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Invesco India Large & Mid Cap Fund - Growth
Invest Now
Fund Manager: FM 1 - Aditya Khemani, FM 2 - Amit Ganatra |
Equity: Large and Mid Cap |
NIFTY Large Midcap 250 TRI
NAV as on 06-08-2025
AUM as on 30-06-2025
Rtn ( Since Inception )
13.63%
Inception Date
Aug 09, 2007
Expense Ratio
1.78%
Fund Status
Open Ended Scheme
Min. Investment
1,000
Min. Topup
1,000
Min. SIP Amount
100
Risk Status
very high
Investment Objective : The scheme aims to generate long-term capital growth by investing predominantly in equity and equity related securities following a bottom-up approach in selecting stocks depending on their market-cap and sector.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 10.9 | 12.19 | 14.93 | 25.07 | 24.2 | 15.08 |
| NIFTY LARGE MIDCAP 250 TRI | 4.03 | 5.93 | 2.79 | 18.85 | 24.45 | 15.13 |
| Equity: Large and Mid Cap | 5.33 | 5.42 | 2.98 | 18.32 | 22.67 | 13.63 |
| Rank within Category | 2 | 1 | 1 | 2 | 6 | 4 |
| Number of Funds within Category | 32 | 32 | 30 | 27 | 26 | 20 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Invesco India Large & Mid Cap Fund - Growth | 788.67 | 1.78 | 14.93 | 25.07 | 24.2 | 15.08 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 1,135.28 | 1.71 | 14.07 | 27.76 | 28.34 | 0.0 |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 72.68 | 2.29 | 8.58 | 0.0 | 0.0 | 0.0 |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 177.58 | 2.02 | 7.28 | 0.0 | 0.0 | 0.0 |
| CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION | 2,611.76 | 1.6 | 6.17 | 16.7 | 21.6 | 14.66 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 689.25 | 1.8 | 5.66 | 19.72 | 23.38 | 14.69 |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 1,492.06 | 1.68 | 5.4 | 16.75 | 22.3 | 0.0 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 3,303.11 | 1.58 | 5.11 | 18.35 | 24.16 | 14.03 |
| Franklin India Large & Mid Cap Fund - Growth Plan | 368.43 | 2.01 | 4.97 | 15.41 | 22.65 | 11.12 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 619.8 | 1.93 | 4.49 | 20.89 | 24.03 | 11.91 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 3.83 | 3.33 | 39.62 | -0.24 | 10.7 | 13.27 | 29.66 | -0.38 | 31.56 | 3.9 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: Large and Mid Cap | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.