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

Invesco India Midcap IDCW Reinvest Direct Plan

NAV
₹84.2000
-0.05%
(23 Oct)
AUM
8,518 Cr
TER
0.54%
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
+11.3%
+11.3%
+5.3%
+5.3%
+5.3%
+3.9%
3Y
+29.9%
+29.9%
+27.3%
+27.3%
+27.3%
+22.6%
5Y
+29.9%
+29.9%
+30.8%
+30.8%
+30.8%
+26.0%
ALL
+21.2%
+21.2%
+21.0%
+21.0%
+21.0%
+17.1%
VOL
17.6%
17.6%
17.2%
17.2%
17.2%
-
TER
0.5%
0.5%
0.7%
0.7%
0.7%
-
AUM
₹8,518 Cr
₹8,518 Cr
₹84,855 Cr
₹84,855 Cr
₹84,855 Cr
-
INFO
1.20
1.20
1.22
1.22
1.22
-
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
36%
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