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Invesco India Midcap Fund Growth Direct Plan
NAV (Apr 22,2024)
Invest in Invesco India Midcap Fund - Growth - Direct Plan and see your money grow. With an expense ratio of 0.58%, this fund aims to provide long-term capital growth. The fund has an established date of January 1, 2013, and a minimum investment requirement of ₹1000. The PE ratio is 56.64 and the PB ratio is 9.95, indicating potential value in midcap stocks. With a scheme AUM of ₹3968.48 Crores, this fund offers an opportunity to invest in promising midcap companies.
Invesco India Midcap Fund Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Invesco India Midcap Fund Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio61.32
- P/B Ratio10.51
- Alpha0.02
- Beta0.80
- Sharpe0.22
- Sortino0.34
Fund Overview
0.61%
0%
No Lock-in
₹ 4280.22 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 24, 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 | ₹ 10,622.14 (6.22%) | ₹ 12,319.22 (23.19%) | ₹ 15,103.53 (51.04%) | ₹ 20,379.07 (103.79%) | ₹ 29,057.42 (190.57%) |
₹ 30,000 | ₹ 31,866.42 (6.22%) | ₹ 36,957.66 (23.19%) | ₹ 45,310.59 (51.04%) | ₹ 61,137.21 (103.79%) | ₹ 87,172.26 (190.57%) |
₹ 50,000 | ₹ 53,110.7 (6.22%) | ₹ 61,596.1 (23.19%) | ₹ 75,517.65 (51.04%) | ₹ 1,01,895.35 (103.79%) | ₹ 1,45,287.1 (190.57%) |
₹ 80,000 | ₹ 84,977.12 (6.22%) | ₹ 98,553.76 (23.19%) | ₹ 1,20,828.24 (51.04%) | ₹ 1,63,032.56 (103.79%) | ₹ 2,32,459.36 (190.57%) |
₹ 1,00,000 | ₹ 1,06,221.4 (6.22%) | ₹ 1,23,192.2 (23.19%) | ₹ 1,51,035.3 (51.04%) | ₹ 2,03,790.7 (103.79%) | ₹ 2,90,574.2 (190.57%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Trent Limited5.04%
- Max Healthcare Institute Limited4.30%
- Cholamandalam Investment and Finance Company Limited4.27%
- The Federal Bank Limited4.03%
- L&T Finance Holdings Limited3.65%
- Kalyan Jewellers India Limited3.61%
- Dixon Technologies India Limited3.33%
- Prestige Estates Projects Limited3.27%
- Max Financial Services Limited3.24%
- Mankind Pharma Limited3.23%
- Apollo Tyres Limited3.16%
- BSE Limited2.90%
- Cummins India Limited2.78%
- The Indian Hotels Company Limited2.46%
- JK Cement Limited2.37%
- Global Health Limited2.23%
- Apar Industries Limited2.19%
- Bharat Forge Limited2.01%
- NTPC Limited2.00%
- Ethos Limited1.97%
- Honasa Consumer Limited1.86%
- Polycab India Limited1.80%
- Astral Limited1.76%
- The Phoenix Mills Limited1.66%
- Sundram Fasteners Limited1.61%
- Indian Bank1.60%
- Persistent Systems Limited1.54%
- Gland Pharma Limited1.53%
- Kaynes Technology India Limited1.50%
- UNO Minda Limited1.44%
- The Ramco Cements Limited1.37%
- ZF Commercial Vehicle Control Systems India Limited1.32%
- Coforge Limited1.30%
- Timken India Limited1.26%
- AIA Engineering Limited1.23%
- Sobha Limited1.23%
- Glenmark Pharmaceuticals Limited1.22%
- Jubilant Foodworks Limited1.19%
- Thermax Limited1.19%
- Triparty Repo1.14%
- Tata Elxsi Limited1.13%
- PNC Infratech Limited1.06%
- Page Industries Limited1.05%
- K P R Mill Limited0.97%
- MphasiS Limited0.97%
- Metro Brands Limited0.94%
- Innova Captab Limited0.92%
- Devyani International Limited0.88%
- Ratnamani Metals & Tubes Limited0.86%
- Craftsman Automation Limited0.64%
- Net Receivables Payables-0.21%
- Retailing7.95%
- Finance - NBFC7.93%
- Finance - Others6.14%
- IT - Software4.94%
- Bank - Private4.03%
- Diamond & Jewellery3.61%
- Auto Ancillary3.40%
- Tyres & Allied3.16%
- Diesel Engines2.78%
- Electric Equipment2.19%
- Consumer Food2.07%
- Textile2.02%
- Forgings2.01%
- Trading1.86%
- Cable1.80%
- Plastic Products1.76%
- Fasteners1.61%
- Bank - Public1.60%
- Bearings1.26%
- Castings/Forgings1.23%
- Miscellaneous0.93%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ITI Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 35.18% |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 28.19% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 26.23% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 23.48% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 22.45% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 22.18% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 21.24% |
Union Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 18.47% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 18.34% |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 13.04% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
JM Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 60.05% |
ITI Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 60.01% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 58.47% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 57.48% |
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 54.17% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 48.28% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 44.56% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 42.78% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 38.98% |
Canara Robeco Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 38.78% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 30.05% |
Taurus Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 26.74% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 25.79% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.70% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 25.06% |
Kotak Emerging Equity Fund - Growth | EQUITY | Very High | 24.46% |
UTI Mid Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 23.15% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 23.03% |
LIC MF Midcap Fund - Growth | EQUITY | Very High | 20.83% |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 20.41% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Mid Cap Fund - Growth | EQUITY | Very High | 31.12% |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 24.73% |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 23.73% |
Kotak Emerging Equity Fund - Growth | EQUITY | Very High | 22.97% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 22.77% |
Taurus Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 22.57% |
UTI Mid Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 21.34% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 20.97% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 19.38% |
LIC MF Midcap Fund - Growth | EQUITY | Very High | 17.79% |
Fund Managers
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.
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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