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Invesco India Midcap Fund

Invesco India Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

25.91

as on 20 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,962 today.

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NAV Performance

Invesco India Midcap Fund performance graph for last 3 years
Performance of Invesco India Midcap Fund for last 3 Years

Fund Information

  • ₹ 84.160

    as on 20 Mar 2023
  • Regular - Growth

  • 8 / 25

  • ₹ 1,000

  • ₹ 2,059 Cr.

    as on 31 Dec 2021
  • 2.32%

  • 02 Jan 2013

  • Equity - Mid Cap Fund

  • Nifty Midcap 100 TRI

  • Invesco Mutual Fund

    Show All Funds
  • Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Invesco India Midcap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Invesco Mutual Fund. You can also view here all other Equity funds offered by Invesco Mutual Fund.

Latest NAV of the fund is ₹ 84.160 as on 20 Mar 2023.

This fund has 10 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.32%. Ideally you shoulds compare this fund with the benchmark Nifty Midcap 100 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

To generate capital appreciation by investing predominantly in Midcap companies

List of Fund Managers of Invesco India Midcap Fund

  • About Pranav Gokhale

    Picture of Pranav GokhalePranav has over 17 years of experience, which includes over 10 years of experience in Indian equity markets and is currently serving as a Fund Manager at Invesco. Prior to Invesco, he has worked with IL&FS as Assistant Manager - Senior Equity Analyst, ICICI Direct as Assistant Manager – Research, International Ship Repair LLC Fujairah as Senior Financial Officer and Rosy Blue Securities. Pranav is a Chartered Accountant from the Institute of Chartered Accountants of India, New Delhi and has also done his M.Com from Mumbai University.
  • About Neelesh Dhamnaskar

    Picture of Neelesh DhamnaskarNeelesh is a Fund Manager for the equity investment team. He has over 14 years of experience in equity research and financial services domain. In his last assignment with Enam (now a part of Axis Bank), he was tracking companies across sectors and also assisting the PMS Fund Manager in his investment decisions. Prior to this, he was working with KRC, a domestic broking house, tracking companies within the automobiles, metals and sugar sector. He has also worked with Anand Rathi Securities Limited as a Commodities Research Analyst. He holds a Commerce degree and an MMS degree with specialization in Finance from Mumbai University. He is also pursuing CFA (USA) and is a Level III candidate.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -1.68% -4.50% -0.90% 26.13% 41.90% 41.72% 17.76% 19.94% 7.56% 16.47% 25.88% 22.60% 17.67%
Category Average -3.81% -7.08% -7.73% 2.41% 13.40% 29.23% 11.73% 16.98% -1.93% 3.74% 16.10% 15.36% 14.65%
Invesco India Midcap Fund -4.45%₹ 9,554 -7.49%₹ 9,251 -6.03%₹ 9,397 -0.39%₹ 9,960 -1.57%₹ 11,899 10.63%₹ 12,241 2.42%₹ 24,604 25.91%₹ 19,962 13.90%₹ 44,252 12.88%₹ 18,331 14.64%₹ 86,536 18.21%₹ 53,333 15.22%₹ 2,66,078
Kotak Emerging Equity Fund -2.97%₹ 9,703 -4.50%₹ 9,549 -5.67%₹ 9,432 4.87%₹ 10,487 2.55%₹ 12,164 14.37%₹ 13,084 6.49%₹ 25,636 32.22%₹ 23,116 19.70%₹ 48,045 13.77%₹ 19,063 18.24%₹ 94,511 19.94%₹ 61,645 17.67%₹ 3,03,538
PGIM India Midcap Opportunities Fund -3.88%₹ 9,611 -7.37%₹ 9,262 -10.07%₹ 8,993 -0.46%₹ 9,954 -4.35%₹ 11,718 15.38%₹ 13,317 2.78%₹ 24,696 39.90%₹ 27,384 20.61%₹ 48,657 16.76%₹ 21,706 22.04%₹ 1,03,642 - -
Edelweiss Mid Cap Fund -3.84%₹ 9,615 -6.73%₹ 9,326 -7.96%₹ 9,203 2.27%₹ 10,227 -0.60%₹ 11,961 13.28%₹ 12,835 4.18%₹ 25,049 33.24%₹ 23,652 18.35%₹ 47,141 12.23%₹ 17,807 17.32%₹ 92,411 - -
Axis Mid Cap Fund -5.02%₹ 9,497 -6.94%₹ 9,306 -9.74%₹ 9,026 -4.62%₹ 9,537 -6.09%₹ 11,603 8.12%₹ 11,693 -1.44%₹ 23,643 23.40%₹ 18,789 10.50%₹ 42,129 14.25%₹ 19,477 13.63%₹ 84,418 17.90%₹ 51,944 15.35%₹ 2,67,941
Nippon India Growth Fund -4.06%₹ 9,593 -6.90%₹ 9,309 -7.52%₹ 9,248 4.08%₹ 10,407 0.15%₹ 12,010 14.85%₹ 13,195 5.53%₹ 25,390 31.21%₹ 22,589 18.80%₹ 47,440 13.65%₹ 18,967 17.46%₹ 92,744 16.69%₹ 46,836 15.40%₹ 2,68,750

Portfolio Holdings

Portfolio holdings pattern of Invesco India Midcap Fund as on 21 Mar 2023 are listed below:

  • Equity Holdings:

    96.99%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.01%

Top Sector Holdings of Invesco India Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
Auto ancillaries 10.68% ₹ 234.47 Cr.
Banks 6.08% ₹ 172.67 Cr.
Computers - Software 7.15% ₹ 157.01 Cr.
Pharmaceuticals 6.35% ₹ 139.14 Cr.
Engineering, designing, construction 5.18% ₹ 113.70 Cr.
Others 64.56% -

Top Stock Holdings of Invesco India Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
Minda Industries Ltd. 4.02% ₹ 88.16 Cr.
Persistent Systems Ltd. 3.86% ₹ 84.75 Cr.
Mphasis Ltd. 3.29% ₹ 72.26 Cr.
Voltas Limited 3.11% ₹ 68.30 Cr.
Sundram Fasteners Ltd. 3.07% ₹ 67.47 Cr.
Others 82.65% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.72%
Net Receivables 0.29%