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

We don't give personal investment advice. Invesco India Large & Mid Cap Fund - Regular 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: 20.3%. 5-year CAGR: 16.80%.

Religare

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

Latest NAV

₹107.4100

As of

24 Jul 2026

4,655 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	-0.57%	-0.17%	-0.41	34 / 34	Q4
1W	-2.01%	-1.58%	-0.43	27 / 34	Q4
2W	-2.36%	-1.78%	-0.58	30 / 34	Q4
1M	+0.12%	-0.60%	+0.72	7 / 34	Q1
3M	+8.51%	+2.72%	+5.78	1 / 32	Q1
6M	+14.73%	+3.11%	+11.62	3 / 32	Q1
YTD	+6.32%	-2.55%	+8.86	3 / 32	Q1
1Y	+4.09%	-1.22%	+5.31	6 / 32	Q1
2Y	+9.18%	-0.09%	+9.27	1 / 32	Q1
3Y	+22.24%	+12.08%	+10.16	1 / 32	Q1
4Y	+21.52%	+13.64%	+7.87	1 / 32	Q1
5Y	+16.80%	+11.55%	+5.25	2 / 32	Q1
7Y	+18.55%	+14.58%	+3.97	3 / 32	Q1
10Y	+15.98%	+11.20%	+4.79	1 / 32	Q1
Inception	+13.39%	+8.73%	+4.66	6 / 31	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	+6.32%	-2.55%	+8.86	3 / 32
2025	+4.38%	+2.91%	+1.47	16 / 32
2024	+37.56%	+19.92%	+17.64	2 / 32
2023	+30.92%	+27.73%	+3.20	11 / 32
2022	-0.38%	+2.49%	-2.87	22 / 32
2021	+29.19%	+32.49%	-3.29	23 / 32
2020	+13.40%	+13.97%	-0.57	15 / 32
2019	+10.63%	+4.84%	+5.80	5 / 32
2018	+0.49%	-10.87%	+11.36	3 / 32
2017	+38.48%	+31.34%	+7.14	9 / 32
2016	+3.15%	+2.52%	+0.63	16 / 32

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

+15.46%

219 windows

min -51.7% · max 86.5%

80% positive

3-Year rolling

+15.02%

195 windows

min -1.5% · max 30.6%

99% positive

5-Year rolling

+14.60%

171 windows

min -0.2% · max 27.1%

99% positive

7-Year rolling

+14.49%

146 windows

min 7.2% · max 20.4%

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

16.90%

3-year · annualised

Sharpe ratio

0.91

vs risk-free 6.5%

Sortino ratio

1.48

Downside-only deviation

Max drawdown

-19.00%

Sep 2024 → Feb 2025

% positive months

69.4%

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	HDFC	₹340.3490	24 Jul 2026
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹290.0170	24 Jul 2026
ICICI Prudential Large & Mid Cap Fund - Growth	ICICI Prudential	₹1,021.4400	24 Jul 2026
Franklin India Large & Mid Cap Fund - Growth Plan	Franklin Templeton	₹187.6270	24 Jul 2026
Kotak Large & Midcap Fund - Growth-Regular	Kotak Mahindra	₹347.8510	24 Jul 2026
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹252.2700	24 Jul 2026
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	UTI	₹182.4704	24 Jul 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Birla Sun Life	₹925.2300	24 Jul 2026
Bandhan Large & Mid Cap Fund - Regular Plan - Growth	IDFC	₹137.6310	24 Jul 2026
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth	Bharti AXA	₹101.2500	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹107.4100
23 Jul 2026	₹108.0300
22 Jul 2026	₹108.7800
21 Jul 2026	₹110.3100
20 Jul 2026	₹109.9100
17 Jul 2026	₹109.6100
16 Jul 2026	₹109.9800
15 Jul 2026	₹109.7900
14 Jul 2026	₹108.8700
13 Jul 2026	₹109.7700

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 24 Jul 2026, the NAV of Invesco India Large & Mid Cap Fund - Regular Plan - Growth is ₹107.4100. It's a Large & Mid Cap Fund from Religare, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Large & Mid Cap Fund - Regular Plan - Growth has NAV history starting from 13 Aug 2007, a track record of about 18 years 11 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Invesco India Large & Mid Cap Fund - Regular Plan - Growth is managed by Religare. 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 - Regular Plan - Growth has delivered a absolute return of 4.09% — +5.31 pp ahead of the Large & Mid Cap Fund category average of -1.22%. The fund ranks #6 of 32 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Invesco India Large & Mid Cap Fund - Regular Plan - Growth has delivered a CAGR of 22.24% — +10.16 pp ahead of the Large & Mid Cap Fund category average of 12.08%. The fund ranks #1 of 32 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India Large & Mid Cap Fund - Regular Plan - Growth has delivered a CAGR of 16.80% — +5.25 pp ahead of the Large & Mid Cap Fund category average of 11.55%. The fund ranks #2 of 32 in its category — the top (Q1) quartile.

₹1 lakh invested in Invesco India Large & Mid Cap Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹440,566 today — a multiplier of 4.41×, based on the 10-year CAGR of 15.98%. The category average over the same window would have grown ₹1 lakh to ₹289,063.

A ₹10,000 monthly SIP in Invesco India Large & Mid Cap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹960,989 today. That's an XIRR (money-weighted annualised return) of 18.90%.

A ₹10,000 monthly SIP for 10 years in Invesco India Large & Mid Cap Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,989,295 (multiplier 2.49×). XIRR: 17.37%. 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 - Regular Plan - Growth ranks #2 out of 32 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 11.55%; this fund delivered 16.80%.

The worst peak-to-trough decline Invesco India Large & Mid Cap Fund - Regular Plan - Growth has experienced over the last 5-year window is 20.30% — 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 - Regular Plan - Growth averaged 14.60% (best 27.12%, worst -0.24%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.65 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Large & Mid Cap Fund - Regular Plan - Growth returned 4.38% — beating the Large & Mid Cap Fund category average of 2.91% by 1.47 pp. It ranked #16 of 32 in its category that year.

Invesco India Large & Mid Cap Fund - Regular 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 - Regular 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: 20.3%. 5-year CAGR: 16.80%.

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