FundLens
79
Mid CapStrong Buy

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
0.9%
+1.2% vs index
3 Years
21.2%
+8.0% vs index
5 Years
16.8%
+3.9% vs index
Since launch
20.3%

Year-by-year performance

last entry = YTD
2021
+45.2%
2022
+2.0%
2023
+35.9%
2024
+45.0%
2025
+7.6%
2026
+2.4%

Why this score

Invesco India Midcap scores 79/100 — the top-rated Mid Cap fund of 34 (Strong 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 return21.20% · 95th percentile in category
5Y return16.82% · 90th percentile in category
Sharpe ratio0.84 · 92nd percentile in category
Volatility20.13 · 8th percentile in category
Alpha6.97 · 98th percentile in category
Sortino ratio1.19 · 95th percentile in category

Top holdings

top 5 = 29.8% of portfolio
1.Prestige Estates Projects Ltd7.33%
2.Max Healthcare Institute Ltd7.21%
3.Meesho Ltd.5.42%
4.The Federal Bank Ltd5.37%
5.Manipal Health Enterprises Ltd4.44%

43 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

Other Mid Cap funds