Rating : ★ ★ ★ ☆ ☆
Invesco India Mid Cap Fund Dividend Reinvestment
 ÂMid Cap Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
3281.19 Cr.
(As of 31 May, 2022)
Benchmark
S&P BSE Midcap 150 TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
Objective
The Scheme seeks to generate capital appreciation by investing predominantly in Midcap companies.
 
Fund manager
Pranav Gokhale
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹500
Minimum investment
₹5000
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
Persistent Systems Ltd
3.78%
Cholamandalam Investment and Finance Co Ltd
3.29%
Sundaram Fasteners Ltd
3.27%
Voltas Ltd
3.20%
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 3 stars by Morning Star Ratings.