Should I invest in Invesco India Midcap Fund?

We don't give personal investment advice. Invesco India Midcap Fund - Direct Plan - Growth Option 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: 20.1%. 5-year CAGR: 21.06%.

Invesco

Invesco India Midcap Fund - Direct Plan - Growth Option

Latest NAV

₹220.3000

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	+0.61%	+0.15%	+0.45	3 / 34	Q1
1W	-1.60%	-1.85%	+0.26	12 / 34	Q2
2W	+0.31%	-0.16%	+0.48	8 / 34	Q1
1M	+0.52%	+0.51%	+0.01	15 / 34	Q2
3M	+4.61%	+4.16%	+0.45	12 / 33	Q2
6M	-1.85%	+0.22%	-2.07	26 / 33	Q4
YTD	-0.56%	+0.48%	-1.03	21 / 33	Q3
1Y	+8.46%	+6.03%	+2.43	8 / 32	Q1
2Y	+14.57%	+6.85%	+7.72	1 / 31	Q1
3Y	+25.38%	+20.47%	+4.91	4 / 31	Q1
4Y	+24.31%	+19.91%	+4.40	1 / 25	Q1
5Y	+21.06%	+17.75%	+3.31	4 / 24	Q1
7Y	+22.17%	+19.64%	+2.54	5 / 22	Q1
10Y	+19.91%	+16.84%	+3.06	1 / 19	Q1
Inception	+20.69%	+18.51%	+2.19	8 / 34	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	-0.56%	+0.48%	-1.03	21 / 33
2025	+7.29%	+2.51%	+4.79	4 / 31
2024	+45.15%	+29.88%	+15.27	2 / 31
2023	+34.69%	+38.88%	-4.19	22 / 30
2022	+1.98%	+4.09%	-2.11	16 / 24
2021	+44.18%	+45.26%	-1.08	13 / 23
2020	+26.08%	+24.48%	+1.61	7 / 22
2019	+5.56%	+4.55%	+1.01	10 / 21
2018	-3.51%	-10.32%	+6.82	3 / 20
2017	+45.99%	+41.26%	+4.74	3 / 20
2016	+2.23%	+4.21%	-1.97	14 / 19

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

+25.45%

152 windows

min -21.3% · max 107.5%

89% positive

3-Year rolling

+21.17%

127 windows

min -1.7% · max 39.6%

99% positive

5-Year rolling

+20.22%

103 windows

min 2.9% · max 32.5%

100% positive

7-Year rolling

+19.36%

79 windows

min 13.6% · max 24.2%

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

17.81%

3-year · annualised

Sharpe ratio

1.01

vs risk-free 6.5%

Sortino ratio

1.64

Downside-only deviation

Max drawdown

-20.07%

Dec 2024 → Feb 2025

% positive months

75.0%

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 Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹219.0770	3 Jun 2026
NIPPON INDIA GROWTH MID CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹184.7203	3 Jun 2026
SBI MIDCAP FUND - DIRECT PLAN - GROWTH	SBI	₹261.4456	3 Jun 2026
ICICI Prudential MidCap Fund - Direct Plan - Growth	ICICI Prudential	₹374.7000	3 Jun 2026
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN	Bandhan	₹18.8500	3 Jun 2026
quant Mid Cap Fund - Growth Option - Direct Plan	Quant	₹245.6593	3 Jun 2026
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹896.8300	3 Jun 2026
Motilal Oswal Midcap Fund-Direct Plan-Growth Option	Motilal Oswal	₹104.1164	3 Jun 2026
Franklin India Mid Cap Fund - Direct - Growth	Franklin India	₹3,000.7955	3 Jun 2026
Mirae Asset Midcap Fund- Direct Growth Option	Mirae Asset	₹40.9750	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹220.3000
2 Jun 2026	₹221.0300
1 Jun 2026	₹219.7000
29 May 2026	₹222.3600
27 May 2026	₹224.8800
26 May 2026	₹224.6200
25 May 2026	₹224.3100
22 May 2026	₹221.7600
21 May 2026	₹221.5700
20 May 2026	₹220.8000

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 Midcap Fund - Direct Plan - Growth Option is ₹220.3000. It's a Mid Cap Fund from Invesco, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

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

Over the trailing 1-year window, Invesco India Midcap Fund - Direct Plan - Growth Option has delivered a absolute return of 8.46% — +2.43 pp ahead of the Mid Cap Fund category average of 6.03%. The fund ranks #8 of 32 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Invesco India Midcap Fund - Direct Plan - Growth Option has delivered a CAGR of 25.38% — +4.91 pp ahead of the Mid Cap Fund category average of 20.47%. The fund ranks #4 of 31 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India Midcap Fund - Direct Plan - Growth Option has delivered a CAGR of 21.06% — +3.31 pp ahead of the Mid Cap Fund category average of 17.75%. The fund ranks #4 of 24 in its category — the top (Q1) quartile.

₹1 lakh invested in Invesco India Midcap Fund - Direct Plan - Growth Option exactly 10 years ago would be worth approximately ₹614,315 today — a multiplier of 6.14×, based on the 10-year CAGR of 19.91%. The category average over the same window would have grown ₹1 lakh to ₹474,182.

A ₹10,000 monthly SIP in Invesco India Midcap Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹1,001,716 today. That's an XIRR (money-weighted annualised return) of 20.60%.

A ₹10,000 monthly SIP for 10 years in Invesco India Midcap Fund - Direct Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹3,618,848 (multiplier 3.02×). XIRR: 20.91%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Invesco India Midcap Fund - Direct Plan - Growth Option ranks #4 out of 24 funds in the Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 17.75%; this fund delivered 21.06%.

The worst peak-to-trough decline Invesco India Midcap Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 20.07% — its NAV fell from a high on 16 Dec 2024 to a low on 28 Feb 2025. 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 Midcap Fund - Direct Plan - Growth Option averaged 20.22% (best 32.49%, worst 2.95%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.84 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Midcap Fund - Direct Plan - Growth Option returned 7.29% — beating the Mid Cap Fund category average of 2.51% by 4.79 pp. It ranked #4 of 31 in its category that year.

Invesco India Midcap Fund - Direct Plan - Growth Option 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 Midcap Fund - Direct Plan - Growth Option 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: 20.1%. 5-year CAGR: 21.06%.

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