Medium Durationregulargrowth
Invesco India Medium Duration Fund - Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.38%
1 Month-0.86%
3 Months-0.15%
6 Months+0.96%
1 Year+4.07%
3 Years (CAGR)+6.30%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jul 2021)+5.08%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+2.27%
3 Year SIP+5.61%
5 Year SIP—
Since Inception (Jul 2021)+5.59%
Fund Details
Fund HouseInvesco Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optiongrowth
AUM₹174 Cr
Expense Ratio1.21%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date19 Jul 2021
AMFI Code149012
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Invesco India Medium Duration Fund - Regular Plan - Growth by Invesco Mutual Fund is a Medium Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium Duration category.
About This Fund
Invesco India Medium Duration Fund - Regular Plan - Growth is a Medium Duration mutual fund offered by Invesco Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹174 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.21%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations