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NS Wealth Research
Invesco India Large & Mid Cap Fund
NSW RANK – 3
For April 2026
Category : Large & Mid Cap Equity Scheme
Who should Invest?
Invesco India Large & Mid Cap Fund is best suited for “ Growth seekers”. The fund follows a more bottom-up approach to portfolio construction, investing early in companies with strong earnings momentum. The fund is more focused on midcaps; beyond the mandatory 35% allocation, the fund manager allocates the remaining 30% to midcaps. Since the fund has a greater leaning towards midcaps, it has the capacity to generate much higher returns above the benchmark during market ups. Still, similar returns are affected more when the market is in a downward trend. The scheme is ideal for investors with a 5- to 7-year horizon and a more risk-taking attitude.
Available Options:
Growth, IDCW (Income Distribution cum Capital Withdrawal) , IDCW Reinvestment:
Latest Returns:
| 1 Year | 3 Year | 5 Year |
|---|---|---|
| 4% | 23% | 21% |
Portfolio Details
As on 31-March-2026
| Top Sector Holdings | Details |
|---|---|
| Financials | 27.91% |
| Consumer Discretionary | 29.35% |
| Energy & Utilties | 10.35% |
| Consumer Discretionary | 9.31% |
| Healthcare | 8.29% |
| Technology | 7.85% |
| Consumer Staples | 6.67% |
| Materials | 0.92% |
| Industrials | 0.84% |
| Portfolio Concentration | Details |
|---|---|
| No. of Stocks | 44 |
| Top 10 Stocks | 46.72% |
| Top 5 Stocks | 27.93% |
| Top 3 Sectors | 63.91% |
| Portfolio P/B Ratio | 4.36 |
| Portfolio P/E Ratio | 40.96 |
| Top Stock Holdings | Details |
|---|---|
| Max Healthcare | 7.04% |
| Interglobe Aviation | 5.57% |
| Eternal | 5.51% |
| BSE | 5.03% |
| Sai Lifesciences | 4.49% |
| ICICI Bank | 4.48% |
| Trent India | 4.66% |
| Glenmark Pharma | 3.39% |
FAQ or Frequently Asked Questions
Is it good to invest in the Invesco India Large & Mid Cap Fund?
Whether the fund is good or bad depends on the investor’s time horizon. The fund is not advisable for investors with a 5- to 7-year investment horizon. The fund follows a growth investing strategy, so it suits investors with a high risk tolerance. As an investor, if you’re okay with negative returns during market downturns, this scheme is suitable for you.
Can one invest in the Invesco India Large & Mid Cap Fund through a Direct plan?
Yes, one can invest in the Invesco India Large & Mid Cap Fund through a Direct plan. The scheme offers both the Direct and Regular Plan. As a Certified Investment Advisor, NS Wealth offers only fee-based mutual fund advisory services, so we consider only direct plans for advisory purposes.
What are the key risks associated with investing in the Invesco India Large & Mid Cap Fund?
Like any other equity scheme, investing in the Invesco India Large & Mid Cap Fund carries a few risks common to all equity schemes. These are the common, inherent risks associated with investing in the Indian equity market, such as market volatility stemming from macroeconomic trends, geopolitical issues, or government policy changes. As the fund uses a bottom-up approach in portfolio construction, there can also be additional stock-specific risk. Since the fund is mandated to allocate at least 35% to both large & mid-cap companies, it offers better diversification for any portfolio. The Large-cap part of the scheme offers stability, and the midcap offers an opportunity to generate additional alpha over and above an average Nifty-50 index fund.
Who is the fund manager of the Invesco India Large Cap Scheme?
The fund is managed by a team of two fund managers – Amit Ganatara & Aditya Khemani, where Amit is the lead manager and has been managing the fund since 2023. The fund managers have an average Industry experience of 20 years.
How does Invesco India Large & Mid Cap Fund’s expense ratio compare to its peers?
According to the latest NS Wealth research, the expense ratio of Invesco India Large & Mid Cap suggests the fund is well-managed from a cost standpoint. The expense ratio is a bit below the category average. The expense ratio of the direct plan is 0.68%, and for the regular plan, it is 1.84%
Disclaimer
The Information in the ranking model and scheme information details is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
Other Rankings: Large Cap | Midcap | Multicap | Large & Mid Cap | Flexicap | Multi Asset Allocation | Aggressive Hybird | Conservative Hybrid | Arbitrage | ELSS | Gilt
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