Fund Details
Invesco India Mid Cap Fund Direct Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.73% |
| NAV | ₹80.57 (04 Mar 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,341 Cr |
Fund Overview
Returns
Comparison
1. Lower expense ratio - 0.73%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| L&T Technology Services Ltd. | Engineering | Equity | 3.8% |
| Coromandel International Ltd. | Chemicals | Equity | 3.7% |
| Balkrishna Industries Ltd. | Automobile | Equity | 3.3% |
| ICICI Bank Ltd. | Financial | Equity | 3.1% |
| Mphasis Ltd. | Technology | Equity | 3.1% |
| Whirlpool Of India Ltd. | Cons Durable | Equity | 3.0% |
| Endurance Technologies Ltd. | Automobile | Equity | 3.0% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.9% |
| Voltas Ltd. | Cons Durable | Equity | 2.9% |
| Honeywell Automation India Ltd. | Engineering | Equity | 2.7% |
Fund Managers
Invesco India Mid Cap Fund Direct Growth Details
Invesco India Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Vinay Paharia is the Current Fund Manager of Invesco India Mid Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,341 Cr and the Latest NAV as of 04 Mar 2021 is ₹80.57.
The Invesco India Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Investment Objective
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
Tax Implications
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.
