MonitorDirect · Growth
Invesco India Mid Cap Fund
Invesco Mutual FundEquity Schemes - Mid Cap Fund13.7 years
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
- NAV
- 235.37
- 15 Sept 2026
- 1Y
- +10.4%
- Trailing CAGR
- AUM
- ₹14,721.45 Cr
- 31 Aug 2026
- Volatility
- High
- 16.1% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+10.4%
- 3Y+22.9%
- 5Y+20.1%
- 10Y+19.6%
- SI+21.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+17.2%
- 3Y+18.4%
- 5Y+22.2%
- 10Y+21.7%
- Since inception
- +21.0%
- Calendar-day CAGR
- Excess 1Y
- -0.9%
- Category median, same plan and option
- 3Y win rate
- +51%
- Windows beating the median
- 3Y percentile
- 89
- Vs comparable share classes
- Worst rolling 3Y
- -1.7%
- 2636 daily-ending windows
- Median rolling 3Y
- +23.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2143 daily-ending windows
- SIP 3Y XIRR
- +18.4%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 172 recovered episodes
- Longest recovery
- 462 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
20 Feb 2020 – 6 Nov 2020
Trough 23 Mar 2020 · recovered in 228 days
-34.1%
7 Jan 2013 – 9 Dec 2013
Trough 28 Aug 2013 · recovered in 103 days
-21.9%
16 Dec 2024 – 6 Jun 2025
Trough 28 Feb 2025 · recovered in 98 days
-20.1%
17 Jan 2022 – 1 Dec 2022
Trough 20 Jun 2022 · recovered in 164 days
-20.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
89
Vs category
44
Consistency
49
Risk-adjusted
73
Drawdown
15
Mean
54
Portfolio
31 Aug 2026 · 42 holdings · top 10 are 48.9%.
- Top 5
- 28.8%
- Top 10
- 48.9%
- Largest holding
- 7.3%
- Effective holdings
- 27.0
Prestige Estates Projects Ltd
Real Estate
7.3%
Max Healthcare Institute Ltd
Healthcare
6.5%
The Federal Bank Ltd
Financial
6.0%
Meesho Ltd.
Consumer Discretionary
4.8%
Manipal Health Enterprises Ltd
Healthcare
4.7%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Helios Mid Cap Fund
Helios Mutual Fund
- 1Y
- +10.7%
- 3Y
- n/a
- Vol
- 16.0%
- Max DD
- -16.7%
- Sharpe
- 1.12
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
HSBC Midcap Fund
HSBC Mutual Fund
- 1Y
- +21.5%
- 3Y
- +23.9%
- Vol
- 17.0%
- Max DD
- -26.0%
- Sharpe
- 1.13
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
WhiteOak Capital Mid Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- +11.9%
- 3Y
- +21.0%
- Vol
- 14.7%
- Max DD
- -19.3%
- Sharpe
- 1.14
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Kotak Mid Cap Fund
Kotak Mahindra Mutual Fund
- 1Y
- +4.1%
- 3Y
- +16.8%
- Vol
- 15.3%
- Max DD
- -36.0%
- Sharpe
- 0.94
- 3Y win
- +69%
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Lower trailing returns
Mahindra Manulife Mid Cap Fund
Mahindra Manulife Mutual Fund
- 1Y
- +7.3%
- 3Y
- +16.8%
- Vol
- 16.9%
- Max DD
- -33.1%
- Sharpe
- 0.80
- 3Y win
- +77%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns