Invesco India Large & Mid Cap Fund(G)
View the direct plan of this scheme
Rs 94.88 0.34(0.36 %) NAV as on 16 May 2025
Scheme Objective: To Generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
Performance (As on 16 May 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 5.68 % | 18.78 % | 27.46 % | 27.01 % | 13.49 % |
NIFTY LargeMidcap 250 | 4.76 % | 9.99 % | 21.80 % | 27.93 % | N/A |
Portfolio
Large-and-midcap funds invest a minimum of 35% each in large-cap stocks and mid-cap stocks. Depending on their mid-cap allocation, these funds can be more volatile than large-cap funds and even some multi-cap funds. These funds can be used to get exposure to mid-cap stocks without taking on the very high risk of mid-cap funds. The Nifty Midcap 250, the Nifty 500 or BSE 500 can be used as benchmarks to measure performance.
Large-and-midcap funds suit investors with moderate to high risk appetites. The minimum period for which these funds need to be held is 5 years.