Invesco India Midcap Fund

Equity · Mid Cap
 · ★★★
500
Min SIP
1,000
Min Lumpsum
0.72 %
Expense Ratio
★★★
Rating
2,803
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 31 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 19.5% 31.5% 16.5% 19.3%
Category Average 14% 25% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
Sundram Fasten.
2.69%
Persistent Sys
2.66%
Indian Hotels Co
2.58%
Abbott India
2.53%
Trent
2.45%
Others
87.09%
Auto Components
13.09%
Industrial Products
10.4%
Banks
9.11%
IT-Software
8.29%
Pharmaceuticals & Biotech
6.69%
Others
52.42%
Equity
97.58%
Reverse Repos
1.68%
Net Curr Ass/Net Receivables
0.74%

Advance Ratio

0.85
Alpha
4.36
SD
0.75
Beta
0.52
Sharpe

Exit Load

Exit Load if units are redeemed/switched out within 1 year from the date of allotment: if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable.

Fund Objective

To generate capital appreciation by investing predominantly in Midcap companies

Fund Managers

Pranav Gokhale - Fund Manager

Pranav is presently at Invesco as a ‘Fund Manager.’ He has formerly worked at IL&FS, ICICI Direct, and Rosy Blue Securities. Pranav is an ICAI-certified Chartered Accountant with an M.Com from Mumbai University.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Invesco Mutual Fund
AUM:
43,916 Cr
Address:
2101-A, A Wing, 21st Floor, Marathon Futurex, N.M.Joshi Marg, Lower Parel, Mumbai 400 013.
Contact:
022 - 67310000
Email ID:
mfservices@invesco.com

Frequently Asked Questions

How to invest in Invesco India Midcap Fund ?

You can invest in Invesco India Midcap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Invesco India Midcap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Invesco India Midcap Fund ?

The NAV of Invesco India Midcap Fund is ₹111.7 as of 31 May 2023.

How to redeem Invesco India Midcap Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Invesco India Midcap Fund?

The minimum SIP amount of Invesco India Midcap Fund is ₹500

What are the top sectors Invesco India Midcap Fund has invested in??

The top sectors Invesco India Midcap Fund has invested in are
  1. Sundram Fasten. - 2.69%
  2. Persistent Sys - 2.66%
  3. Indian Hotels Co - 2.58%
  4. Abbott India - 2.53%
  5. Trent - 2.45%

How much returns have Invesco India Midcap Fund generated ?

The Invesco India Midcap Fund has delivered 19.3% since inception

What is the expense ratio of Invesco India Midcap Fund ?

The expense ratio of Invesco India Midcap Fund is 0.72 % as of 31 May 2023.

What is the AUM of Invesco India Midcap Fund?

The AUM of Invesco India Midcap Fund is ₹43,916 Cr as of 31 May 2023

What are the top stock holdings of Invesco India Midcap Fund?

The top stock holdings of Invesco India Midcap Fund are
  1. Sundram Fasten. - 2.69%
  2. Persistent Sys - 2.66%
  3. Indian Hotels Co - 2.58%
  4. Abbott India - 2.53%
  5. Trent - 2.45%
Invest Now