Invesco India Midcap Fund Growth

Risk: Very High
₹ 156.89
NAV (Jul 24,2024)

Invesco India Midcap Fund-Growth is an investment fund that focuses on the growth potential of mid-sized Indian companies. With an expense ratio of 1.86%, it allows investors to participate in the growth of these companies. As of the established date in 2007, the fund manages assets worth INR 3,968.48 crores. The minimum investment required is INR 1,000, and there is no lock-in period. With a Price to Earnings ratio of 56.64 and a Price to Book ratio of 9.95, this fund offers potential returns for investors.

Invesco India Midcap Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Invesco India Midcap Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    71.22
  • P/B Ratio
    UM_URBAN_MONEY

    13.18
  • Alpha
    UM_URBAN_MONEY

    0.02
  • Beta
    UM_URBAN_MONEY

    0.82
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.83%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 5216.03 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,661.22 (16.61%)₹ 12,749.07 (27.49%)₹ 15,351.27 (53.51%)₹ 19,259.76 (92.60%)₹ 35,415.35 (254.15%)
₹ 30,000₹ 34,983.66 (16.61%)₹ 38,247.21 (27.49%)₹ 46,053.81 (53.51%)₹ 57,779.28 (92.60%)₹ 1,06,246.05 (254.15%)
₹ 50,000₹ 58,306.1 (16.61%)₹ 63,745.35 (27.49%)₹ 76,756.35 (53.51%)₹ 96,298.8 (92.60%)₹ 1,77,076.75 (254.15%)
₹ 80,000₹ 93,289.76 (16.61%)₹ 1,01,992.56 (27.49%)₹ 1,22,810.16 (53.51%)₹ 1,54,078.08 (92.60%)₹ 2,83,322.8 (254.15%)
₹ 1,00,000₹ 1,16,612.2 (16.61%)₹ 1,27,490.7 (27.49%)₹ 1,53,512.7 (53.51%)₹ 1,92,597.6 (92.60%)₹ 3,54,153.5 (254.15%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Trent Limited4.94%
  • Prestige Estates Projects Limited4.59%
  • Cholamandalam Investment and Finance Company Limited4.10%
  • Max Healthcare Institute Limited4.05%
  • The Federal Bank Limited4.02%
  • Dixon Technologies India Limited4.01%
  • L&T Finance Limited3.70%
  • Kalyan Jewellers India Limited3.47%
  • Cummins India Limited3.01%
  • JK Cement Limited2.94%
  • Coforge Limited2.62%
  • Max Financial Services Limited2.58%
  • Bharat Forge Limited2.43%
  • Apollo Tyres Limited2.21%
  • Apar Industries Limited2.18%
  • BSE Limited2.16%
  • The Indian Hotels Company Limited2.13%
  • Triparty Repo2.03%
  • UNO Minda Limited1.89%
  • Mankind Pharma Limited1.83%
  • Timken India Limited1.81%
  • Global Health Limited1.81%
  • Ethos Ltd1.76%
  • The Phoenix Mills Limited1.75%
  • Astral Limited1.73%
  • Go Digit General Insurance Ltd1.71%
  • Glenmark Pharmaceuticals Limited1.68%
  • Kaynes Technology India Limited1.66%
  • Honasa Consumer Limited1.65%
  • Sundram Fasteners Limited1.63%
  • Craftsman Automation Limited1.54%
  • Jubilant Foodworks Limited1.52%
  • Bharti Airtel Limited1.44%
  • Devyani International Limited1.40%
  • The Ramco Cements Limited1.40%
  • Indian Bank1.37%
  • InterGlobe Aviation Limited1.37%
  • Sobha Limited1.36%
  • Persistent Systems Ltd1.35%
  • Gland Pharma Limited1.28%
  • Thermax Limited1.25%
  • ZF Commercial Vehicle Control Systems India Limited1.11%
  • AIA Engineering Limited1.08%
  • Page Industries Limited0.97%
  • Bharti Hexacom Limited0.95%
  • Ratnamani Metals & Tubes Limited0.91%
  • Innova Captab Limited0.85%
  • Grindwell Norton Limited0.75%
  • MphasiS Limited0.07%
  • Sonata Software Limited0.04%
  • Sobha Ltd Rights0.03%
  • Net Receivables Payables-0.12%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

28.19%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

27.50%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

27.39%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.60%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.48%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

22.45%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.18%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

21.24%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.28%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.91%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

75.30%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

61.69%

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

60.05%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

58.47%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

52.56%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

50.77%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

50.11%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

47.74%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

45.91%

Canara Robeco Mid Cap Fund - Regular Plan - GrowthCanara Robeco Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.78%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

30.15%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.70%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.31%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

25.06%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

24.46%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.06%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.49%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.82%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

34.03%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.11%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

29.26%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.77%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.36%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.80%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.50%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

23.75%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.56%

Show all Funds

Fund Managers

AK

Mr. Aditya KhemaniVice President and Fund Manager - Equities

Mr. Aditya Khemani has 8 Years of experience in research. He has held various positions in HSBC AMC and is associated with AMC since Oct 2007. Earlier to this he has worked with SBI Funds Management India Private Limited, Prudential ICICI Asset Management Company India Pvt Ltd., Morgan Stanley Advantage Services Private Limited in various positions.

AG

Mr. Amit GanatraFund Manager - Equity

Amit has over 10 years experience in equity research. In his last assignment, Amit was working with DBS Cholamandalam Mutual Fund covering banking, property and construction sectors. Prior to DBS Cholamandalam Mutual Fund, he was working with Fidelity as sector specialist covering the banking sector. Amit holds a Commerce degree and is a Charted Accountant. He is also a Chartered Financial Analyst from AIMR.

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FAQ's

What is the risk level associated with the Invesco India Midcap Fund - Growth?

The Invesco India Midcap Fund - Growth is classified as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Invesco India Midcap Fund - Growth as of Jul 24,2024?

The current NAV of the Invesco India Midcap Fund - Growth as of Jul 24,2024 is INR 156.89.

What are the returns generated by the Invesco India Midcap Fund - Growth over the past 1, 3, and 5 years?

The Invesco India Midcap Fund - Growth has delivered returns of 49.39% in the past year, 24.15% over 3 years, and 23.81% over 5 years.

What is the expense ratio associated with the Invesco India Midcap Fund - Growth?

The Invesco India Midcap Fund - Growth has an expense ratio of 1.86%.

What is the minimum investment amount required for the Invesco India Midcap Fund - Growth?

The Invesco India Midcap Fund - Growth has a minimum investment amount of INR 1000.

Is there a systematic investment plan (SIP) available for the Invesco India Midcap Fund - Growth?

Yes, SIP is available for the Invesco India Midcap Fund - Growth with a minimum investment of INR 1000 per month.

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