FundLens
77
Mid CapBuy

Invesco India Midcap

Invesco · Direct–Growth · rank #1 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
12.5%
+2.7% vs index
3 Years
24.4%
+7.9% vs index
5 Years
20.6%
+3.8% vs index
Since launch
21.1%

Year-by-year performance

last entry = YTD
2021
+45.2%
2022
+2.0%
2023
+35.9%
2024
+45.0%
2025
+7.6%
2026
+9.4%

Why this score

Invesco India Midcap scores 77/100 — the top-rated Mid Cap fund of 34 (Buy). It stands out for 3y return and 5y return — beating 95% of peers on 3y return. The main drag is its volatility (better than only 8% of peers).

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

3Y return24.38% · 95th percentile in category
5Y return20.65% · 90th percentile in category
Volatility19.49 · 8th percentile in category
Sortino ratio1.46 · 95th percentile in category
Expense ratio0.74% · 88th percentile in category
Alpha2.84 · 82nd percentile in category

Top holdings

top 5 = 28.8% of portfolio
1.Prestige Estates Projects Ltd7.16%
2.The Federal Bank Ltd6.42%
3.Max Healthcare Institute Ltd6.21%
4.Meesho Ltd.4.64%
5.Global Health Ltd4.37%

41 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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