Should I invest in Invesco India Midcap Fund?

We don't give personal investment advice. Invesco India Midcap Fund - Regular 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: 20.6%. 5-year CAGR: 19.04%.

Religare

Invesco India Midcap Fund - Regular Plan - Growth Option

Latest NAV

₹194.5800

As of

24 Jul 2026

4,733 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	-0.52%	-0.02%	-0.50	27 / 27	Q4
1W	-1.73%	-1.13%	-0.60	22 / 27	Q4
2W	-2.84%	-1.54%	-1.30	27 / 27	Q4
1M	+0.21%	-0.61%	+0.82	8 / 27	Q2
3M	+8.79%	+3.93%	+4.86	2 / 27	Q1
6M	+14.47%	+7.69%	+6.78	3 / 27	Q1
YTD	+5.78%	+1.25%	+4.54	1 / 27	Q1
1Y	+6.26%	+1.15%	+5.11	2 / 27	Q1
2Y	+11.37%	+1.20%	+10.16	1 / 27	Q1
3Y	+23.84%	+14.78%	+9.05	1 / 27	Q1
4Y	+23.85%	+16.26%	+7.60	1 / 27	Q1
5Y	+19.04%	+13.66%	+5.38	2 / 27	Q1
7Y	+23.39%	+17.91%	+5.48	1 / 27	Q1
10Y	+18.21%	+12.82%	+5.38	1 / 27	Q1
Inception	+16.61%	+11.00%	+5.61	2 / 27	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	+5.78%	+1.25%	+4.54	1 / 27
2025	+6.03%	+0.65%	+5.38	3 / 27
2024	+43.35%	+23.63%	+19.73	2 / 27
2023	+32.97%	+35.07%	-2.09	16 / 27
2022	+0.51%	+2.50%	-1.98	17 / 27
2021	+42.07%	+38.76%	+3.31	11 / 27
2020	+24.35%	+20.23%	+4.12	9 / 27
2019	+3.95%	-0.75%	+4.71	5 / 27
2018	-5.16%	-14.09%	+8.93	3 / 27
2017	+43.46%	+36.02%	+7.44	7 / 27
2016	+0.45%	+0.99%	-0.53	16 / 27

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

+20.43%

223 windows

min -63.2% · max 150.0%

79% positive

3-Year rolling

+19.07%

199 windows

min -3.5% · max 43.5%

97% positive

5-Year rolling

+18.48%

174 windows

min 1.7% · max 31.6%

100% positive

7-Year rolling

+18.28%

150 windows

min 11.1% · max 30.9%

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

17.93%

3-year · annualised

Sharpe ratio

0.94

vs risk-free 6.5%

Sortino ratio

1.53

Downside-only deviation

Max drawdown

-20.27%

Dec 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 Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Mid Cap Fund - Growth Plan	HDFC	₹205.1410	24 Jul 2026
SBI MIDCAP FUND - REGULAR PLAN - GROWTH	SBI	₹241.7656	24 Jul 2026
ICICI Prudential MidCap Fund - Growth	ICICI Prudential	₹331.1600	24 Jul 2026
Franklin India Mid Cap Fund - IDCW	Franklin Templeton	₹85.4545	24 Jul 2026
Kotak Midcap Fund - Regular Plan - Growth	Kotak Mahindra	₹143.7810	24 Jul 2026
UTI Mid Cap Fund - Regular Plan - IDCW	UTI	₹144.2427	24 Jul 2026
Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW	Birla Sun Life	₹57.8700	24 Jul 2026
Invesco India Midcap Fund - Regular Plan - IDCW (Payout / Reinvestment)	Religare	₹60.6400	24 Jul 2026
NIPPON INDIA GROWTH MID CAP FUND - IDCW Option	Reliance	₹119.1847	24 Jul 2026
quant Mid Cap Fund - Growth Option - Regular Plan	Escorts	₹219.8673	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹194.5800
23 Jul 2026	₹195.5900
22 Jul 2026	₹197.2300
21 Jul 2026	₹199.6300
20 Jul 2026	₹198.1400
17 Jul 2026	₹198.0100
16 Jul 2026	₹198.1400
15 Jul 2026	₹198.9200
14 Jul 2026	₹197.6200
13 Jul 2026	₹199.6200

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 Midcap Fund - Regular Plan - Growth Option is ₹194.5800. It's a Mid Cap Fund from Religare, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Midcap Fund - Regular Plan - Growth Option has NAV history starting from 20 Apr 2007, a track record of about 19 years 3 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 Midcap Fund - Regular Plan - Growth Option is managed by Religare. 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 - Regular Plan - Growth Option has delivered a absolute return of 6.26% — +5.11 pp ahead of the Mid Cap Fund category average of 1.15%. The fund ranks #2 of 27 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Invesco India Midcap Fund - Regular Plan - Growth Option has delivered a CAGR of 23.84% — +9.05 pp ahead of the Mid Cap Fund category average of 14.78%. The fund ranks #1 of 27 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Invesco India Midcap Fund - Regular Plan - Growth Option has delivered a CAGR of 19.04% — +5.38 pp ahead of the Mid Cap Fund category average of 13.66%. The fund ranks #2 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in Invesco India Midcap Fund - Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹532,660 today — a multiplier of 5.33×, based on the 10-year CAGR of 18.21%. The category average over the same window would have grown ₹1 lakh to ₹334,174.

A ₹10,000 monthly SIP in Invesco India Midcap Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹1,014,648 today. That's an XIRR (money-weighted annualised return) of 21.14%.

A ₹10,000 monthly SIP for 10 years in Invesco India Midcap Fund - Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹3,498,256 (multiplier 2.92×). XIRR: 20.29%. 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 - Regular Plan - Growth Option ranks #2 out of 27 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 13.66%; this fund delivered 19.04%.

The worst peak-to-trough decline Invesco India Midcap Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 20.57% — 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 Midcap Fund - Regular Plan - Growth Option averaged 18.48% (best 31.62%, worst 1.69%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.73 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Midcap Fund - Regular Plan - Growth Option returned 6.03% — beating the Mid Cap Fund category average of 0.65% by 5.38 pp. It ranked #3 of 27 in its category that year.

Invesco India Midcap Fund - Regular 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 - Regular 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: 20.6%. 5-year CAGR: 19.04%.

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