Invesco India Large & Mid Cap Fund(G)
View the direct plan of this scheme
Rs 93.76 -1.36(-1.43 %) NAV as on 20 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 20 May 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 3.67 % | 16.18 % | 25.89 % | 27.16 % | 13.41 % |
NIFTY LargeMidcap 250 | 2.91 % | 7.19 % | 20.42 % | 27.98 % | 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.