How to Invest in Invesco India Mid Cap Fund IDCW?

You can easily invest in Invesco India Mid Cap Fund IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Invesco India Mid Cap Fund IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Invesco India Mid Cap Fund IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Invesco India Mid Cap Fund IDCW provide?

The Invesco India Mid Cap Fund IDCW has been there from 19 Apr 2007 and the average annual returns provided by this fund is -0.39% since its inception.

How much expense ratio is charged by Invesco India Mid Cap Fund IDCW?

The term Expense Ratio used for Invesco India Mid Cap Fund IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Invesco India Mid Cap Fund IDCW is 2.01% as of 21 Mar 2023...

What is the AUM of Invesco India Mid Cap Fund IDCW?

The AUM, short for Assets Under Management of Invesco India Mid Cap Fund IDCW is ₹2,618.62Cr as of 21 Mar 2023.

How to Redeem Invesco India Mid Cap Fund IDCW?

If you want to sell your Invesco India Mid Cap Fund IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Invesco India Mid Cap Fund IDCW?

You can select either SIP or Lumpsum investment of Invesco India Mid Cap Fund IDCW based on your investment objective and risk tolerance.

What is the NAV of Invesco India Mid Cap Fund IDCW?

The NAV of Invesco India Mid Cap Fund IDCW is ₹31.82 as of 20 Mar 2023.

What is the PE and PB ratio of Invesco India Mid Cap Fund IDCW?

The PE ratio ratio of Invesco India Mid Cap Fund IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Invesco India Mid Cap Fund IDCW - NAV, Mutual Fund Performance & Portfolio

