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Invesco India Midcap Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 72.08 | 2.25 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.29 | 59.00 | 1.68 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| — |
About Mid Cap Fund
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Peers & Comparison
EquityMid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Invesco India Midcap Fund(IDCW) | 48.28% | 26.05% | 15.51% |
| HDFC Mid-Cap Opportunities Fund(IDCW) | 26.07% | 19.45% | 14.35% |
| Kotak Emerging Equity Fund(IDCW-Payout) | 40.34% | 24.24% | 17.81% |
| Nippon India Growth Fund(IDCW) | 28.40% | 21.06% | 11.46% |
Price Comparison
Compare Invesco India Midcap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Federal Bank Ltd3M change : 0.49 %
Holdings
4.53 %
0.49 % - Max Healthcare Institute Ltd3M change : 0.25 %
Holdings
4.06 %
0.25 % - Trent Ltd3M change : -0.22 %
Holdings
3.96 %
-0.22 %
AMC Profile
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
37
Total AUM
₹ 1,06,358.01 Cr.
Fund Manager Profile
Aditya Khemani
AUM: ₹17,418.63 Cr.
|
Exp: 8yrs
Amit Ganatra
AUM: ₹33,457.61 Cr.
|
Exp: 10yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Opinions and Fund Reviews
AXIS MIDCAP FUND VS PGIM INDIA MIDCAP OPP. FUND VS DSP MIDCAP FUND VS INVESCO INDIA MIDCAP FUND
3 years ago•Banking Mastery
Top 3 Best Mid Cap Fund For 2021 | High Return & Low Risk Mid Cap Funds !
3 years ago•Banking Mastery
Rs.100 SIP For 2020 ! Best Mutual Funds For College Students !
4 years ago•Banking Mastery
Axis Mid Cap Fund Vs DSP Mid Cap Fund Vs Invesco India Mid Cap Fund Vs L&T Mid Cap Fund
4 years ago•Banking Mastery
Top 3 Mid Cap Mutual Fund to invest after Corona virus market crash 2020 | Coronavirus
4 years ago•Time To Invest
💪कौनसा Mid Cap फ़ंड है दमदार? Axis Midcap Fund vs DSP Midcap Fund vs Invesco India Mid Cap Fund
4 years ago•Time To Invest
Invesco India MIdcap Fund Review with Morningstar India
6 years ago•freefincal - Prudent DIY Investing
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%