Rating : ★ ★ ★ ★ ☆

Invesco India Mid Cap Fund Direct Plan Dividend Reinvestment Option

Equity

  

Mid Cap Fund

NAV

27.09-0.03

(as on 17 Sep, 2020)

RETURNS

6.52 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Investment Plan

1%

Benchmark

IISL NIFTY Midcap 100 PR INR

Asset Size

934.54 Cr.

(As of 31 Aug, 2020)

Risk

Moderately High

Objective

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

app screenshotapp screenshot

Google play store download image Apple app store download image

Fund manager

Pranav Gokhale

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹500

Minimum investment

₹1000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Balkrishna Industries Ltd

4.14%

Coromandel International Ltd

3.84%

Indraprastha Gas Ltd

3.41%

Muthoot Finance Ltd

3.06%

Sector Allocation

About the Scheme Type

Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

★ ★ ★ ★ ☆

Overview of Invesco Asset Management (India) Private Ltd

-