Invesco India Mid Cap Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Mid-Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 226.7
Expense Ratio
1.01%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 23871
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
24 Jul 2006
Sponsor
NA
Email
services@religaremf.com
Phone
022 - 67310000
Address
3rd Floor, GYS Infinity,,Paranjpe "B" Scheme, Subhash Road,Vile Parle (East),Mumbai, Mumbai - 400057
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.
Suitability
This product is suitable for investors who are seeking
• capital appreciation over long-term z
• investment predominantly in equity and equity-related instruments of Mid Cap companies
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,929
Portfolio Value
₹-71
Total Returns
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