Invesco India Mid Cap Fund IDCW
Equity
Mid Cap
Very High Risk
Payout
25.91%
3Y annualised
-0.98% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 20 Mar 2023₹31.82
Min. SIP amountNot Supported
Rating3
Fund size₹2,618.62Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.4%25.9%12.9%14.3%
Category average3.0%28.3%11.1%NA
Rank with in category26216NA
Understand terms
Holdings (62)NameSectorInstrumentAssets
Persistent Systems Ltd.TechnologyEquity3.1%
Sundram Fasteners Ltd.Capital GoodsEquity2.7%
Indian BankFinancialEquity2.5%
Bharat Forge Ltd.AutomobileEquity2.4%
Abbott India Ltd.HealthcareEquity2.4%
Trent Ltd.ServicesEquity2.3%
UNO Minda Ltd.AutomobileEquity2.3%
Jindal Steel & Power Ltd.Metals & MiningEquity2.2%
Coforge Ltd.TechnologyEquity2.2%
Max Healthcare Institute Ltd.HealthcareEquity2.1%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
2.01%
31 Jan 2023 - 28 Feb 2023
2.03%
31 Dec 2022 - 31 Jan 2023
1.99%
31 Dec 2022 - 31 Dec 2022
1.99%
30 Nov 2022 - 31 Dec 2022
2.10%
30 Nov 2022 - 30 Nov 2022
2.10%
30 Nov 2022 - 30 Nov 2022
2.10%
31 Oct 2022 - 30 Nov 2022
2.06%
31 Oct 2022 - 31 Oct 2022
2.06%
31 Oct 2022 - 31 Oct 2022
2.06%
31 Oct 2022 - 31 Oct 2022
2.06%
30 Sep 2022 - 31 Oct 2022
2.00%
30 Sep 2022 - 30 Sep 2022
2.00%
30 Sep 2022 - 30 Sep 2022
2.00%
31 Aug 2022 - 30 Sep 2022
2.15%
31 Aug 2022 - 31 Aug 2022
2.15%
31 Jul 2022 - 31 Aug 2022
2.10%
31 Jul 2022 - 31 Jul 2022
2.10%
30 Jun 2022 - 31 Jul 2022
2.07%
30 Jun 2022 - 30 Jun 2022
2.07%
31 May 2022 - 30 Jun 2022
2.09%
31 May 2022 - 31 May 2022
2.09%
30 Apr 2022 - 31 May 2022
2.27%
30 Apr 2022 - 30 Apr 2022
2.27%
31 Mar 2022 - 30 Apr 2022
2.20%
31 Mar 2022 - 31 Mar 2022
2.20%
28 Feb 2022 - 31 Mar 2022
2.26%
28 Feb 2022 - 28 Feb 2022
2.26%
31 Jan 2022 - 28 Feb 2022
2.22%
31 Dec 2021 - 31 Jan 2022
2.14%
30 Nov 2021 - 31 Dec 2021
2.29%
31 Oct 2021 - 30 Nov 2021
2.32%
30 Sep 2021 - 31 Oct 2021
2.13%
31 Aug 2021 - 30 Sep 2021
2.21%
31 Jul 2021 - 31 Aug 2021
2.24%
30 Jun 2021 - 31 Jul 2021
2.26%
31 May 2021 - 30 Jun 2021
2.18%
30 Apr 2021 - 31 May 2021
2.30%
31 Mar 2021 - 30 Apr 2021
1.98%
28 Feb 2021 - 31 Mar 2021
2.24%
31 Jan 2021 - 28 Feb 2021
2.28%
31 Dec 2020 - 31 Jan 2021
2.26%
30 Nov 2020 - 31 Dec 2020
2.42%
31 Oct 2020 - 30 Nov 2020
2.26%
30 Sep 2020 - 31 Oct 2020
2.12%
31 Aug 2020 - 30 Sep 2020
2.36%
31 Jul 2020 - 31 Aug 2020
2.30%
30 Jun 2020 - 31 Jul 2020
2.50%
31 May 2020 - 30 Jun 2020
2.35%
30 Apr 2020 - 31 May 2020
2.47%
31 Mar 2020 - 30 Apr 2020
2.53%
29 Feb 2020 - 31 Mar 2020
2.39%
31 Jan 2020 - 29 Feb 2020
2.45%
31 Dec 2019 - 31 Jan 2020
2.51%
30 Nov 2019 - 31 Dec 2019
2.51%
31 Oct 2019 - 30 Nov 2019
2.55%
30 Sep 2019 - 31 Oct 2019
2.44%
31 Aug 2019 - 30 Sep 2019
2.62%
31 Jul 2019 - 31 Aug 2019
2.61%
30 Jun 2019 - 31 Jul 2019
2.62%
31 May 2019 - 30 Jun 2019
2.56%
30 Apr 2019 - 31 May 2019
2.70%
31 Mar 2019 - 30 Apr 2019
2.47%
28 Feb 2019 - 31 Mar 2019
2.80%
31 Jan 2019 - 28 Feb 2019
2.51%
31 Dec 2018 - 31 Jan 2019
2.68%
30 Nov 2018 - 31 Dec 2018
2.69%
31 Oct 2018 - 30 Nov 2018
2.78%
30 Sep 2018 - 31 Oct 2018
2.55%
31 Aug 2018 - 30 Sep 2018
2.85%
31 Jul 2018 - 31 Aug 2018
2.82%
30 Jun 2018 - 31 Jul 2018
2.73%
31 May 2018 - 30 Jun 2018
2.59%
30 Apr 2018 - 31 May 2018
2.59%
31 Mar 2018 - 30 Apr 2018
2.60%
28 Feb 2018 - 31 Mar 2018
2.59%
31 Jan 2018 - 28 Feb 2018
2.58%
31 Dec 2017 - 31 Jan 2018
2.59%
30 Nov 2017 - 31 Dec 2017
2.59%
31 Oct 2017 - 30 Nov 2017
2.57%
Expense ratio, exit load and taxExpense ratio: 2.01%Inclusive of GST
Exit loadFor units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementPranav Gokhale
Mar 2018 - Present
View details
Education
Mr. Gokhale is a Chartered Accountant & holds M.Com degree.
Experience
Prior to joining Invesco Mutual Fund, he has worked with IL&FS, ICICI Direct, Rosy Blue Securities Pvt. Ltd., and International Ship Repair LLC Fujairiah.
Also manages these schemes
Invesco India Mid Cap Fund Growth
Invesco India Mid Cap Fund IDCW
Invesco India Arbitrage Fund Growth
