Invesco India Mid Cap Fund

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Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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Very High

₹130.5300 -0.01%

As on 18-Apr-2024

Returns

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Calculate SIP Returns of Invesco India Mid Cap Fund

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Invesco India Mid Cap Fund

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Invesco India Mid Cap Fund

Assets info

₹4,280 Cr

Exit Load (Days) info

1.00 (365)

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

500

Min. No of Cheques

12

Investment Strategy

The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies

Suitability

"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.

This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.

Taxation

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times.

Mutual funds can be bought directly from the website of the fund house. For instance, Invesco India Mid Cap Fund fund can be purchased from the website of Invesco Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Invesco India Mid Cap Fund is ₹130.5300 as of 19-Apr-2024.

The AUM of Invesco India Mid Cap Fund Fund is ₹4,280 Cr as of 31-Mar-2024

The riskometer level of Invesco India Mid Cap Fund is Very High. See More

As of 31-Mar-2024, Invesco India Mid Cap Fund had invested 99.07% in Equity and 0.93% in Cash & Cash Eq. See More

Invesco India Mid Cap Fund is 17 years 0 months old. It has delivered 16.30% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
47.28%
24.44%
21.61%
17.44%
20.13%
16.30%

No, There is no lock in period in Invesco India Mid Cap Fund.

The expense ratio of Invesco India Mid Cap Fund is 1.85.

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