Overview (as on 04 Aug 2021)

NAV

₹94.28

1y returns

68.117%

Fund AUM

₹1,706 Cr

Expense Ratio

0.79%

Min SIP

₹500

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Consumer
27.15%
Industrials
20.00%
Financial Services
14.50%
Basic Materials
12.14%
Tech
11.28%
Health
8.94%
Utilities
4.50%
Defensive
1.50%
Size Breakup
Mid Cap
65.82%
Large Cap
28.57%
Small Cap
5.61%

Key Metrics

Beta 

0.8

Std deviation 

19.93%

Sharpe Ratio 

0.71

Holdings

Fund Details

Investment Objectives
The Scheme seeks to generate capital appreciation by investing predominantly in Midcap companies.
Scheme Name
Invesco India Mid Cap Fund Direct Plan Growth Option
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Pranav Gokhale
Fund House Details
Fund House
Invesco Asset Management (India) Private Ltd
Email
services@religaremf.com
Phone
+912228371565
Address
Religare Invesco Asset Management Company Private Limited,3rd Floor, GYS Infinity,,Paranjpe 'B' Scheme, Subhash Road,,Vile Parle (East),

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Invesco India Mid Cap Fund Direct Plan Growth O...

NAV

₹94.28

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Pranav Gokhale
Pranav Gokhale

leader

Qualifications
Chartered Accountant from the Institute of Chartered Accountants of India, New Delhi. M.Com, Mumbai University.
Work Experience
"Currently he is a Fund Manger for Invesco Asset Management Company. He has 14 years of experience mostly in Indian equity markets. Prior to joining Invesco Asset Management, he worked for IL&FS as Assistant Manager - Senior Equity Analyst, ICICI Direct as Assistant Manger - Research, Senior Financial Officer for International Ship Repair LLC Fujairah and Rosy Blue Securities. Mr. Gokhale is CA and has a M.Comm from Mumbai University."
Neelesh Dhamnaskar
Neelesh Dhamnaskar

manager

Work Experience
"Mr. Dhamnasker works as a Fund Manager for Invesco Asset Management Company. He has over 12 years of experience in equity research and financial services. Prior to joining Invesco Asset Management Company he worked for Enam tracking companies across sectors and providing assitance to the PMS fund manager, for KRC tracking companies within automobiles, metals and sugar sector and as a Commodities Research Analyst for Anand Rathi Securities Limited. Neelesh holds a Commerce degree and a MMS with specialization in Finance from Mumbai University. He is also pursuing a CFA and is a Level II candidate."

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