Investment Objective and Approach

The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies. The fund focuses on mid-sized companies that are positioned between large-cap and small-cap segments, typically offering higher growth potential compared to large-cap stocks while maintaining relatively lower risk than small-cap investments.

The investment approach follows a bottom-up stock selection methodology where the fund manager evaluates individual companies based on their fundamentals, growth prospects, and valuation metrics. The fund maintains around 98.08% in equities, 0.00% in debts, and 1.92% in cash & cash equivalents as of August 28, 2025. This high equity allocation reflects the fund's commitment to capital appreciation through equity investments.

The fund utilizes comprehensive research and analysis to identify mid-cap companies with strong business models, competitive advantages, and sustainable growth trajectories. The selection process considers factors such as management quality, financial health, market position, and growth potential within their respective sectors.

Fund Managers

Vinay Paharia is the Current Fund Manager of Invesco India Mid Cap Fund Direct Growth fund. Vinay is an industry veteran with nearly two decades of equity research and fund management experience. Prior to this, he has worked with Invesco Asset Management Company as Fund Manager – Equity.

Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai. His extensive experience spans across various market cycles, providing him with deep insights into mid-cap investment opportunities and risk management strategies.

The fund manager's expertise lies in identifying undervalued mid-cap stocks with strong fundamentals and growth potential. His approach combines quantitative analysis with qualitative assessment to build a diversified portfolio that aims to deliver superior risk-adjusted returns over the long term.

About the Fund House (AMC)

Invesco Asset Management (India) offers expertise across equity and fixed income investments, with a broad range of best-in-class investment products across asset classes with high standards of customer service. Invest in our Equity Funds, Hybrid Funds, ETF's, Fixed Income Funds & Fund of Funds.

At Invesco Mutual Fund, we seek to serve investment needs of domestic and global investors; individuals, corporate and institutions through mutual funds and sub-advised portfolios. The fund house has established itself as a reliable investment partner with a strong research framework and disciplined investment processes.

Invesco brings global investment expertise to the Indian market, leveraging its extensive research capabilities and risk management systems. The AMC focuses on delivering consistent performance across market cycles while maintaining transparency and investor-centric approach in all its offerings.

Key highlights of the fund house:

- Strong research and investment processes

- Experienced fund management team

- Comprehensive product suite across asset classes

- Focus on long-term wealth creation

- Robust risk management framework

Should I Invest in Invesco India Mid Cap Fund?

Investment Considerations:

Positive Aspects:

- Invesco India Mid Cap Fund Direct Growth has given a CAGR return of 21.98% since inception

- Over the past five years, Invesco India Mid Cap Fund has delivered an annualised return of 28.52% as of 13-Aug-2025

- The fund has consistently outperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods. Ranked 2 out of 19 mutual funds in the mid-cap category as per INDmoney

- Experienced fund management team with proven track record

- ₹7802 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average

Risk Factors:

- The Invesco India Mid Cap Fund Direct Growth is rated Very High risk

- Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way

- Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years

Suitability:

This fund is suitable for investors seeking long-term capital appreciation with high risk tolerance. It's ideal for investors with investment horizon of 7+ years who can withstand market volatility. Like for all equity funds, you must invest only through the SIP route to benefit from rupee cost averaging and reduce timing risks.

FAQs

What is today's NAV of Invesco India Mid Cap Fund?

The latest NAV declared is ₹217.890 as on 28 Aug 2025 for the Direct Growth option. NAV is updated daily based on market closing prices.

What is the AUM of Invesco India Mid Cap Fund?

It has an AUM of ₹7,801.80 Crores as of 28-Aug-25. This substantial AUM indicates strong investor confidence and provides adequate liquidity for the fund.

What is the expense ratio of Invesco India Mid Cap Fund?

The fund has an expense ratio 0.6 for the Direct Growth plan. This is competitive within the mid-cap fund category and helps in better net returns.

What are the returns of Invesco India Mid Cap Fund since inception?

Invesco India Mid Cap Fund Direct Growth has given a CAGR return of 21.98% since inception. The fund has demonstrated consistent long-term wealth creation capabilities.

What is the minimum SIP amount to invest in Invesco India Mid Cap Fund?

Minimum investment for SIP is INR 500.00. This low minimum makes the fund accessible to retail investors starting their investment journey.

How do I invest in Invesco India Mid Cap Fund?

You can invest through Allvest platform by selecting the fund, choosing SIP or lumpsum option, and completing the KYC process. Allvest provides a seamless investment experience with zero commission.

How to start a SIP in Invesco India Mid Cap Fund?

Visit Allvest platform, search for Invesco India Mid Cap Fund, select SIP option, choose investment amount and frequency, then set up auto-debit mandate for hassle-free investing.

How do I automate an SIP in Invesco India Mid Cap Fund?

Set up a bank mandate or UPI auto-pay through Allvest platform. This ensures your SIP continues automatically without manual intervention each month.

How can I withdraw/redeem my investment in Invesco India Mid Cap Fund?

Invesco India Mid Cap Fund Direct Growth has no lock in period. You can redeem through Allvest platform anytime, though long-term holding is recommended for better returns.