Invesco India Midcap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 52.93 | 24.74 | 22.92 | 17.47 |
Average Rolling Returns(%) | 23.86 | 20.38 | 17.93 | 20.33 |
The Current NAV of Invesco India Midcap Fund - Growth - Direct Plan is ₹159.88.
You can consider SIP in Invesco India Midcap Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Midcap 100 returns, as Funds portfolio is significantly different.
Invesco India Midcap Fund - Growth - Direct Plan fund’s expense ratio is 0.61%
The process for redemption is
The AUM of Invesco India Midcap Fund - Growth - Direct Plan is currently ₹4,280 Crores.
The Top three stocks are Trent, Max Healthcare Inst and Chola Invest & Fin. and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 38% of fund’s portfolio respectively.
Top three sectors of Invesco India Midcap Fund - Growth - Direct Plan fund are BFSI, Auto and Healthcare accounting for 48% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Invesco India Midcap Fund - Growth - Direct Plan Fund is Equity - Mid Cap Fund.
Pranav Gokhale manages the Invesco India Midcap Fund - Growth - Direct Plan Fund.
Invesco India Midcap Fund - Growth - Direct Plan current PE ratio is 61.32 and PB ratio is 10.50
The asset allocation of Invesco India Midcap Fund - Growth - Direct Plan is Stocks : 99.07%, Debt : 0.93% and Gold : 0%
The minimum SIP amount for Invesco India Midcap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Invesco India Midcap Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for above the limits on or before 1 year, Nil after 1 year