Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹1000
AUM (Fund size)
₹174 Cr
Lock In Period
N/A
Expense Ratio
1.21
Benchmark
NIFTY Medium Duration Debt Index A-III
Exit Load
Nil
Summary
Latest details for Invesco India Medium Duration Fund Growth include a ₹1273.3267 NAV as of Mar 13,2026 and returns since inception of 22.28%. Minimum investments start at SIP ₹1000. The Invesco India Medium Duration Fund Growth AUM is ₹174 Cr, with a lock-in of N/A years, expense ratio of 1.21%, and benchmark NIFTY Medium Duration Debt Index A-III. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.36% returns, against a category average of -1.32% and a category best of 1.10%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.36 | -1.32 | 1.10 |
| 6M | 1.98 | 1.58 | 3.79 |
| 1Y | 6.04 | 6.65 | 8.17 |
| 3Y | 6.93 | 16.70 | 28.93 |
Portfolio Analysis
- Equity:
- Debt: 99.50%
- Others
As on: 2026-02-15
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About Fund
Invesco India Medium Duration Fund Growth managed by Invesco Mutual Fund,is a Debt - Medium Termscheme with Assets Under Management of ₹174 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 1.21. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundEdelweiss Bharat Bond ETF - April 2025 Growth | 0 | 9719.36 CR | |
| This FundInvesco India Medium Duration Fund Growth | 0 | 173.9 CR | 1.21 |
| This FundEdelweiss Bharat Bond ETF - April 2032 Growth | 0 | 10745.12 CR | |
| This FundSBI CRISIL IBX Gilt Index - June 2036 Fund Growth | 0 | 2737.8 CR | 0.5 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Bharat Bond ETF - April 2025 Growth | 7.6766 | 19.0938 |
| This FundInvesco India Medium Duration Fund Growth | 6.0384 | 22.2768 |
| This FundEdelweiss Bharat Bond ETF - April 2032 Growth | 7.2345 | 27.1787 |
| This FundSBI CRISIL IBX Gilt Index - June 2036 Fund Growth | 6.8986 | 27.9949 |
FAQs
Invesco India Medium Duration 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 Duration Fund Growth is 1.21. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Invesco India Medium Duration Fund Growth’s fund performance is as follows:
- 1 Month : 0.36%
- 6 Months : 1.98%
- 1 Year : 6.04%
- 3 Years : 6.93%
You can invest in Invesco India Medium Duration 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 Duration Fund Growth is ₹174 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Invesco India Medium Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500