Invesco India Large & Mid Cap Fund(G)
View the direct plan of this scheme
Rs 100.03 -0.41(-0.408 %) NAV as on 10 Jun 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 10 Jun 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 1.95 % | 19.00 % | 28.62 % | 26.43 % | 13.77 % |
NIFTY LargeMidcap 250 | 0.75 % | 8.20 % | 22.36 % | 26.15 % | 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.