Invesco India Mid Cap Fund - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Mid Cap Fund

Latest (Updated on 30th Sep 2025)

Crisil Rank
(Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank

Returns (NAV as on 02nd December, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	25-Nov-25	10025.80	0.26%	-	0.59%	17/32
1 Month	31-Oct-25	10081.60	0.82%	-	0.23%	10/31
3 Month	02-Sep-25	10417.70	4.18%	-	3.25%	15/32
6 Month	02-Jun-25	10985.20	9.85%	-	5.44%	4/31
YTD	01-Jan-25	10783.20	7.83%	-	2.73%	3/30
1 Year	02-Dec-24	11017.60	10.18%	10.18%	2.83%	1/30
2 Year	01-Dec-23	16133.40	61.33%	26.93%	17.71%	1/30
3 Year	02-Dec-22	20141.40	101.41%	26.26%	20.59%	1/29
5 Year	02-Dec-20	31050.30	210.50%	25.42%	22.63%	5/25
10 Year	02-Dec-15	54245.40	442.45%	18.41%	16.28%	1/21
Since Inception	19-Apr-07	186550.00	1765.50%	17.00%	17.87%	19/32

Returns Calculator

SIP Returns (NAV as on 02nd December, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	02-Dec-24	12000	13331.33	11.09 %	21.13 %
2 Year	01-Dec-23	24000	29297.23	22.07 %	20.44 %
3 Year	02-Dec-22	36000	52717.3	46.44 %	26.37 %
5 Year	02-Dec-20	60000	109416.87	82.36 %	24.25 %
10 Year	02-Dec-15	120000	367699.47	206.42 %	21.2 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-0.26%	0.82%	4.18%	9.85%	8.14%	10.18%	26.93%	26.26%	25.42%
Nifty 50	-0.55%	1.21%	5.91%	5.32%	10.10%	7.23%	13.29%	11.65%	14.69%
Benchmark: BSE Midcap 150 TRI	0.00%	0.83%	4.46%	5.24%	4.36%	4.01%	18.20%	22.22%	24.63%
Category Average	-0.32%	0.23%	3.25%	5.44%	2.73%	2.83%	17.71%	20.59%	22.63%
Category Rank	13/32	10/31	11/32	3/31	3/30	1/30	1/30	1/30	5/25
Best in Category	0.02%	1.91%	6.47%	13.51%	9.53%	10.18%	26.93%	26.26%	29.52%
Worst in Category	-0.63%	-1.41%	-1.11%	-2.05%	-8.22%	-5.58%	9.39%	12.17%	16.58%

quartely results (NAV as on 02nd December, 2025)

Period

This Fund

Nifty 50

BSE Midcap 150 TRI

Category Average

2025

7.85%

9.64%

2.29%

Q4 - 2025	4.74%	4.82%	--	3.74%
Q3 - 2025	-2.20%	-3.64%	--	-1.98%
Q2 - 2025	19.45%	10.15%	--	10.96%
Q1 - 2025	-11.61%	-2.43%	--	-2.82%

2024

43.43%

8.75%

27.2%

Q4 - 2024	0.06%	-8.34%	--	-3.95%
Q3 - 2024	10.53%	6.91%	--	7.85%
Q2 - 2024	18.13%	7.48%	--	18.80%
Q1 - 2024	7.22%	3.31%	--	4.92%

2023

34.12%

19.48%

34.82%

Q4 - 2023	11.79%	11.33%	--	11.96%
Q3 - 2023	7.83%	1.07%	--	10.16%
Q2 - 2023	16.99%	10.29%	--	11.17%
Q1 - 2023	-4.90%	-4.60%	--	-3.96%

2022

0.51%

3.24%

1.07%

Q4 - 2022	3.05%	7.76%	--	0.58%
Q3 - 2022	13.69%	8.52%	--	14.96%
Q2 - 2022	-11.04%	-10.70%	--	-9.49%
Q1 - 2022	-4.27%	-0.91%	--	0.68%

2021

40.37%

23.79%

36.15%

Q4 - 2021	4.09%	-1.02%	--	1.75%
Q3 - 2021	10.17%	12.36%	--	11.01%
Q2 - 2021	11.51%	5.75%	--	13.27%
Q1 - 2021	10.12%	4.80%	--	12.38%

2020

24.15%

14.77%

22.56%

Q4 - 2020	15.61%	22.46%	--	18.66%
Q3 - 2020	14.82%	7.84%	--	15.42%
Q2 - 2020	20.84%	24.82%	--	20.39%
Q1 - 2020	-21.71%	-29.43%	--	-24.80%

2019

3.33%

11.53%

2.24%

Q4 - 2019	7.84%	7.12%	--	4.64%
Q3 - 2019	-2.30%	-3.30%	--	-2.55%
Q2 - 2019	-2.65%	1.68%	--	-1.60%
Q1 - 2019	2.15%	6.96%	--	3.31%

2018

-5.16%

4.09%

-12.74%

Q4 - 2018	3.84%	-1.32%	--	3.07%
Q3 - 2018	-0.04%	3.29%	--	-4.04%
Q2 - 2018	-0.09%	4.36%	--	-8.25%
Q1 - 2018	-8.88%	-2.14%	--	-7.96%

2017

44.32%

27.58%

40.67%

Q4 - 2017	15.13%	5.84%	--	12.98%
Q3 - 2017	4.21%	2.54%	--	3.35%
Q2 - 2017	2.93%	3.06%	--	4.52%
Q1 - 2017	16.87%	12.16%	--	16.48%

2016

0.45%

2.72%

3.7%

Q4 - 2016	-7.62%	-6.39%	--	-7.27%
Q3 - 2016	7.10%	3.40%	--	8.91%
Q2 - 2016	6.59%	7.45%	--	7.18%
Q1 - 2016	-8.25%	-2.82%	--	-6.94%

2015

6.35%

-4.08%

6.05%

Q4 - 2015	3.43%	-0.06%	--	2.09%
Q3 - 2015	-1.54%	-5.96%	--	-0.02%
Q2 - 2015	-1.52%	-2.54%	--	0.53%
Q1 - 2015	6.08%	2.50%	--	6.07%

2014

76.56%

31.44%

65.65%

Q4 - 2014	12.63%	4.24%	--	12.07%
Q3 -	--	4.32%	--	--
Q2 - 2014	28.14%	13.25%	--	28.63%
Q1 - 2014	10.49%	6.39%	--	7.87%

Best Quarters

Period	This Fund	Nifty 50	BSE Midcap 150 TRI	Category Average
Q2 - 2014	28.14%	13.25%	--	28.63%
Q2 - 2020	20.84%	24.82%	--	20.39%
Q2 - 2024	19.76%	7.48%	--	18.8%

Worst Quarters

Period	This Fund	Nifty 50	BSE Midcap 150 TRI	Category Average
Q1 - 2020	-21.71%	-29.43%	--	-24.8%
Q1 - 2025	-11.61%	-2.43%	--	-2.82%
Q1 - 2020	-21.69%	-29.43%	--	-24.8%