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Home>Mutual Funds>Invesco Mutual Fund>Invesco India Mid Cap Fund Direct Growth

Invesco India Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
24.62%
3Y annualised
-3.55% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Nov 2021₹98.62
Min. SIP amount₹500
Rating4
Fund size₹2,060.51Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns49.7%24.6%21.0%21.3%
Category average72.8%17.0%15.6%NA
Rank with in category18134NA
Understand terms

Holdings (44)

NameSectorInstrumentAssets
TechnologyEquity3.7%
EngineeringEquity3.5%
EngineeringEquity3.5%
AutomobileEquity3.3%
TechnologyEquity3.3%
Consumer DurableEquity3.3%
EnergyEquity3.2%
AutomobileEquity3.0%
EngineeringEquity2.8%
FinancialEquity2.8%
See All

Pros and cons

Category: Equity Mid Cap

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 2.55 The fund has generated returns higher than benchmark - NIFTY Midcap 100 TRI - in the last 3Y
Lower expense ratio: 0.79%

Cons

1Y annualised returns lower than category average by 14.7%

Expense ratio, exit load and tax

Expense ratio: 0.79%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Pranav Gokhale
Mar 2018 - Present
View details
Neelesh Dhamnaskar
Jul 2018 - Present
View details

Fund house & investment objective

Fund house contact details

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