Invesco India Midcap Fund - Growth Option
NAV as on 10-04-2026
₹ 173.39
₹
2.83
(
1.6322%)
AUM as on 27-02-2026
10,753.75 Cr
Rtn (Since Inception)
16.21%
Invesco India Midcap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Mid Cap |
| Launch Date: | 19-04-2007 |
| Assets Class: | Equity |
| Benchmark: | BSE 150 MidCap TRI |
| TER: | 1.71% As on (28-02-2026) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 10,753.75 Cr As on (27-02-2026) |
| Turn over: | 81 |
| Exit Load: | If upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment - Nil. For any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment - 1%. If units are redeemed or switched-out after 1 year from the date of allotment - Nil. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Invesco India MidCap Gr | 19-04-2007 | 19.25 | 14.01 | 26.07 | 19.94 | 18.29 |
| ICICI Pru MidCap Gr | 10-10-2004 | 31.96 | 12.8 | 25.74 | 19.49 | 17.41 |
| HSBC Midcap Fund Reg Growth | 09-08-2004 | 26.41 | 10.6 | 25.07 | 17.62 | 17.02 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 22.33 | 12.31 | 25.83 | 0.0 | 0.0 |
| Mirae Asset MidCap Reg | 01-07-2019 | 20.04 | 6.75 | 20.21 | 16.72 | 0.0 |
| Kotak Midcap Fund Reg Gr | 30-03-2007 | 19.76 | 11.43 | 21.04 | 17.71 | 18.0 |
| Canara Robeco Mid Cap Fund Reg Gr | 01-12-2022 | 19.55 | 8.49 | 19.83 | 0.0 | 0.0 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 13-03-2025 | 19.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Union MidCap Reg Gr | 23-03-2020 | 19.06 | 8.61 | 20.76 | 17.03 | 0.0 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 18.69 | 9.36 | 24.2 | 21.0 | 18.33 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Installment Amount
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