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Invesco India Midcap Fund - Direct Plan - Growth Option

Invesco Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
12,160 cr
TER direct / regular
0.74% / 1.87%
Active return /yr (full)
3.6%
Score
60
Rank (Score, pool)
#8 of 38
Percentile (full, pool)
81
IR vs benchmark
0.53
CAGR (absolute)
23.3%
Max drawdown
-25.8%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20192020202120222023202420252026-3920Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

20132014201520162017201820192020202120222023202420252026827441,406Fund (NAV=100)Benchmark: NIFTY Midcap 150 TRICategory median (Mid)

Drawdown

20132014201520162017201820192020202120222023202420252026-26-130Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY221.0%0.8%0.17455.1%24.4%25.3%12
FY23-1.1%-0.2%-0.37523.7%2.4%1.3%12
FY24-3.9%2.1%-0.64534.5%56.9%52.9%12
FY2512.2%8.5%1.47887.8%7.8%20.0%12
FY261.6%1.5%0.36565.6%1.9%3.5%12
FY27*8.0%6.5%1.88788.6%20.8%28.8%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-0.6+1.0-0.7-0.0+0.7+2.7+1.8-0.7-1.1+1.8+4.8
2020+0.5+4.6+2.5-2.2+1.2-4.3+1.6-3.6+1.9-1.3-3.0+0.1-2.2
2021+0.8-2.2-1.3-1.9+0.9+0.4+2.8-2.5-0.8+1.9-0.1+0.7-1.4
2022-0.4+0.4-0.5-1.6+1.0-0.2-1.5-1.6+1.4+1.2-0.4+0.6-1.9
2023+0.0-0.2+0.1+0.4+0.3-1.4-1.9-0.9-1.8+1.4-0.7-1.5-6.1
2024+0.0+1.8+1.4-1.1-0.1+3.9-0.9+2.0+3.3+0.9+2.7+2.2+17.1
2025-4.1+1.8+0.7-0.8+1.2+3.1+1.8+1.2-0.8-0.2-0.0-1.7+2.1
2026-2.6+1.4-0.6+1.3-0.2+5.7-0.3+0.2+4.9
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-7.5-1.6+2.9+2.7-4.3-6.8-4.7+7.3+11.7+2.8+6.9+7.8
2014-5.1+4.4+11.8+1.4+16.3+9.1+0.6+6.0+4.5+2.8+7.1+2.8+79.7
2015+3.2+3.8-0.4-3.5+3.1-0.5+5.4-5.5-0.6+1.8+0.0+2.1+8.5
2016-5.3-10.9+9.2+3.6+2.8+4.0+4.6+2.8+0.8+2.8-6.1-3.8+2.9
2017+7.2+4.0+5.2+5.2-1.3-0.4+3.8+0.5+0.4+7.6+3.4+4.0+46.9
2018-2.5-3.7-2.6+7.3-3.6-3.0+5.5+6.7-10.8-0.2+1.9+3.0-3.6
2019-4.4-0.6+7.8-2.2+1.7-1.5-8.1+1.7+5.3+4.0+0.8+1.8+5.4
2020+5.8-1.0-25.0+12.3-0.6+7.0+6.0+5.0+3.7-1.1+11.8+5.5+26.1
2021+1.0+9.6+0.7-0.4+7.3+5.2+6.0-0.3+5.1+2.2-1.4+3.5+45.2
2022-1.6-6.3+4.2-1.0-4.2-5.5+10.1+4.5-0.4+3.0+1.5-1.2+2.0
2023-2.4-1.8-0.4+5.6+6.0+4.9+3.7+3.1+1.2-2.4+9.0+5.5+35.9
2024+4.7+1.6+1.0+5.2+2.1+11.8+4.1+2.3+5.1-5.6+2.9+3.3+45.0
2025-10.2-8.7+8.4+3.1+7.5+7.2-0.9-1.6+0.5+4.6+1.6-2.2+7.6
2026-6.1+3.2-11.7+14.5+2.4+6.6+1.4+1.5+10.1

Quarterly average AUM & estimated net flows

20132014201520162017201820192020202120222023202420252026456,10312,160AUM (quarter avg), ₹cr
-8312,176
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
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