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Home / Mutual Funds / Invesco India Midcap Fund
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Invesco India Midcap Fund

Equity: Mid Cap | Growth

5Y CAGR

+20.25%

Fund Size

₹13,790.30 Cr

Min. Investment

₹500

Score

72%

QUICK FUND SUMMARY

Invesco India Midcap Fund Growth is an equity mutual fund managing assets worth ₹13,790.30 Cr. The current NAV is ₹199.62 as of Jul 13. It has delivered a 5-year CAGR of 20.25%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds The Federal Bank Ltd., AU Small Finance Bank Ltd., L&T Finance Ltd., Swiggy Ltd. and BSE Ltd..

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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Invesco India Midcap Fund Details

Fund Size

Amount of money that is currently invested in this fund
₹13,790.30 Cr

Type

Equity: Mid Cap

Minimum Investment

₹500

NAV (Jul 13)

NAV or Net Assest Value is the price at which you can buy or sell the units of a Mutual Fund. Most Mutual Funds declare NAV for their schemes at the end of the working day
₹199.62

Plan Type

Regular

Launch Date

It is the date when the fund was opened for investors for the first time
19 Apr 2007

Lock in Period

The period during which the units cannot be sold or redeemed by the investor. The Lock in period starts from the day the units have been allocated
0 days

Plan Option

Growth

Expense Ratio

The Asset Management Company(AMC) incurs many expenses for managing and running fund. These expenses are recovered by the AMC directly from the scheme and are called Expense Ratio
1.88%

Withdrawal Charge

Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

Invesco India Midcap Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Invesco India Midcap Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
stock-icon
Invesco India Midcap Fund
+11.11%+25.94%+20.25%
stock-icon
HDFC Mid Cap Fund
+6.43%+20.48%+20.07%
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Motilal Oswal Midcap Fund
-4.36%+19.50%+22.18%
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Nippon India Growth Mid Cap Fund
+8.74%+22.19%+20.11%

Returns Calculator

Monthly Investment

₹

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹1,640

Your Total Value could have reached:

₹5,240

Invesco India Midcap Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Invesco India Midcap Fund

What is Invesco India Midcap Fund?

Invesco India Midcap Fund is a Growth Equity mutual fund managed by Invesco Mutual Fund. It follows a High Momentum investment strategy. The fund is rated 72/100 on the CRISP scale.

What is the current NAV of Invesco India Midcap Fund?

The current NAV of Invesco India Midcap Fund is ₹199.62 as of Jul 13.

How to invest in Invesco India Midcap Fund on share.market?

You can invest in Invesco India Midcap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

What is the minimum SIP amount for Invesco India Midcap Fund?

The minimum SIP amount for Invesco India Midcap Fund is ₹500.

What is the expense ratio of Invesco India Midcap Fund?

The expense ratio of Invesco India Midcap Fund is 1.88%.

What is the exit load of Invesco India Midcap Fund?

Invesco India Midcap Fund has an exit load as follows: exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

What is the CRISP analysis of Invesco India Midcap Fund?

Invesco India Midcap Fund has a CRISP Score of 72/100, indicating High consistency, relative risk within the acceptable range, investment style High on Momentum factor. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

What are the tax implications of investing in Invesco India Midcap Fund?

Short-term capital gains (STCG) on Invesco India Midcap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.

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Registered Office Address: Office - 2, Floor 3, Wing A, Block A, Salarpuria Softzone, Bellandur Village, Varthur Hobli, Outer Ring Road, Bangalore South, Bangalore , Karnataka - 560103

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