Invesco India Large & Mid Cap Fund SIP Calculator
Calculate historical returns and project future compounding for Invesco Large & Mid Cap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large & Mid Cap
AUM
₹2,021 Cr
Expense Ratio
0.93%
Fund Manager
Amit Ganatra, Taher Badshah
Invesco Large & Mid Cap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 21.6% CAGR | 5 Years @ 16.4% CAGR | 10 Years @ 17.0% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹50,958 Invested: ₹36,000 | ₹93,407 Invested: ₹60,000 | ₹3,16,431 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,27,396 Invested: ₹90,000 | ₹2,33,518 Invested: ₹1,50,000 | ₹7,91,078 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,54,791 Invested: ₹1,80,000 | ₹4,67,037 Invested: ₹3,00,000 | ₹15,82,156 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹5,09,582 Invested: ₹3,60,000 | ₹9,34,074 Invested: ₹6,00,000 | ₹31,64,312 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹12,73,955 Invested: ₹9,00,000 | ₹23,35,185 Invested: ₹15,00,000 | ₹79,10,781 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (21.62%), 5-year (16.44%), and 10-year (17.04%) performance data. Actual mutual fund returns fluctuate with market NAV.
Expert Editorial Analysis & Investment Review
Independent, data-driven assessment of Invesco India Large & Mid Cap Fund covering strategy, benchmark tracking, risk metrics, and suitability for long-term SIP portfolios.
Fund Overview
Invesco India Large & Mid Cap Fund is a prominent fund in the Large & Mid Cap category, managed by Amit Ganatra, Taher Badshah and benchmarked against NIFTY Large Midcap 250 TRI. Featuring an Asset Under Management (AUM) of ₹11,746 crore and an expense ratio of 0.80% (Direct), the fund offers investors disciplined exposure to quality growth assets.
Who Should Invest
This scheme is designed for investors with a long-term investment horizon (5+ years) looking for optimal capital appreciation in large & mid cap. It is well-suited for portfolio growth and long-term financial goals through systematic investments (SIP).
Key Strengths
- Disciplined Portfolio Management: Overseen by Amit Ganatra, Taher Badshah following strict valuation and growth metrics.
- Strong Category Leadership: Recognized for consistent performance with a 3-Year CAGR of 22.5%.
- Low Expense Ratio: Direct plan pricing of 0.80% (Direct) enhances net returns over long compounding periods.
Risks to Consider
- Market Fluctuations: Short-term NAV movements are influenced by broader economic and stock market developments.
- Category Specifics: Investors should align their risk appetite with the fund’s large & mid cap mandate.
Performance Context
Invesco India Large & Mid Cap Fund has demonstrated strategic agility through past market cycles, delivering a robust 3-year return of 22.5%.
Use Our SIP Calculator with This Fund
To project returns for Invesco India Large & Mid Cap Fund using actual historical NAV data, launch our interactive SIP Calculator.
About Invesco India Large & Mid Cap Fund
A growth-oriented fund combining large-cap stability with mid-cap high earnings growth potential.
Investment Strategy
Balanced allocation of at least 35% in large caps and 35% in mid caps focused on quality market leaders.
Key Facts
- Core allocation across Large & Mid Cap leaders
- Expense ratio: 0.80% (Direct)
- Benchmark: NIFTY Large Midcap 250 TRI
Historical Returns
3-Year CAGR
21.62%
5-Year CAGR
16.44%
10-Year CAGR
17.04%
Benchmark
NIFTY Large Midcap 250 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 Large & Mid Cap's portfolio includes:
Top 5 Holdings
- ICICI Bank
- HDFC Bank
- Infosys
- Trent Ltd
- Bharat Electronics
Sector Allocation
Who Is This Fund Suitable For?
Ideal for investors seeking balanced equity growth across top 250 Indian companies.
More Funds from Invesco & Similar Schemes
Similar Funds to Consider
- Mirae Asset Large & Midcap Fund
- HDFC Large and Mid Cap Fund
Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Invesco Large & Mid Cap Investors
- FIRE Calculator — Plan your retirement corpus with Invesco Large & Mid Cap as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in Invesco Large & Mid Cap could cost you
- SIP vs EMI Calculator — Compare investing in Invesco Large & Mid Cap vs paying off loans
Frequently Asked Questions About Invesco Large & Mid Cap
What is the historical SIP return of Invesco Large & Mid Cap?
Based on the latest data, Invesco Large & Mid Cap has delivered an annualized return (CAGR) of 21.62% over 3 years, 16.44% over 5 years, and 17.04% over 10 years. Past performance does not guarantee future results.
How is Invesco Large & Mid Cap 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 Large & Mid Cap generate over 5 years?
At an estimated annual return rate of 16.44%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹4,67,037 in 5 years, yielding an estimated wealth gain of ₹1,67,037. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Invesco Large & Mid Cap?
Invesco Large & Mid Cap's top holdings include ICICI Bank, HDFC Bank, Infosys, and Trent Ltd. The fund's sector allocation is diversified across multiple sectors.
What is the risk profile of Invesco Large & Mid Cap?
Invesco Large & Mid Cap is a Large & 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 Large & Mid Cap?
Gains from Invesco Large & Mid Cap 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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