Invesco India Mid Cap Fund Growth
Medium
Risk
Equity
Mid Cap Fund
+
22.26
%
22.26
%
3Y annualised
+
0.33
%
0.33
%
1D
1M
6M
1Y
3Y
All
Fund size
4240
NAV:
Mar 7, 2024
127.77
Sector
Tech
Type
Equity
Launched
Apr 2007
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Trent Ltd
5
%
Max Healthcare Institute Ltd Ordinary Shares
4.2
%
The Federal Bank Ltd
4.07
%
Cholamandalam Investment and Finance Co Ltd
3.95
%
L&T Finance Holdings Ltd
3.90
%
Apollo Tyres Ltd
3.55
%
Kalyan Jewellers India Ltd
3.38
%
Max Financial Services Ltd
3.16
%
Prestige Estates Projects Ltd
3.12
%
Mankind Pharma Ltd
3.03
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Invesco India Mid Cap Fund Growth
More details
Investment objective
To generate capital appreciation by investing predominantly in Midcap companies.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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