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Invesco India Midcap Fund - Growth Option

Fund House:
Invesco Mutual Fund
Category:
Equity: Mid Cap
Status:
Open Ended Schemes
Launch Date:
19-04-2007
ISIN Number:
INF205K01BC9
Minimum Investment:
1000
Minimum SIP:
500
Total Assets: (29-11-2024):
5860.91
Nav (20-12-2024)
172.63
CAGR Since Inception:
17.48
Benchmark:
BSE 150 MidCap TRI
Expense Ratio (30-11-2024)::
1.81 %
Risko-Meter:
Very High
Exit Load:
(a) If upto 10% of units allotted are redeemed (or) switched out within 1 year from the date of allotment - NIL. (b) Any redemption (or) switch-out of units in excess of 10% of units allotted - 1%. (c) If units are redeemed (or) switched out after 1 year from the date of allotment - NIL. The above exit load is not applicable for purchases made through IDCW Transfer Plan (DTP). Please note that prevailing exit load structure at the time of investment will be applicatble for redemption/switch out.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Invesco India Midcap Fund - Growth Option 48.33 37.76 26.86 28.54 18.36
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 58.39 45.57 36.68 33.12 20.68
HSBC Midcap Fund - Regular Growth 44.35 38.5 27.26 25.6 17.77
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 43.08 36.76 27.47 30.4 19.25
Kotak Emerging Equity Scheme - Growth 36.96 31.35 24.34 27.32 18.82
JM Midcap Fund (Regular) - Growth 36.82 37.56 0 0 0
Franklin India Prima Fund-Growth 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 36.34 35.93 0 0 0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 35.64 33.75 0 0 0
Sundaram Mid Cap Fund Regular Plan - Growth 35.63 33.99 26.68 24.79 16.35
Fund Manager
Aditya Khemani, Amit Ganatra:
Scheme Objective
The scheme will invest primarily in mid cap companies. Mid Cap companies means companies which have a market capitalisation of less than the last stock of S&P CNX Nifty and more than 5% of the market capitalisation of the last stock of the S&P CNX Nifty. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On Invesco India Midcap Fund - Growth Option NIFTY 50 TRI Equity: Mid Cap
CAGR since inception 17.48% 13.95% 21.06%
1 Year 48.33% 12.84% 32.91%
3 Year 26.86% 13.73% 23.47%
5 Year 28.54% 15.28% 26.40%
10 Year 18.36% 12.46% 17.10%
Nav / Index Value as on2024-12-22 5,860.91% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 1.02
Cash & Cash Equivalents -0.05
Equity 99.03
Company Holding
THE FEDERAL BANK LIMITED 4.5
DIXON TECHNOLOGIES (INDIA) LIMITED 4.19
TRENT LIMITED 3.88
MAX HEALTHCARE INSTITUTE LIMITED 3.75
PRESTIGE ESTATES PROJECTS LIMITED 3.68
COFORGE LIMITED 3.48
BSE LIMITED 3.48
L & T FINANCE HOLDINGS LIMITED 3.27
J.K.CEMENT LIMITED 2.75
ETHOS LIMITED 2.68
FAQ's of Invesco India Midcap Fund - Growth Option
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Invesco India Midcap Fund - Growth Option