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EQUITY•LARGE & MID CAP FUND

Invesco India Large and Mid Cap Fund

3 Year return

24.25%
NAV on December 18, 2025
118.57
1D Returns
-0.93%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
47.94%₹1,726
Total Value ₹5,326

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹9,406.14 Cr.
Expense Ratio
0.61% (inclusive of GST)
Exit Load
if units are redeemed/switched out within 1 year from the date of allotment. if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable.

Ratings

ARQ Rating
3

Ratings by other agencies

Value Research
3
Crisil
1
Morning Star
4

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Invesco Mutual Fund Manager

AK

Aditya Khemani

Fund Manager since Feb 2025

AG

Amit Ganatra

Fund Manager since Feb 2025

Fund House Details

Invesco Mutual Fund

Invesco Mutual Fund

Asset management company

AUM
₹1,28,692.93 Cr.
No. of Schemes
141
Setup Date
May 2005

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Large and Midcap Fund24.9536%
0
ICICI Prudential Large and Mid Cap Fund21.2554%
3
Bandhan Large and Mid Cap Fund23.8019%
3.5

Schemes by Invesco Mutual Fund

List of mutual fund schemes by AMC

About Invesco India Growth Opportunities Fund Direct Plan-Growth

The Invesco India Growth Opportunities Fund Direct Plan-Growth is an open-ended equity mutual fund by Invesco Mutual Fund. The fund belongs to the large and mid-cap category with regard to mutual funds. It aims to give investors potential long-term capital appreciation by investing in a well-diversified portfolio of mostly large-cap and mid-cap company stocks with growth potential.

Investment Objective of the Scheme

The prominent investment objective of the Invesco India Growth Opportunities Fund Direct Plan-Growth is to give investors long-term capital appreciation by investing in a mix of large-cap as well as mid-cap stocks that allow growth opportunities. Towards meeting this goal, the stocksare chosen on the basis of strong fundamentals, the potential for growth, and business models that prove sustainable.

Key Features of The Fund

5-year return
21.4226%
Expense Ratio
0.61%
Fund Manager
Aditya Khemani
Fund Size
₹9406.14 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you are interested in the Invesco India Growth Opportunities Fund Direct Plan-Growth fund, you may want exposure to stocks of hand-picked companies that have positive aspects for future growth in the long run. Investors displaying moderate to high-risk behaviour may find this fund worth the consideration for investment. Nonetheless, before you make any investment plans, you must be sure to align them with your own financial needs and goals.

AMC Contact Details

NameInvesco Mutual Fund
Launch DateMay 2005
AddressUnit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013
Contact 1-800-209-0007(Toll Free) +91-22-6731-0000
Emailmfservices@invesco.com
Websitehttps://invescomutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Explore Tax-Saving Investment Advantages With SIPs

You can deduct ₹1.5 lakh from your taxable income by investing in an Equity Linked Savings Scheme (ELSS) through SIP, as allowed by Section 80(C) of the Income Tax Act, 1961. With a SIP in ELSS, individuals whose income is in the highest tax bracket (30%) can save about ₹45,000 annually. Plan tax-efficient investments and estimate possible returns utilising systematic investment plan calculator.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Invesco India Large and Mid Cap Fund on December 18, 2025, is ₹118.57
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Invesco India Large and Mid Cap Fund, is ₹9406.14 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Invesco India Large and Mid Cap Fund is 0.61%
The Invesco India Large and Mid Cap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Invesco India Large and Mid Cap Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,326 in 3Y at 24.2502% returns
SIP Date1st of every month

Your next SIP Payment will be on 18 January 2026

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