FundLens
77
Mid CapBuy

Invesco India Midcap

Invesco · Direct–Growth · rank #2 of 33 by Smart Score

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
9.3%
+4.4% vs index
3 Years
26.1%
+6.8% vs index
5 Years
20.9%
+3.4% vs index
Since launch
21.2%

Year-by-year performance

last entry = YTD
2021
+45.2%
2022
+2.0%
2023
+35.9%
2024
+45.0%
2025
+7.6%
2026
+8.6%

Why this score

Invesco India Midcap scores 77/100 — #2 of 33 Mid Cap fund (Buy). It stands out for 3y return and 5y return — beating 98% of peers on 3y return. The main drag is its volatility (better than only 5% of peers).

Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.

3Y return26.06% · 98th percentile in category
5Y return20.94% · 90th percentile in category
Volatility19.49 · 5th percentile in category
Sortino ratio1.62 · 95th percentile in category
Expense ratio0.75% · 82nd percentile in category
Alpha2.84 · 82nd percentile in category

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