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Invesco India Midcap Fund - Direct Plan Growth

Equity | Mid Cap

(NAV as of 31/10/2024)
193.77 (0.22)

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.

Wealthzi View

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%

Sector Allocation

Industrial Products

13.81%

Finance

11.14%

Automobiles

8.23%

Consumer Durables

7.83%

Real Estate

5.89%

Top Ten Holdings

Max Healthcare Institute Ltd

4.21%

Trent Ltd [Lakme Ltd]

4.04%

L&T Finance Holdings Ltd

4.02%

Cholamandalam Investment And Finance Company Ltd

3.92%

Federal Bank Ltd

3.92%

Investment Objective

To Generate Capital Appreciation By Investing Predominantly In Midcap Companies.

Fund House Detail

AMC Name

Invesco Asset Management Company Pvt Ltd.

Address

2101-A, A Wing, 21st Floor, Marathon Futurex,N. M. Joshi Marg, Lower ParelMumbai - 400 013

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