Invesco India Mid Cap Fund

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

AUM - 2,354 Cr

Fund Manager

Pranav Gokhale

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

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 30 Oct. 2022

1 Year

3 Year

Since Inception

Period

Returns

1.41%

22.68%

14.46%

SIP Performance Exit Load upto 1 year - 1%

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

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