Invesco India Midcap IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Invesco India Midcap IDCW Reinvest Direct Plan

NAV
₹83.5900
-0.05%
(13 Nov)
AUM
9,320 Cr
TER
0.56%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+15.0%
+15.0%
+13.5%
+13.5%
+7.2%
+0.2%
3Y
+28.5%
+28.5%
+27.9%
+27.9%
+22.4%
+27.2%
5Y
+28.6%
+28.6%
NA
NA
+25.2%
+32.1%
ALL
+21.1%
+21.1%
+27.1%
+26.8%
+16.9%
+22.7%
VOL
17.6%
17.6%
14.6%
14.6%
-
19.4%
TER
0.6%
0.6%
0.6%
0.6%
-
0.7%
AUM
₹9,320 Cr
₹9,320 Cr
₹4,075 Cr
₹4,075 Cr
-
₹37,501 Cr
INFO
1.19
1.19
1.86
1.84
-
1.17
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 Midcap IDCW Reinvest (DR)
₹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 30th Sep
Top holdings
Swiggy Ltd
5.1%
AU Small Finance Bank Ltd
5.1%
L&T Finance Ltd
4.9%
Prestige Estates Projects Ltd
4.3%
Max Financial Services Ltd
3.9%
Glenmark Pharmaceuticals Ltd
3.8%
BSE Ltd
3.6%
JK Cement Ltd
3.5%
Global Health Ltd
3.4%
The Federal Bank Ltd
3.3%
Top industry exposure
Financial Services
31.6%
Healthcare
18.3%
Consumer Cyclical
17.8%
Industrials
9.8%
Technology
8.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
40%
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 by investing predominantly in Midcap companies.
Fund manager(s)
Aditya Khemani
Amit Ganatra

FAQs