Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Invesco India Large & Mid Cap Fund
|
Very High
|
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1.82 |
|||
Very High
|
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1.62 |
||||
Very High
|
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1.60 |
||||
Very High
|
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1.68 |
||||
Very High
|
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1.72 |
₹6,014 Cr
1.00 (365)
1,000
1,000
100
12
Investment Strategy
The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Invesco India Large & Mid Cap Fund is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks.
Mutual funds can be bought directly from the website of the fund house. For instance, Invesco India Large & Mid Cap Fund fund can be purchased from the website of Invesco Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Invesco India Large & Mid Cap Fund is ₹89.3600 as of 14-Aug-2024.
The AUM of Invesco India Large & Mid Cap Fund Fund is ₹6,014 Cr as of 31-Jul-2024
The riskometer level of Invesco India Large & Mid Cap Fund is Very High. See More
Company | Percentage of Portfolio |
---|---|
4.58
|
|
4.51
|
|
3.97
|
|
3.76
|
|
3.74
|
As of 31-Jul-2024, Invesco India Large & Mid Cap Fund had invested 99.21% in Equity and 0.79% in Cash & Cash Eq. See More
Invesco India Large & Mid Cap Fund is 17 years 0 months old. It has delivered 13.73% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
50.97%
|
21.29%
|
22.48%
|
17.35%
|
16.69%
|
13.73%
|
No, There is no lock in period in Invesco India Large & Mid Cap Fund.
The expense ratio of Invesco India Large & Mid Cap Fund is 1.82.