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Invesco India Midcap Fund - Direct Plan - Growth Option

Invesco · Scheme 120403

243.10 0.35%NAV · 2026-09-18
62
Decent FundScore
Start SIP
AUM
₹14,722 cr
Expense ratio
0.76%
3Y CAGR
26.1%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Midcap 150 TRI
Fund manager: Vinay PahariaExit load: Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Decent · 62/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • Strong long-term record — 21.4% CAGR over 5 years.
  • Compounding well recently — 26.1% CAGR over 3 years.
  • 3Y CAGR: +26.1%
  • 5Y CAGR: +21.4%
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
  • 1Y return vs category: -4.1% vs category avg
  • Beat category: beat category in 42% of windows

FundScore breakdown

62/100 · Decent
How it works →
71
Returns
Strong
58
Consistency
Decent
50
Risk-adjusted
Average
49
Downside protection
Average
80
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.