Invesco India Large & Mid Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Invesco India Large & Mid Cap Growth Direct Plan

NAV
₹105.4500
-0.30%
(2 Apr)
AUM
9,392 Cr
TER
0.6%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+5.5%
+4.2%
+3.5%
+3.2%
+2.1%
-0.2%
3Y
+23.0%
+22.2%
+20.4%
+19.2%
+21.9%
+15.8%
5Y
+19.2%
+18.3%
+17.0%
+18.7%
+16.4%
+13.7%
ALL
+20.5%
+15.1%
+14.2%
+15.6%
+16.6%
+11.7%
VOL
19.6%
15.9%
15.5%
15.3%
15.8%
-
TER
0.8%
0.5%
0.9%
0.8%
0.6%
-
AUM
₹15,017 Cr
₹14,780 Cr
₹5,724 Cr
₹28,506 Cr
₹9,392 Cr
-
INFO
1.05
0.95
0.91
1.02
1.05
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Invesco India Large & Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Max Healthcare Institute Ltd Ordinary Shares
7.2%
InterGlobe Aviation Ltd
6.0%
BSE Ltd
4.6%
Sai Life Sciences Ltd
4.6%
Trent Ltd
4.5%
Eternal Ltd
4.3%
ICICI Bank Ltd
4.0%
Swiggy Ltd
3.5%
The Federal Bank Ltd
3.5%
L&T Finance Ltd
3.4%
Top industry exposure
Financial Services
29.5%
Healthcare
20.7%
Consumer Cyclical
19.4%
Industrials
13.5%
Real Estate
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
32%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 10% units and 1% for redemption between 10% to Maximum% units and within 365 days
Fund objective
To generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
Fund manager(s)
Aditya Khemani

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