Invesco India Large & Mid Cap Fund - Regular Plan - IDCW (Payout / Reinvestment)

Invesco · Mid Cap

High

₹43.50

Current NAV

25 Jun 2026

20.6%

1Y Return

27.6%

3Y CAGR

19.6%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Generates significant excess returns relative to benchmark index (Alpha: 2.56).
Very large asset base (AUM: ₹22,110 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

1.06

Sharpe Ratio

1.56

Beta

2.56

Alpha

1.44

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