cr

Aditya Khemani

Experience: 1.34 yrs • Total AUM: 1,02,826 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Other top rated funds

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Motilal Oswal Midcap Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
28.40%
Expense ratio
0.65%
Returns vs category
High
Risk vs category
High
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Nippon India Growth Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
21.55%
Expense ratio
0.8%
Returns vs category
Above Average
Risk vs category
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Kotak Emerging Equity Scheme

Equity • Mid Cap • Direct Growth
3Y CAGR
17.92%
Expense ratio
0.45%
Returns vs category
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Risk vs category
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SBI Magnum Midcap Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
17.31%
Expense ratio
0.92%
Returns vs category
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Risk vs category
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Axis Midcap Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
14.58%
Expense ratio
0.55%
Returns vs category
Average
Risk vs category
Low
1 / 5
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.