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 - IDCW (Payout / Reinvestment) 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: 29.2%. 5-year CAGR: 12.16%.

Religare

Invesco India Large & Mid Cap Fund - Regular Plan - IDCW (Payout / Reinvestment)

Latest NAV

₹43.4500

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	33 / 34	Q4
1W	-2.01%	-1.58%	-0.43	28 / 34	Q4
2W	-2.36%	-1.78%	-0.58	29 / 34	Q4
1M	+0.12%	-0.60%	+0.72	8 / 34	Q1
3M	+8.49%	+2.72%	+5.77	2 / 32	Q1
6M	+3.26%	+3.11%	+0.15	14 / 32	Q2
YTD	-4.32%	-2.55%	-1.77	25 / 32	Q4
1Y	-6.32%	-1.22%	-5.09	25 / 32	Q4
2Y	-1.34%	-0.09%	-1.25	20 / 32	Q3
3Y	+14.26%	+12.08%	+2.18	14 / 32	Q2
4Y	+15.52%	+13.64%	+1.87	18 / 32	Q3
5Y	+12.16%	+11.55%	+0.61	20 / 32	Q3
7Y	+15.17%	+14.58%	+0.59	19 / 32	Q3
10Y	+12.57%	+11.20%	+1.37	17 / 32	Q3
Inception	+8.11%	+8.73%	-0.62	19 / 31	Q3

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	-4.32%	-2.55%	-1.77	25 / 32
2025	-5.30%	+2.91%	-8.20	31 / 32
2024	+37.56%	+19.92%	+17.64	1 / 32
2023	+30.95%	+27.73%	+3.22	10 / 32
2022	-0.38%	+2.49%	-2.87	23 / 32
2021	+29.19%	+32.49%	-3.29	22 / 32
2020	+13.36%	+13.97%	-0.62	16 / 32
2019	+10.64%	+4.84%	+5.80	4 / 32
2018	+0.49%	-10.87%	+11.36	2 / 32
2017	+25.74%	+31.34%	-5.61	24 / 32
2016	+3.21%	+2.52%	+0.69	15 / 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

+11.05%

219 windows

min -51.8% · max 86.4%

70% positive

3-Year rolling

+9.86%

195 windows

min -10.4% · max 26.4%

84% positive

5-Year rolling

+9.13%

171 windows

min -3.6% · max 24.7%

89% positive

7-Year rolling

+8.28%

146 windows

min 1.2% · max 18.3%

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

16.33%

3-year · annualised

Sharpe ratio

0.51

vs risk-free 6.5%

Sortino ratio

0.78

Downside-only deviation

Max drawdown

-29.19%

Sep 2024 → Mar 2026

% positive months

66.7%

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	₹43.4500
23 Jul 2026	₹43.7000
22 Jul 2026	₹44.0100
21 Jul 2026	₹44.6300
20 Jul 2026	₹44.4600
17 Jul 2026	₹44.3400
16 Jul 2026	₹44.4900
15 Jul 2026	₹44.4200
14 Jul 2026	₹44.0400
13 Jul 2026	₹44.4100

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 - IDCW (Payout / Reinvestment) is ₹43.4500. 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 - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) has delivered a absolute return of -6.32% — -5.09 pp behind the Large & Mid Cap Fund category average of -1.22%. The fund ranks #25 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Large & Mid Cap Fund - Regular Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 14.26% — +2.18 pp ahead of the Large & Mid Cap Fund category average of 12.08%. The fund ranks #14 of 32 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Invesco India Large & Mid Cap Fund - Regular Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 12.16% — +0.61 pp ahead of the Large & Mid Cap Fund category average of 11.55%. The fund ranks #20 of 32 in its category — the third (Q3) quartile.

₹1 lakh invested in Invesco India Large & Mid Cap Fund - Regular Plan - IDCW (Payout / Reinvestment) exactly 10 years ago would be worth approximately ₹326,692 today — a multiplier of 3.27×, based on the 10-year CAGR of 12.57%. 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 - IDCW (Payout / Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹802,453 today. That's an XIRR (money-weighted annualised return) of 11.57%.

A ₹10,000 monthly SIP for 10 years in Invesco India Large & Mid Cap Fund - Regular Plan - IDCW (Payout / Reinvestment) = ₹1,200,000 invested. It would currently be worth ₹2,412,363 (multiplier 2.01×). XIRR: 13.38%. 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 - IDCW (Payout / Reinvestment) ranks #20 out of 32 funds in the Large & Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.55%; this fund delivered 12.16%.

The worst peak-to-trough decline Invesco India Large & Mid Cap Fund - Regular Plan - IDCW (Payout / Reinvestment) has experienced over the last 5-year window is 29.19% — its NAV fell from a high on 24 Sep 2024 to a low on 30 Mar 2026. 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 - IDCW (Payout / Reinvestment) averaged 9.13% (best 24.66%, worst -3.58%). 89% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, Invesco India Large & Mid Cap Fund - Regular Plan - IDCW (Payout / Reinvestment) returned -5.30% — lagging the Large & Mid Cap Fund category average of 2.91% by 8.20 pp. It ranked #31 of 32 in its category that year.

Invesco India Large & Mid Cap Fund - Regular Plan - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) 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: 29.2%. 5-year CAGR: 12.16%.

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