Equity | Mid Cap
3Y Returns
23.8%
Min SIP
₹500
Min Lumpsum
₹1000
Expense Ratio
0.58%
Fund Size
₹3968 Cr
Inception Date
01-Jan-13
Fund Manager
Amit Ganatra
Exit Load
Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
99.45%
Debt & Others
0.55%
Market Cap Allocation
Large Cap
18.13%
Mid Cap
63.41%
Small Cap
17.91%
Other Cap
0.55%
Investment Objective
To Generate Capital Appreciation By Investing Predominantly In Midcap Companies.
Fund House Detail
AMC Name
Invesco Asset Management Company Pvt Ltd.
Scheme Document
https://invescomutualfund.com/literature-and-form?tab=SchemeAddress
2101-A, A Wing, 21st Floor, Marathon Futurex,N. M. Joshi Marg, Lower ParelMumbai - 400 013
Invesco India Midcap Fund - Direct Plan Growth
1Y
53.85%
3Y
23.8%
5Y
29.22%
Motilal Oswal Midcap Fund - Direct Growth
1Y
65.02%
3Y
33.49%
5Y
33.51%
Hdfc Mid-Cap Opportunities Fund - Direct Plan - Growth Option
1Y
43.73%
3Y
27.23%
5Y
29.95%
Quant Mid Cap Fund Direct Plan - Growth
1Y
40.48%
3Y
26.93%
5Y
35.12%
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
58.73%
3Y
26.34%
5Y
27.7%
Edelweiss Mid Cap Fund - Direct Plan Growth Option
1Y
56.57%
3Y
25.49%
5Y
31.86%
Mahindra Manulife Mid Cap Fund - Direct - Growth
1Y
48.82%
3Y
25.14%
5Y
29.89%
Nippon India Growth Fund Direct Plan Growth Plan Growth
1Y
47.2%
3Y
25.01%
5Y
30.52%
Sundaram Mid Cap Fund Direct Growth
1Y
50.71%
3Y
24.51%
5Y
25.56%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
47.91%
3Y
24.51%
5Y
27.8%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
49.09%
3Y
23.62%
5Y
25.16%
Kotak Emerging Equity Fund - Direct Plan - Growth
1Y
45.08%
3Y
23.21%
5Y
28.92%
Iti Mid Cap Fund- Direct Plan- Growth
1Y
55.26%
3Y
22.82%
5Y
NA
Tata Mid Cap Growth Fund Direct Plan Growth
1Y
40.49%
3Y
21.59%
5Y
26.94%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
51.28%
3Y
21.22%
5Y
22.22%
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
42.58%
3Y
21.19%
5Y
24.7%
Franklin India Prima Fund - Direct Growth
1Y
49.75%
3Y
20.89%
5Y
24.29%
Uti Core Equity Fund - Direct Growth Plan
1Y
46.3%
3Y
20.82%
5Y
24.73%
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
38.97%
3Y
20.81%
5Y
24.32%
Icici Prudential Midcap Fund - Direct Plan - Growth
1Y
49.76%
3Y
20.59%
5Y
25.83%
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
39.63%
3Y
20.4%
5Y
23.34%
Sbi Magnum Midcap Fund - Direct Plan - Growth
1Y
34.29%
3Y
20.17%
5Y
28.57%
Union Midcap Fund - Direct Plan - Growth
1Y
39.94%
3Y
19.53%
5Y
NA
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
45.47%
3Y
19.31%
5Y
23.07%
Aditya Birla Sun Life Midcap Fund -Plan - Growth-Direct Plan
1Y
42.68%
3Y
19.29%
5Y
25.03%
Dsp Equity Opportunities Fund - Direct Plan - Growth
1Y
45.66%
3Y
19.26%
5Y
22.49%
Mirae Asset Midcap Fund - Direct Plan - Growth
1Y
37.91%
3Y
19.17%
5Y
27.89%
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
44.21%
3Y
18.99%
5Y
21.91%
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
46.73%
3Y
18.82%
5Y
NA
Edelweiss Large And Mid Cap Fund - Direct Plan Growth
1Y
41.11%
3Y
18.62%
5Y
23.45%
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.