Should I invest in Invesco India Midcap Fund?

We don't give personal investment advice. Invesco India Midcap 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: 27.2%. 5-year CAGR: 14.52%.

Religare

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

Latest NAV

₹60.6400

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	-0.51%	-0.02%	-0.49	26 / 27	Q4
1W	-1.73%	-1.13%	-0.60	23 / 27	Q4
2W	-2.84%	-1.54%	-1.30	26 / 27	Q4
1M	+0.20%	-0.61%	+0.81	11 / 27	Q2
3M	+8.79%	+3.93%	+4.87	1 / 27	Q1
6M	+4.07%	+7.69%	-3.62	23 / 27	Q4
YTD	-3.82%	+1.25%	-5.07	25 / 27	Q4
1Y	-3.39%	+1.15%	-4.55	25 / 27	Q4
2Y	+1.11%	+1.20%	-0.10	14 / 27	Q3
3Y	+16.11%	+14.78%	+1.33	12 / 27	Q2
4Y	+18.01%	+16.26%	+1.75	10 / 27	Q2
5Y	+14.52%	+13.66%	+0.87	12 / 27	Q2
7Y	+16.47%	+17.91%	-1.44	21 / 27	Q4
10Y	+9.72%	+12.82%	-3.11	21 / 27	Q4
Inception	+9.76%	+11.00%	-1.23	17 / 27	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	-3.82%	+1.25%	-5.07	25 / 27
2025	-3.88%	+0.65%	-4.54	23 / 27
2024	+43.36%	+23.63%	+19.74	1 / 27
2023	+32.96%	+35.07%	-2.10	17 / 27
2022	+0.50%	+2.50%	-1.99	19 / 27
2021	+27.69%	+38.76%	-11.07	24 / 27
2020	+12.12%	+20.23%	-8.12	20 / 27
2019	-6.54%	-0.75%	-5.79	24 / 27
2018	-16.41%	-14.09%	-2.32	17 / 27
2017	+28.71%	+36.02%	-7.31	25 / 27
2016	-11.13%	+0.99%	-12.12	27 / 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

+13.83%

223 windows

min -63.2% · max 150.0%

62% positive

3-Year rolling

+12.04%

199 windows

min -14.8% · max 37.1%

80% positive

5-Year rolling

+10.98%

174 windows

min -8.5% · max 26.3%

89% positive

7-Year rolling

+10.27%

150 windows

min 2.0% · max 25.4%

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

17.34%

3-year · annualised

Sharpe ratio

0.58

vs risk-free 6.5%

Sortino ratio

0.89

Downside-only deviation

Max drawdown

-27.20%

Dec 2024 → Mar 2026

% 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 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 - Growth Option	Religare	₹194.5800	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	₹60.6400
23 Jul 2026	₹60.9500
22 Jul 2026	₹61.4700
21 Jul 2026	₹62.2200
20 Jul 2026	₹61.7500
17 Jul 2026	₹61.7100
16 Jul 2026	₹61.7500
15 Jul 2026	₹61.9900
14 Jul 2026	₹61.5900
13 Jul 2026	₹62.2100

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 - IDCW (Payout / Reinvestment) is ₹60.6400. 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 - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) has delivered a absolute return of -3.39% — -4.55 pp behind the Mid Cap Fund category average of 1.15%. The fund ranks #25 of 27 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Midcap Fund - Regular Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 16.11% — +1.33 pp ahead of the Mid Cap Fund category average of 14.78%. The fund ranks #12 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Invesco India Midcap Fund - Regular Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 14.52% — +0.87 pp ahead of the Mid Cap Fund category average of 13.66%. The fund ranks #12 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in Invesco India Midcap Fund - Regular Plan - IDCW (Payout / Reinvestment) exactly 10 years ago would be worth approximately ₹252,771 today — a multiplier of 2.53×, based on the 10-year CAGR of 9.72%. 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 - IDCW (Payout / Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹854,151 today. That's an XIRR (money-weighted annualised return) of 14.10%.

A ₹10,000 monthly SIP for 10 years in Invesco India Midcap Fund - Regular Plan - IDCW (Payout / Reinvestment) = ₹1,200,000 invested. It would currently be worth ₹2,380,259 (multiplier 1.98×). XIRR: 13.13%. 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 - IDCW (Payout / Reinvestment) ranks #12 out of 27 funds in the Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.66%; this fund delivered 14.52%.

The worst peak-to-trough decline Invesco India Midcap Fund - Regular Plan - IDCW (Payout / Reinvestment) has experienced over the last 5-year window is 27.20% — its NAV fell from a high on 16 Dec 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 Midcap Fund - Regular Plan - IDCW (Payout / Reinvestment) averaged 10.98% (best 26.33%, worst -8.55%). 89% of rolling windows ended positive. The 5-year Sharpe ratio is 0.51 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Midcap Fund - Regular Plan - IDCW (Payout / Reinvestment) returned -3.88% — lagging the Mid Cap Fund category average of 0.65% by 4.54 pp. It ranked #23 of 27 in its category that year.

Invesco India Midcap 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 Midcap 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: 27.2%. 5-year CAGR: 14.52%.

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