Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Invesco India Midcap Fund - Direct Plan - Growth Option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 5/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 95/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)23.4%
- Expense ratio (20%)0.78%
- AUM (15%)₹15,905 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Invesco Mutual Fund · Equity · Mid Cap
₹240.16
AUM: ₹15,905 Cr
NAV updated 7 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.78%
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Fund Manager
Vinay Paharia
Inception
Jan 2013
Benchmark
BSE 150 MidCap Total Return Index
Sharpe Ratio
0.4
Std Dev (1Y)
17.16%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.21%
3m
+2.84%
6m
+17.86%
1y
+8.0%
3y
+23.4%
5y
+19.66%
10y
+19.66%
since inception
+20.95%
TopFund's Take on Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Midcap Fund - Direct Plan - Growth Option ranks among the stronger performers in the Mid Cap category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 95/100.
Cost: At 0.78%, the expense ratio is roughly in line with the Mid Cap category average of 0.77% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.4 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 17.16% is fairly typical for Mid Cap funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Invesco India Midcap Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of Invesco India Midcap Fund - Direct Plan - Growth Option is ₹240.16. NAV is updated every business day after market close by AMFI.
1Y: 8.0% · 3Y CAGR: 23.4% · 5Y CAGR: 19.66%
The expense ratio of Invesco India Midcap Fund - Direct Plan - Growth Option is 0.78% per annum. This is the annual fee charged by the fund to manage your investment.
Invesco India Midcap Fund - Direct Plan - Growth Option is managed by Vinay Paharia at Invesco Mutual Fund.
Invesco India Midcap Fund - Direct Plan - Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, Invesco India Midcap Fund - Direct Plan - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Invesco India Midcap Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Invesco India Midcap Fund - Direct Plan - Growth Option is ₹15,905 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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