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NS Wealth Research
Invesco India Mid Cap Fund
Details as per 28-Feb-2026
NSW RANK – 1
For March 2026
Category : Mid Cap Equity Scheme
Who should Invest?
Invesco follows a bottom-up stock-picking portfolio strategy, focusing on specific stocks rather than sectors or industries when managing the Invesco India Midcap fund. The scheme is best suited for investors looking to achieve very long-term goals, such as retirement, spread over 10 to 15 years. Since the fund is highly focused on specific stocks, the strategy can at times be perceived as more contrarian, so returns may not consistently beat the benchmark year over year. Investors can notice periods of higher beta multiples relative to peers, which might average out over time to produce an annual return of 12%- 15%. The fund is not at all suitable for risk-averse or conservative equity investors.
Available Options:
Growth , IDCW (Income Distribution cum Capital Withdrawal) , IDCW Reinvestment
Latest Returns:
| 1 Year | 3 Year | 5 Year |
|---|---|---|
| 6.9% | 28.5% | 25.7% |
Portfolio Details
| Top Sector Holdings | Details |
|---|---|
| Financials | 34.99% |
| Healthcare | 19.61% |
| Consumer Discretionary | 11.99% |
| Technology | 11.05% |
| Real Estate | 7.59% |
| Industrials | 6.79% |
| Materials | 4.63% |
| Diversified | 1.39% |
| Consumer Staples | 1.31% |
| Portfolio Concentration | Details |
|---|---|
| No. of Stocks | 45 |
| Top 10 Stocks | 47.41% |
| Top 5 Stocks | 26.10% |
| Top 3 Sectors | 66.59% |
| Portfolio P/B Ratio | 4.48 |
| Portfolio P/E Ratio | 43.10 |
| Top Stock Holdings | Details |
|---|---|
| The Federal Bank | 6.21% |
| AU Small Fin Bank | 5.28% |
| Prestige Estate | 5.00% |
| Max Healthcare | 4.84% |
| BSE | 4.77% |
| Swiggy | 4.59% |
| L&T Fin | 4.44% |
| Max Financial | 4.16% |
| Global Health | 4.11% |
FAQ or Frequently Asked Questions
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.
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