Get access to more insightful information
By signing up to Upstox today
Invesco India Mid Cap Fund Direct growth
Equity • Mid Cap • Direct growth
Top rated fund from 194 Mid-Cap
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Mid Cap
Direct growth
Launched On
01 Jan 2013
12.1 years ago
Lock-in Period
No lock-in
NAV
as of 05 Feb 2025
₹189.99
+0.6943% (1.40)
AUM
₹6,150 Cr
Expense ratio
0.58%
Benchmark
Fund Plan
Tax info and exit load
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
Equity97.15%
Cash2.85%
What's in this fund?
Sectors
Holdings
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
Fund House
Invesco
Inc: 17 Nov 2006 • Total AUM: ₹1,07,422 Cr • Rank #17Invesco 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: 3.03 yrs • Total AUM: 2,09,838 Cr
Aditya Khemani
Experience: 1.23 yrs • Total AUM: 1,14,665 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
Motilal Oswal Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
29.69%
Expense ratio
0.65%
Returns vs category
Risk vs category
Nippon India Growth Fund
Equity • Mid Cap • Direct Growth3Y CAGR
23.60%
Expense ratio
0.78%
Returns vs category
Risk vs category
Kotak Emerging Equity Scheme
Equity • Mid Cap • Direct Growth3Y CAGR
21.12%
Expense ratio
0.38%
Returns vs category
Risk vs category
SBI Magnum Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
17.99%
Expense ratio
0.8%
Returns vs category
Risk vs category
Axis Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
16.49%
Expense ratio
0.53%
Returns vs category
Risk vs category
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.