Invesco India Mid Cap Fund Direct-Growth
Equity: Mid Cap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: BSE 150 MidCap Total Return IndexCheck Portfolio Overlap →
NAV: ₹241.75-0.49%
07 Sept 2026
Similar Funds
Side-by-side comparison of Invesco India Mid Cap Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +11.30% | 9.73% | 14 / 47 |
| 3Y Return | +23.48% | 16.39% | 2 / 37 |
| 5Y Return | +20.21% | 16.30% | 2 / 28 |
| 10Y Return | +19.63% | 16.59% | 1 / 19 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Mid Cap
Top funds by AUM in the Equity: Mid Cap category — see how Invesco India Mid Cap Fund Direct-Growth compares on size and returns.
Funds Tracking BSE 150 MidCap Total Return Index
Top funds tracking the BSE 150 MidCap Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Invesco India Mid Cap Fund Direct-Growth?
Funds similar to Invesco India Mid Cap Fund Direct-Growth in the Equity: Mid Cap category include HDFC Mid Cap Fund Direct-Growth, Kotak Mid Cap Fund Direct-Growth, and Nippon India Growth Mid Cap 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.
What is the rank of Invesco India Mid Cap Fund Direct-Growth in its category?
On a 3-year return basis Invesco India Mid Cap Fund Direct-Growth is ranked 2 out of 37 funds in the Equity: Mid Cap category as of 6 Sep 2026. On a 5-year return basis it ranks 2 out of 28. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Invesco India Mid Cap Fund Direct-Growth's expense ratio compare to similar funds?
Invesco India Mid Cap Fund Direct-Growth has an expense ratio of 0.78%. The peers HDFC Mid Cap Fund Direct-Growth has an expense ratio of 0.74% and Kotak Mid Cap Fund Direct-Growth has 0.52%. 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.
How does Invesco India Mid Cap Fund Direct-Growth's AUM compare to similar funds?
Invesco India Mid Cap Fund Direct-Growth has an AUM of ₹14,721.5 crore. The peers HDFC Mid Cap Fund Direct-Growth has an AUM of ₹1,05,143 crore and Kotak Mid Cap Fund Direct-Growth has ₹69,282.8 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.
Which fund has the best 3-year returns in the Equity: Mid Cap?
The top performing fund in the Equity: Mid Cap category on a 3-year basis is HSBC Midcap Fund Direct-Growth with a CAGR of 24.57% as of 6 Sep 2026. Invesco India Mid Cap Fund Direct-Growth has delivered 23.48% CAGR over the same period, ranking 2 out of 37 funds. You can view and compare the full category ranking on sharpely.
How does Invesco India Mid Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Invesco India Mid Cap Fund Direct-Growth has a Sharpe ratio of 0.97 compared to the Equity: Mid Cap average of 0.72 as of 6 Sep 2026. It ranks 3 out of 37 funds in its category on Sharpe ratio.