FundLens
79
Mid CapStrong Buy

Invesco India Midcap

Invesco · Direct–Growth · rank #1 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
8.0%
+3.0% vs index
3 Years
23.4%
+8.2% vs index
5 Years
19.7%
+3.8% vs index
Since launch
20.9%

Year-by-year performance

last entry = YTD
2021
+45.2%
2022
+2.0%
2023
+35.9%
2024
+45.0%
2025
+7.6%
2026
+8.3%

Why this score

Invesco India Midcap scores 79/100 — the top-rated Mid Cap fund of 34 (Strong Buy). It stands out for 3y return and 5y return — beating 95% of peers on 3y return. The main drag is its volatility (better than only 8% of peers).

Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.

3Y return23.40% · 95th percentile in category
5Y return19.66% · 90th percentile in category
Sharpe ratio0.99 · 89th percentile in category
Volatility19.58 · 8th percentile in category
Sortino ratio1.39 · 95th percentile in category
Alpha6.01 · 92nd percentile in category

Top holdings

top 5 = 29.3% of portfolio
1.Prestige Estates Projects Ltd7.27%
2.Max Healthcare Institute Ltd6.5%
3.The Federal Bank Ltd5.98%
4.Meesho Ltd.4.84%
5.Manipal Health Enterprises Ltd4.74%

41 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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