Invesco India Arbitrage Fund IDCW
Invesco India Growth Opportunities Fund IDCW
Invesco India Growth Opportunities Fund Growth
Invesco India Dynamic Equity Fund IDCW
Invesco India Dynamic Equity Fund Growth
Invesco India Infrastructure Fund IDCW
Invesco India Infrastructure Fund Growth
Invesco India Multicap Fund IDCW
Invesco India Multicap Fund Growth
Invesco India PSU Equity Fund Growth
Invesco India PSU Equity Fund IDCW
Invesco India Regular Savings Fund Growth
Invesco India Regular Savings Fund IDCW Monthly
Invesco India Nifty 50 ETF
Invesco India Dynamic Equity Fund Direct IDCW
Invesco India Dynamic Equity Fund Direct Growth
Invesco India Growth Opportunities Fund Direct IDCW
Invesco India Growth Opportunities Fund Direct Growth
Invesco India PSU Equity Fund Direct IDCW
Invesco India PSU Equity Fund Direct Growth
Invesco India Arbitrage Fund Direct IDCW
Invesco India Arbitrage Fund Direct Growth
Invesco India Mid Cap Fund Direct IDCW
Invesco India Mid Cap Fund Direct Growth
Invesco India Infrastructure Fund Direct IDCW
Invesco India Infrastructure Fund Direct Growth
Invesco India Multicap Fund Direct IDCW
Invesco India Multicap Fund Direct Growth
Invesco India Regular Savings Fund Direct Growth
Invesco India Regular Savings Fund Direct IDCW Monthly
Invesco India Arbitrage Fund Direct Bonus
Invesco India Arbitrage Fund Bonus
Invesco India Arbitrage Fund Direct Annual Bonus
Invesco India Arbitrage Fund Annual Bonus
Invesco India Equity & Bond Fund Direct IDCW
Invesco India Equity & Bond Fund Regular IDCW
Invesco India Equity & Bond Fund Regular Growth
Invesco India Equity & Bond Fund Direct Growth
Invesco India Smallcap Fund Direct Growth
Invesco India Smallcap Fund Direct IDCW
Invesco India Smallcap Fund Regular Growth
Invesco India Smallcap Fund Regular IDCW
Fund house & investment objective
Invesco Mutual Fund
Rank (total assets)#16 in India
Total AUM₹44,138.01Cr
Date of Incorporation24 Jul 2006
 Invesco India Mid Cap Fund IDCW is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 24 Jul 2006. Vinay Paharia is the Current Fund Manager of Invesco India Mid Cap Fund IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹44,138 Cr and the Latest NAV as of 20 Mar 2023 is ₹31.82.
The Invesco India Mid Cap Fund IDCW is rated Very High risk. Minimum SIP Investment is set to ₹500. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
;
Investment ObjectiveThe scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
;
Fund benchmarkS&P BSE 150 MidCap Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
2101 - A-A Wing - 21st Floor,Marathon Futurex,N.M. Joshi Marg, Lower Parel, Mumbai 400013
Phone
022-67310000 / 1800-209-0007
Launch Date
24 Jul 2006
E-mail
[email protected]
Website
NA
Invesco Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Invesco India Mid Cap Fund IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	-0.4%	25.9%	12.9%	14.3%
Category average	3.0%	28.3%	11.1%	NA
Rank with in category	26	21	6	NA

Name	Sector	Instrument	Assets
Persistent Systems Ltd.	Technology	Equity	3.1%
Sundram Fasteners Ltd.	Capital Goods	Equity	2.7%
Indian Bank	Financial	Equity	2.5%
Bharat Forge Ltd.	Automobile	Equity	2.4%
Abbott India Ltd.	Healthcare	Equity	2.4%
Trent Ltd.	Services	Equity	2.3%
UNO Minda Ltd.	Automobile	Equity	2.3%
Jindal Steel & Power Ltd.	Metals & Mining	Equity	2.2%
Coforge Ltd.	Technology	Equity	2.2%
Max Healthcare Institute Ltd.	Healthcare	Equity	2.1%

Rank (total assets)	#16 in India
Total AUM	₹44,138.01Cr

Date of Incorporation	24 Jul 2006

Fund benchmark	S&P BSE 150 MidCap Total Return Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹2,618.62Cr

Invesco India Mid Cap Fund IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (62)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.01%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Pranav GokhaleMar 2018 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Pranav Gokhale
Mar 2018 - Present
View details