Invesco vs Edelweiss Mid cap mutual fund: Which scheme delivered better returns over 3, 5 and 10 years? Check latest AUM, NAV, expense ratio & others – Mutual Funds

Invesco vs Edelweiss Mid cap mutual fund: Which scheme delivered better returns over 3, 5 and 10 years? Check latest AUM, NAV, expense ratio & others - Mutual Funds


Invesco vs Edelweiss Mid Cap Mutual Fund: The Association of Mutual Funds in India (AMFI) reported that monthly SIP contributions declined to Rs 30,954 crore in May 2026, compared with Rs 31,115 crore in the previous month, indicating a marginal month-on-month decrease.

Equity Assets Under Management (AUM) rose to Rs 36.14 lakh crore in May 2026 from Rs 35.74 lakh crore in the previous month.

Mid Cap Funds garnered net inflows of Rs 4,385.06 crore, down from Rs 6,551.40 crore in the previous month.

Among the standout performers, these two funds have distinguished themselves with strong long-term track records, delivering annualised returns of over 20% across the 3-year, 5-year, and 10-year periods.

Invesco vs Edelweiss Mid Cap Mutual Fund: SIP returns

Over the last 3 years, the Invesco India Mid Cap Fund – Direct Plan delivered a SIP return of 26.67%, while a monthly SIP of Rs 10,000 would have grown to approximately Rs 5.54 lakh.

Over the last 5 years, the Invesco India Mid Cap Fund – Direct Plan generated a SIP return of 22.16%, taking a monthly SIP of Rs 10,000 to around Rs 11.01 lakh.

Over the last 10 years, the Invesco India Mid Cap Fund – Direct Plan generated a SIP return of 20.52%, taking a monthly SIP of Rs 10,000 to around Rs 39.55 lakh.

The Edelweiss Mid Cap Fund – Direct Plan posted a 3-year SIP return of 24.58%, with a monthly SIP of Rs 10,000 growing to nearly Rs 5.35 lakh.

For the 5-year period, the Edelweiss Mid Cap Fund – Direct Plan delivered a SIP return of 21.07%, helping a monthly SIP of Rs 10,000 accumulate to approximately Rs 10.67 lakh.

The Edelweiss Mid Cap Fund – Direct Plan posted a 10-year SIP return of 20.19%, with a monthly SIP of Rs 10,000 growing to nearly Rs 38.71 lakh.

Invesco India Mid Cap Fund – Direct Plan

Top 5 sector exposure: Financial, Healthcare, Technology, Consumer Discretionary and Real Estate.

Edelweiss Mid Cap Fund – Direct Plan

Top 10 holdings: MCX, BSE, Federal Bank, Fortis Healthcare, Marico, Solar, Bharat Heavy Elect, JSW Energy, Indian Bank and IDFC First Bank.

Top 5 sector exposure: Financial, Industrials, Consumer Discretionary, Materials and Healthcare.



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