Should I invest in Invesco India Large & Mid Cap Fund?

We don't give personal investment advice. Invesco India Large & Mid Cap Fund - Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 17.89%.

Invesco

Invesco India Large & Mid Cap Fund - Direct Plan - Growth

Latest NAV

₹119.2100

As of

3 Jun 2026

3,300 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.50%	+0.15%	+0.34	3 / 34	Q1
1W	-1.28%	-1.78%	+0.50	5 / 34	Q1
2W	+0.69%	-0.02%	+0.71	7 / 34	Q1
1M	+0.41%	-0.52%	+0.93	6 / 34	Q1
3M	+3.53%	+0.66%	+2.87	4 / 34	Q1
6M	-2.61%	-3.20%	+0.59	11 / 34	Q2
YTD	-0.82%	-3.29%	+2.47	4 / 34	Q1
1Y	+5.09%	+1.81%	+3.28	7 / 33	Q1
2Y	+11.03%	+4.91%	+6.12	2 / 30	Q1
3Y	+23.14%	+16.92%	+6.22	2 / 27	Q1
4Y	+21.48%	+16.88%	+4.60	3 / 27	Q1
5Y	+17.89%	+15.02%	+2.87	4 / 27	Q1
7Y	+17.66%	+16.10%	+1.56	5 / 23	Q1
10Y	+17.18%	+15.15%	+2.03	2 / 20	Q1
Inception	+17.41%	+13.65%	+3.76	8 / 33	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.82%	-3.29%	+2.47	4 / 34
2025	+5.57%	+4.90%	+0.67	14 / 32
2024	+39.16%	+24.93%	+14.23	3 / 28
2023	+32.52%	+31.20%	+1.33	10 / 27
2022	+0.89%	+2.92%	-2.03	17 / 27
2021	+30.93%	+38.33%	-7.40	26 / 27
2020	+14.76%	+17.02%	-2.26	16 / 26
2019	+11.87%	+9.44%	+2.43	8 / 22
2018	+1.99%	-6.02%	+8.01	2 / 21
2017	+40.81%	+38.46%	+2.35	8 / 21
2016	+4.97%	+7.16%	-2.19	11 / 20

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.21%

152 windows

min -24.4% · max 69.3%

88% positive

3-Year rolling

+17.62%

127 windows

min -0.2% · max 29.9%

99% positive

5-Year rolling

+16.98%

103 windows

min 2.9% · max 27.8%

100% positive

7-Year rolling

+16.25%

79 windows

min 11.2% · max 20.2%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.41%

3-year · annualised

Sharpe ratio

0.97

vs risk-free 6.5%

Sortino ratio

1.55

Downside-only deviation

Max drawdown

-18.60%

Sep 2024 → Feb 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹348.8940	3 Jun 2026
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹263.7372	3 Jun 2026
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth	SBI	₹683.8671	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth	ICICI Prudential	₹1,109.9000	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - Growth	Bandhan	₹160.3360	3 Jun 2026
quant Large & Mid Cap Fund - Growth Option-Direct Plan	Quant	₹134.6766	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹999.2500	3 Jun 2026
Motilal Oswal Large and Midcap Fund - Direct Plan Growth	Motilal Oswal	₹38.4109	3 Jun 2026
Franklin India Large & Mid Cap Fund - Direct - Growth	Franklin India	₹199.5382	3 Jun 2026
Mirae Asset Large & Midcap Fund - Direct Plan - Growth	Mirae Asset	₹169.3610	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹119.2100
2 Jun 2026	₹119.2300
1 Jun 2026	₹118.6400
29 May 2026	₹119.9900
27 May 2026	₹121.2800
26 May 2026	₹120.7700
25 May 2026	₹120.9300
22 May 2026	₹119.3800
21 May 2026	₹119.5100
20 May 2026	₹118.8600

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Invesco India Large & Mid Cap Fund - Direct Plan - Growth is ₹119.2100. It's a Large & Mid Cap Fund from Invesco, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Large & Mid Cap Fund - Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Invesco India Large & Mid Cap Fund - Direct Plan - Growth is managed by Invesco. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Invesco India Large & Mid Cap Fund - Direct Plan - Growth has delivered a absolute return of 5.09% — +3.28 pp ahead of the Large & Mid Cap Fund category average of 1.81%. The fund ranks #7 of 33 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Invesco India Large & Mid Cap Fund - Direct Plan - Growth has delivered a CAGR of 23.14% — +6.22 pp ahead of the Large & Mid Cap Fund category average of 16.92%. The fund ranks #2 of 27 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India Large & Mid Cap Fund - Direct Plan - Growth has delivered a CAGR of 17.89% — +2.87 pp ahead of the Large & Mid Cap Fund category average of 15.02%. The fund ranks #4 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in Invesco India Large & Mid Cap Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹488,046 today — a multiplier of 4.88×, based on the 10-year CAGR of 17.18%. The category average over the same window would have grown ₹1 lakh to ₹409,764.

A ₹10,000 monthly SIP in Invesco India Large & Mid Cap Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹938,353 today. That's an XIRR (money-weighted annualised return) of 17.92%.

A ₹10,000 monthly SIP for 10 years in Invesco India Large & Mid Cap Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹3,038,571 (multiplier 2.53×). XIRR: 17.67%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Invesco India Large & Mid Cap Fund - Direct Plan - Growth ranks #4 out of 27 funds in the Large & Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 15.02%; this fund delivered 17.89%.

The worst peak-to-trough decline Invesco India Large & Mid Cap Fund - Direct Plan - Growth has experienced over the last 5-year window is 19.85% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Invesco India Large & Mid Cap Fund - Direct Plan - Growth averaged 16.98% (best 27.82%, worst 2.86%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.72 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Large & Mid Cap Fund - Direct Plan - Growth returned 5.57% — beating the Large & Mid Cap Fund category average of 4.90% by 0.67 pp. It ranked #14 of 32 in its category that year.

Invesco India Large & Mid Cap Fund - Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Invesco India Large & Mid Cap Fund - Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 17.89%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.