Invesco India Large and Mid Cap Fund Direct Growth

Scheme code: INF205K01MA0 NAV value: ₹ 107.4900 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year8.5168.2341.2130.46
3 year9.6030.0920.2921.66
5 year4.7930.8016.0016.04
7 year9.9120.4815.8315.02
10 year14.3319.4217.3416.29
12 year17.2820.2518.3915.16

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5141.21
3 year 6.2833.3215.7920.29
5 year 3.5426.0213.516
7 year 3.3315.6211.7115.83
10 year 3.4917.2210.617.34
12 year 3.0716.1710.8418.39
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0641.21
3 year 9.0858.729.3120.29
5 year 3.674818.0416
7 year 3.831.0314.1415.83
10 year 3.828.9312.3917.34
12 year 3.6326.6512.5918.39
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7641.21
3 year 7.6833.3717.0920.29
5 year 2.3527.6313.5116
7 year 3.7616.0112.0715.83
10 year 3.5616.9410.9217.34
12 year 3.3116.5411.0118.39
15 year 6.5616.4210.96
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -3624.56-2.5941.21
3 year -7.7814.624.2220.29

Rolling return for 1 year

- Average return: 41.21% - Median return: 45.2% - Average standard deviation: 6.23

Rolling return for 3 year

- Average return: 20.29% - Median return: 20.97% - Average standard deviation: 1.91

Rolling return for 5 year

- Average return: 16% - Median return: 15.86% - Average standard deviation: 1.02

Rolling return for 7 year

- Average return: 15.83% - Median return: 15.82% - Average standard deviation: 0.73

Rolling return for 10 year

- Average return: 17.34% - Median return: 17.56% - Average standard deviation: 0.5

Rolling return for 12 year

- Average return: 18.39% - Median return: 18.26% - Average standard deviation: 0.55

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,76,6521,76,65214.73
3 year36,00,00049,14,25413,14,25410.93
5 year60,00,00093,23,33733,23,3379.22
7 year84,00,0001,49,06,69665,06,6968.54
10 year1,20,00,0002,98,47,9001,78,47,9009.54
12 year1,44,00,0004,60,44,1613,16,44,16110.17

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.914.73
3 year 7.310.93
5 year 7.489.22
7 year 6.398.54
10 year 5.959.54
12 year 6.1110.17
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.0214.73
3 year 20.6410.93
5 year 139.22
7 year 9.488.54
10 year 7.999.54
12 year 8.1210.17
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.3514.73
3 year 8.2210.93
5 year 7.779.22
7 year 6.68.54
10 year 6.239.54
12 year 6.3710.17
NIFTY LARGEMIDCAP 250
Duration Average return (%) Fund's return (%)
1 year 3.2514.73
3 year 1.1110.93

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,76,652 - Absolute Returns: ₹1,76,652 - CAGR: 14.73%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,14,254 - Absolute Returns: ₹13,14,254 - CAGR: 10.93%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,23,337 - Absolute Returns: ₹33,23,337 - CAGR: 9.22%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,49,06,696 - Absolute Returns: ₹65,06,696 - CAGR: 8.54%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,98,47,900 - Absolute Returns: ₹1,78,47,900 - CAGR: 9.54%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,60,44,161 - Absolute Returns: ₹3,16,44,161 - CAGR: 10.17%