Should I invest in Invesco India Midcap Fund?

We don't give personal investment advice. Invesco India Midcap Fund - Direct 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: 24.8%. 5-year CAGR: 17.55%.

Invesco

Invesco India Midcap Fund - Direct Plan - IDCW (Payout / Reinvestment)

Latest NAV

₹84.0600

As of

17 Jul 2026

3,331 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	-0.06%	-0.23%	+0.17	9 / 31	Q2
1W	-1.09%	-0.51%	-0.58	27 / 31	Q4
2W	-0.24%	+0.60%	-0.84	29 / 31	Q4
1M	+4.12%	+1.56%	+2.57	3 / 31	Q1
3M	+10.96%	+5.71%	+5.25	2 / 31	Q1
6M	+3.78%	+5.07%	-1.29	19 / 31	Q3
YTD	+0.91%	+2.84%	-1.93	21 / 30	Q3
1Y	+1.80%	+2.58%	-0.78	18 / 30	Q3
2Y	+5.45%	+1.07%	+4.39	5 / 28	Q1
3Y	+20.15%	+15.52%	+4.64	5 / 28	Q1
4Y	+22.05%	+16.21%	+5.84	3 / 24	Q1
5Y	+17.55%	+12.80%	+4.74	3 / 21	Q1
7Y	+19.27%	+16.87%	+2.41	8 / 19	Q2
10Y	+12.91%	+11.75%	+1.16	7 / 16	Q2
Inception	+13.75%	+15.15%	-1.40	20 / 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	+0.91%	+2.84%	-1.93	21 / 30
2025	-0.55%	-0.94%	+0.39	15 / 28
2024	+45.14%	+26.10%	+19.03	2 / 28
2023	+34.66%	+33.37%	+1.30	11 / 27
2022	+1.93%	-0.01%	+1.94	8 / 21
2021	+31.91%	+39.11%	-7.20	15 / 20
2020	+15.33%	+21.28%	-5.96	12 / 19
2019	-3.97%	-0.12%	-3.85	14 / 18
2018	-14.04%	-14.35%	+0.31	6 / 17
2017	+31.78%	+34.26%	-2.47	11 / 17
2016	-9.16%	-0.52%	-8.63	15 / 16

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

+18.15%

153 windows

min -25.3% · max 98.5%

76% positive

3-Year rolling

+13.75%

129 windows

min -9.7% · max 31.0%

86% positive

5-Year rolling

+12.13%

105 windows

min -4.7% · max 29.6%

90% positive

7-Year rolling

+11.11%

80 windows

min 4.8% · max 19.5%

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

17.49%

3-year · annualised

Sharpe ratio

0.77

vs risk-free 6.5%

Sortino ratio

1.28

Downside-only deviation

Max drawdown

-24.85%

Dec 2024 → Apr 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 Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Mid Cap Fund - IDCW Option - Direct Plan	HDFC	₹81.4130	17 Jul 2026
SBI Midcap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹155.8445	17 Jul 2026
ICICI Prudential MidCap Fund - Direct Plan - IDCW	ICICI Prudential	₹70.3500	17 Jul 2026
BANDHAN MIDCAP FUND - IDCW - DIRECT PLAN	Bandhan	₹19.7020	17 Jul 2026
quant Mid Cap Fund - IDCW Option - Direct Plan	Quant	₹89.2853	17 Jul 2026
Aditya Birla Sun Life Midcap Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹100.6900	17 Jul 2026
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment	Motilal Oswal	₹46.6684	17 Jul 2026
Franklin India Mid Cap Fund - Direct - IDCW	Franklin India	₹105.1035	17 Jul 2026
Mirae Asset Midcap Fund Direct IDCW	Mirae Asset	₹28.6980	17 Jul 2026
Kotak Midcap Fund - Direct Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option	Kotak	₹101.9770	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹84.0600
16 Jul 2026	₹84.1100
15 Jul 2026	₹84.4400
14 Jul 2026	₹83.8800
13 Jul 2026	₹84.7300
10 Jul 2026	₹84.9900
9 Jul 2026	₹84.2100
8 Jul 2026	₹82.8600
7 Jul 2026	₹84.3300
6 Jul 2026	₹84.8500

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 17 Jul 2026, the NAV of Invesco India Midcap Fund - Direct Plan - IDCW (Payout / Reinvestment) is ₹84.0600. It's a Mid Cap Fund from Invesco, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Invesco India Midcap Fund - Direct Plan - IDCW (Payout / Reinvestment) has NAV history starting from 02 Jan 2013, a track record of about 13 years 6 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 - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) has delivered a absolute return of 1.80% — -0.78 pp behind the Mid Cap Fund category average of 2.58%. The fund ranks #18 of 30 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Invesco India Midcap Fund - Direct Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 20.15% — +4.64 pp ahead of the Mid Cap Fund category average of 15.52%. The fund ranks #5 of 28 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India Midcap Fund - Direct Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 17.55% — +4.74 pp ahead of the Mid Cap Fund category average of 12.80%. The fund ranks #3 of 21 in its category — the top (Q1) quartile.

₹1 lakh invested in Invesco India Midcap Fund - Direct Plan - IDCW (Payout / Reinvestment) exactly 10 years ago would be worth approximately ₹336,778 today — a multiplier of 3.37×, based on the 10-year CAGR of 12.91%. The category average over the same window would have grown ₹1 lakh to ₹303,738.

A ₹10,000 monthly SIP in Invesco India Midcap Fund - Direct Plan - IDCW (Payout / Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹933,248 today. That's an XIRR (money-weighted annualised return) of 17.70%.

A ₹10,000 monthly SIP for 10 years in Invesco India Midcap Fund - Direct Plan - IDCW (Payout / Reinvestment) = ₹1,200,000 invested. It would currently be worth ₹2,792,907 (multiplier 2.33×). XIRR: 16.11%. 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 - IDCW (Payout / Reinvestment) ranks #3 out of 21 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 12.80%; this fund delivered 17.55%.

The worst peak-to-trough decline Invesco India Midcap Fund - Direct Plan - IDCW (Payout / Reinvestment) has experienced over the last 5-year window is 24.85% — its NAV fell from a high on 16 Dec 2024 to a low on 07 Apr 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 - IDCW (Payout / Reinvestment) averaged 12.13% (best 29.60%, worst -4.72%). 90% of rolling windows ended positive. The 5-year Sharpe ratio is 0.65 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Midcap Fund - Direct Plan - IDCW (Payout / Reinvestment) returned -0.55% — beating the Mid Cap Fund category average of -0.94% by 0.39 pp. It ranked #15 of 28 in its category that year.

Invesco India Midcap Fund - Direct 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 Midcap Fund - Direct 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: 24.8%. 5-year CAGR: 17.55%.

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