Invesco India Midcap Fund SIP Calculator
Calculate historical returns and project future compounding for Invesco Midcap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Mid Cap
AUM
₹15,905 Cr
Expense Ratio
0.78%
Fund Manager
Vinay Paharia
Invesco Midcap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 22.4% CAGR | 5 Years @ 18.8% CAGR | 10 Years @ 19.1% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹51,662 Invested: ₹36,000 | ₹99,957 Invested: ₹60,000 | ₹3,61,466 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,29,156 Invested: ₹90,000 | ₹2,49,893 Invested: ₹1,50,000 | ₹9,03,665 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,58,311 Invested: ₹1,80,000 | ₹4,99,785 Invested: ₹3,00,000 | ₹18,07,329 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹5,16,623 Invested: ₹3,60,000 | ₹9,99,570 Invested: ₹6,00,000 | ₹36,14,659 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹12,91,557 Invested: ₹9,00,000 | ₹24,98,925 Invested: ₹15,00,000 | ₹90,36,647 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (22.44%), 5-year (18.81%), and 10-year (19.13%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Invesco India Midcap Fund
A high-conviction mid-cap fund delivering strong risk-adjusted returns by investing in mid-sized market leaders.
Investment Strategy
Quality-first bottom-up stock picking targeting high return on equity (ROE) mid-cap growth stocks.
Key Facts
- Quality-focused mid-cap stock selection
- Expense ratio: 0.77% (Direct)
- Benchmark: BSE 150 MidCap TRI
Historical Returns
3-Year CAGR
22.44%
5-Year CAGR
18.81%
10-Year CAGR
19.13%
Benchmark
BSE 150 MidCap TRI
Returns are illustrative based on historical performance. Actual returns may vary. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Invesco Midcap's portfolio includes:
Top 5 Holdings
- Indian Hotels
- Persistent Systems
- Federal Bank
- Astral Ltd
- Max Healthcare
Sector Allocation
Who Is This Fund Suitable For?
Suitable for long-term equity investors seeking capital growth with disciplined risk management.
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Frequently Asked Questions About Invesco Midcap
What is the historical SIP return of Invesco Midcap?
Based on the latest data, Invesco Midcap has delivered an annualized return (CAGR) of 22.44% over 3 years, 18.81% over 5 years, and 19.13% over 10 years. Past performance does not guarantee future results.
How is Invesco Midcap SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Invesco Midcap generate over 5 years?
At an estimated annual return rate of 18.81%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹4,99,785 in 5 years, yielding an estimated wealth gain of ₹1,99,785. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Invesco Midcap?
Invesco Midcap's top holdings include Indian Hotels, Persistent Systems, Federal Bank, and Astral Ltd. The fund's sector allocation is diversified across multiple sectors.
What is the risk profile of Invesco Midcap?
Invesco Midcap is a Mid Cap fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in Invesco Midcap?
Gains from Invesco Midcap are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above ₹1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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