January 16, 2026
RA Jainee
Invesco India Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 215.93 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 80.92 |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | BSE 150 MidCap TRI |
| AUM Rs. | 10,296 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.54% |
| 1 Year Return (%) | 9.47 |
| 3 Year Return (%) | 27.80 |
| 5 Year Return (%) | 23.73 |
| 10 Year Return (%) | 19.76 |
| Return Since Launch | 21.15% |
⚖️ Sahifund Review – Invesco India Mid Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Mid-cap funds are suitable for investors:
1. Seeking exposure in mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies.
Fund Manager:
1) Amit Ganatra
Education: Mr. Ganatra holds a Commerce degree and is a Charted Accountant. He is also a Chartered Financial Analyst from AIMR.
Experience: Prior to joining Invesco Asset Management (India) Pvt. Ltd., he has worked with HDFC Mutual Fund, DBS Cholamandalam AMC Pvt. Ltd. and Fidelity.
2) Aditya Khemani
Education: Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
Experience: Prior to joining Invesco Mutual Fund, He was associated with Motilal Oswal Mutual Fund, HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.
Investment Details
| Investment Details | |
| Min. Investment (Rs.) | 1,000 |
| Min. Addl Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. Withdrawal (Rs.) | 1,000 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs.) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Invesco India Mid Cap Fund
| Fund House | Invesco Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 21.15% |
| Benchmark | BSE 150 MidCap TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs.) | 10,296 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.54% |
| (As on 31-Dec-2025) | |
| Risk Grade | Average |
| Return Grade | High |
| Turnover | 34.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Invesco India Mid cap Dir | -2.59 | -0.49 | -3.22 | -2.08 | -0.14 | 9.47 | 27.80 | 23.73 | 22.42 | 19.76 |
| BSE 150 MidCap TRI | -1.86 | -0.32 | -1.24 | -0.45 | 0.54 | 6.44 | 22.58 | 21.55 | 20.31 | 18.00 |
| Equity: Mid Cap | -1.79 | -0.31 | -1.49 | -0.59 | 0.16 | 5.66 | 22.23 | 20.93 | 19.98 | 17.38 |
| Rank within category | 53 | 44 | 53 | 39 | 33 | 8 | 1 | 6 | 3 | 2 |
| Number of funds in category | 57 | 57 | 57 | 54 | 52 | 48 | 40 | 25 | 22 | 19 |
Peer Comparison of Invesco India Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs.) (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Invesco India Mid cap Dir | 4 star | 9.47 | 27.80 | 23.73 | 0.54 | 10,296 | 21.15 | 1.00 (365) | 13Y | 34.00 |
| HDFC Mid Cap Dir | 5 star | 10.48 | 25.81 | 24.82 | 0.71 | 92,642 | 20.83 | 1.00 (365) | 13Y | 13.07 |
| Kotak Midcap Dir | 4 star | 4.73 | 22.09 | 22.15 | 0.37 | 60,637 | 20.30 | 1.00 (365) | 13Y | 24.73 |
| Nippon India Growth Mid Cap Dir | 4 star | 8.35 | 25.69 | 23.83 | 0.74 | 42,124 | 18.43 | 1.00 (30) | 13Y | 6.00 |
| Motilal Oswal Midcap Dir | 5 star | -6.35 | 25.92 | 27.65 | 0.74 | 36,880 | 22.60 | 1.00 (365) | 11Y 10M | 124.00 |
Portfolio Analysis of Invesco India Mid Cap Fund
| No. of Stocks | 49 |
| Top 10 Stocks | 44.82% |
| Top 5 Stocks | 25.83% |
| Top 3 Sectors | 65.50% |
| Portfolio P/B Ratio | 5.46 |
| Portfolio P/E Ratio | 43.87 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs. Cr) | 57,141 | 64,434 |
| Giant (%) | — | — |
| Large (%) | 17.30 | 11.63 |
| Mid (%) | 63.51 | 77.04 |
| Small (%) | 19.19 | 12.35 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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