Invesco Mutual Fund

Invesco India Mid Cap Fund

By Rajendra

Nov 2, 2022

Scheme Analysis

Category 

Mid Cap

Inception

Apr 19, 2007

Benchmark

BSE MidCap 150

Scribbled Arrow

AUM  - 2,354 Cr

Fund Manager

Pranav Gokhale

Thick Brush Stroke

Invesco India Mid Cap Fund

• Using a bottom up stock picking approach with a top down overlay.

Investment Strategy

Top 5 Holding

Sundaram Fasteners

Trent

UNQ Minda

Craftsman Automation

Ashok Leyland

3.29

3.17

2.79

2.64

2.36

Total  14.25

• In scalable / niche businesses with attractive return ratios, strong cash flows with healthy balance sheet position.

Investment Strategy

Auto Components

Pharma

Industrial Product

Top 5 Sector

15.38

8.32

7.12

7.03

5.39

Retailing

Bank

• At a portfolio construction level, our reasonably concentrated portfolio is significantly different from the benchmark

Investment Strategy

• With larger allocation towards growth oriented companies that are trading at reasonable valuations.

Investment Strategy

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on 30 Oct. 2022

1 Year

3 Year

Since Inception

Period

Returns

1.41%

22.68%

14.46%

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Oct. 2022

1 Year

3 Year

5 Year

Period

Value

12,293

49,942

93,835

Returns

4.57%

22.49%

17.94%

Monthly SIP of 1,000