Invesco India Medium Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Invesco India Medium Term Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹132 Cr

Lock In Period

N/A

Expense Ratio

1.14

Exit Load

Nil

Benchmark

NIFTY Medium Duration Debt Index A-III

Invesco India Medium Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.51-0.850.94
6M2.953.874.32
1Y3.423.848.00
3Y6.2213.7124.49

Portfolio Analysis

  • Equity:
  • Debt: 99.32%
  • Others
As on: 2026-09-15
View allocation % by

1. 6.79% Government of India 203411.20%
2. 6.36% Government of India 203111.19%
3. 6.68% Government of India 204010.86%
4. 7.59% National Housing Bank 20277.61%
5. 7.77% Bajaj Finance Limited 20297.53%
6. National Bank For Agriculture and Rural Development 20277.33%
7. 9.90% Tata Power Company Limited 20283.91%
8. 7.18% Government of India 20333.83%
9. 7.3% Bharti Telecom Limited 20273.76%
10. 6.94% Government of India 20363.76%
11. 7.34% Small Industries Dev Bank of India 20293.76%
12. 7.39% Small Industries Dev Bank of India 20303.74%
13. 8.30% Godrej Properties Limited 20273.05%
14. 7.7% Power Grid Corporation of India Limited 20333.04%
15. Triparty Repo2.88%
16. Net Receivables / (Payables)2.74%
17. 8.06% Summit Digitel Infrastructure Limited 20292.29%
18. 8.29% ONGC Petro Additions Limited 20272.28%
19. 6.54% Government of India 20320.75%

1. 7.85% Power Finance Corporation Limited 20283.81%
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About Fund Invesco India Medium Term Fund Growth

Invesco India Medium Term Fund Growth managed by Invesco Mutual Fund,is a Debt - Medium Termscheme with Assets Under Management of ₹132 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 1.14. Under the expert guidance of Vikas Garg ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vikas Garg

Mr. Vikas Garg is CFA MBA Finance, B-Tech and M- Tech. Prior to joining Invesco India Mutual Fund, he has worked with L&T Mutual Fund as Fund Manager, Fidelity International as Credit analyst and Research Associate- Credit, ICRA as Sr Analyst and Indian Oil Corporation Ltd as Project manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Edelweiss Bharat Bond ETF - April 2025 Growth09,719 CR
Invesco India Medium Term Fund Growth0131 CR1.14
ICICI Prudential Nifty SDL Dec 2028 Index Fund Growth0913 CR0.35
SBI CRISIL IBX SDL Index - September 2027 Fund Growth01,926 CR0.45
Fund Name1Y3Y
This FundEdelweiss Bharat Bond ETF - April 2025 Growth7.676619.0938
This FundInvesco India Medium Term Fund Growth3.417519.8566
This FundICICI Prudential Nifty SDL Dec 2028 Index Fund Growth4.848923.7021
This FundSBI CRISIL IBX SDL Index - September 2027 Fund Growth5.685323.8232

Invesco India Medium Term Fund Growth FAQs

Invesco India Medium Term Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Invesco India Medium Term Fund Growth is 1.14. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Invesco India Medium Term Fund Growth’s fund performance is as follows:
  • 1 Month : -0.51%
  • 6 Months : 2.95%
  • 1 Year : 3.42%
  • 3 Years : 6.22%
Returns of Invesco India Medium Term Fund Growth are updated daily based on NAV of ₹ 1298.0693 as on Oct 06,2026. Since inception, the return has been 19.86%.

You can invest in Invesco India Medium Term Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Invesco India Medium Term Fund Growth is ₹132 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Invesco India Medium Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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