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
70.24%
1Y return
+0.31% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹94.91
Min. SIP Amount₹500
Rating4star
Fund Size₹1,705.79 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns70.2%20.5%19.8%21.6%
Category average72.8%17.0%15.6%NA
Rank with in category2294NA
Understand termsinfo

Holdings (46)

NameSectorInstrumentAssets
Gland Pharma Ltd.
HealthcareEquity3.7%
Endurance Technologies Ltd.AutomobileEquity3.6%
Vinati Organics Ltd.ChemicalsEquity3.5%
Bharat Electronics Ltd.EngineeringEquity3.4%
Gujarat Gas Ltd.EnergyEquity3.3%
Persistent Systems Ltd.TechnologyEquity3.3%
Mphasis Ltd.TechnologyEquity3.2%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity3.0%
Craftsman Automation Ltd.
EngineeringEquity2.9%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity2.8%
See All

Pros and cons

Category: Equity Mid Cap

Pros

  • Lower expense ratio - 0.79%
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • 1Y Returns are lower than the category average returns

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 termsinfo

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
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Neelesh Dhamnaskar
Jul 2018 - Present
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Fund house & investment objective

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Fund house contact details

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