Question 1

Which funds are similar to Invesco India Large & Mid Cap Fund Direct-Growth?

Accepted Answer

Funds similar to Invesco India Large & Mid Cap Fund Direct-Growth in the Equity: Large & MidCap category include Mirae Asset Large & Midcap Fund Direct-Growth, SBI Large & Midcap Fund Direct Plan-Growth, and Kotak Large & Midcap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Invesco India Large & Mid Cap Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Invesco India Large & Mid Cap Fund Direct-Growth is ranked 1 out of 25 funds in the Equity: Large & MidCap category as of 16 Jul 2026. On a 5-year return basis it ranks 2 out of 24. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Invesco India Large & Mid Cap Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Invesco India Large & Mid Cap Fund Direct-Growth has an expense ratio of 0.83%. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an expense ratio of 0.84% and SBI Large & Midcap Fund Direct Plan-Growth has 0.82%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Invesco India Large & Mid Cap Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Invesco India Large & Mid Cap Fund Direct-Growth has an AUM of ₹11,164.3 crore. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an AUM of ₹44,048 crore and SBI Large & Midcap Fund Direct Plan-Growth has ₹40,849.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Large & MidCap?

Accepted Answer

The top performing fund in the Equity: Large & MidCap category on a 3-year basis is Motilal Oswal Large and Midcap Fund Direct-Growth with a CAGR of 23.67% as of 16 Jul 2026. Invesco India Large & Mid Cap Fund Direct-Growth has delivered 24.86% CAGR over the same period, ranking 1 out of 25 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Invesco India Large & Mid Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Invesco India Large & Mid Cap Fund Direct-Growth has a Sharpe ratio of 0.99 compared to the Equity: Large & MidCap average of 0.67 as of 16 Jul 2026. It ranks 1 out of 27 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+8.71%	2.61%	2 / 37
3Y Return	+24.86%	16.28%	1 / 25
5Y Return	+18.68%	14.82%	2 / 24
10Y Return	+17.90%	15.20%	1 / 17

Invesco India Large & Mid Cap Fund Direct-Growth

Similar Funds

Funds in Equity: Large & MidCap

Funds Tracking NIFTY Large Midcap 250 Total Return Index

Frequently Asked Questions

Funds in Equity: Large & MidCap

Funds Tracking NIFTY Large Midcap 250 Total Return Index

Frequently Asked Questions