Comprehensive analysis of Invesco India Midcap Fund (IDCW) (4212) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Invesco Asset Management (India) Pvt Ltd
To generate capital appreciation by investing predominantly in Midcap companies
A comprehensive at-a-glance view of key mutual fund health indicators
Strong Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Good Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Recent performance momentum
Fund manager experience
Market exposure level
Historical performance consistency
Assets under management
Risk-adjusted returns
Fund management costs
This fund has outperformed its benchmark by 12.06% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| BSE Ltd | Financial Services | 5.68% |
| BSE Ltd | Financial Services | 4.73% |
| L&T Finance Ltd | Finance | 4.69% |
| Glenmark Pharmaceuticals Ltd | Pharmaceuticals | 4.59% |
| Prestige Estates Projects Ltd | Realty | 4.55% |
| Swiggy Ltd | E-Commerce/App based Aggregator | 4.53% |
| L&T Finance Ltd | Finance | 4.38% |
| Prestige Estates Projects Ltd | Realty | 4.24% |
| Swiggy Ltd | E-Commerce/App based Aggregator | 4.22% |
| Max Financial Services Ltd | Finance | 4.10% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4612.59 | 3.70% | 8.57% | 32.45% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4212.23 | 3.27% | 7.69% | 31.39% |
| Franklin India Prima Fund - Direct (G) | ₹3162.26 | 2.13% | 7.63% | 30.62% |
| Franklin India Prima Fund - (G) | ₹2814.08 | 1.74% | 6.78% | 29.55% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1517.38 | 1.04% | 8.45% | 31.08% |
| Sundaram Mid Cap Fund - (G) | ₹1390.19 | 0.63% | 7.55% | 29.97% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1357.33 | 2.97% | 7.56% | 31.61% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹881.84 | 3.27% | 5.00% | 24.82% |
| Aditya Birla SL Midcap Fund - (G) | ₹791.94 | 2.86% | 4.14% | 23.75% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹766.32 | 3.70% | 8.57% | 32.45% |
A seasoned investment professional with over 19 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.