Invesco India Midcap Fund
Mid Cap Fund
Launch Date: 15 Feb 2007
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Invesco India Midcap Fund
Mid Cap Fund
Fund Health
Returns 📈
Typically 15-25% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Low
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Invesco India Midcap Fund | 20% | 25% | 7% | Good |
Edelweiss Mid Cap Fund | 21% | 24% | 14% | Good |
Nippon India Growth Mid Cap Fund | 20% | 24% | 13% | Good |
Nifty Midcap 150 Benchmark | 19% | 23% | 14% | — |
Mid Cap Fund Category Average | 18% | 21% | 15% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Strong
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
Loading chart...
Details
AUM
₹1981 Cr
Expense Ratio
0.54%
Exit Load
If upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment - Nil. For any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment - 1%. If units are redeemed or switched-out after 1 year from the date of allotment - Nil
Minimum Amount
₹5000.00
Fund Manager
FM 1 - Aditya Khemani, FM 2 - Amit Ganatra
Fund House
Invesco Asset Management (India) Private Limited
Launch Date
15 Feb 2007
Age
19 years
Category
Mid Cap Fund
Benchmark
NIFTY MIDCAP 150 TRI
Home
Find Fund
Portfolio
Fund Detail
Compare