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Invesco India Medium Term Fund Growth
+6.19%
3Y annualised
-0.14% 1D
NAV: 13 Nov '26
₹1,301.89
Min. for SIP
₹1,000
Fund size (AUM)
₹120.46 Cr
Expense ratio
1.14%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,150 | +0.50% | |
| 1 year | ₹60,000 | ₹60,957 | +1.59% | |
| 3 years | ₹1,80,000 | ₹1,93,474 | +7.49% | |
| 5 years | ₹3,00,000 | ₹3,43,644 | +14.55% |
Holdings (20)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100 | Entities | GOI Securities | 12.05% |
| GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 | Entities | GOI Securities | 11.98% |
| NATIONAL HOUSING BANK 7.59 BD 08SP27 FVRS1LAC | Financial | Non Convertible Debenture | 8.27% |
| BAJAJ FINANCE LIMITED 7.77 NCD 17AP29 FVRS1LAC | Financial | Non Convertible Debenture | 8.14% |
| National Bank For Agriculture and Rural Development (17/03/2027) ** # | Financial | Certificate of Deposit | 8.07% |
| GOVERNMENT OF INDIA 36320 GOI 18AG55 7.24 FV RS 100 | Entities | GOI Securities | 7.71% |
| Tata Power Company Ltd SR CGPLAU02 Debenture 9.90 27/08/2028 | Energy & Utilities | Debenture | 4.22% |
| POWER FINANCE CORPORATION LTD. SR-177 7.85 BD 03AP28 FVRS10LAC | Financial | Debenture | 4.14% |
| Repo | Unspecified | Repo | 4.10% |
| GOI Sec 7.18 14/08/2033 | Entities | GOI Securities | 4.10% |
| BHARTI TELECOM LIMITED SR XXVII 7.30 NCD 01DC27 FVRS1LAC | Technology | Debenture | 4.09% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR III 7.34 BD 26FB29 FVRS1LAC | Financial | Bonds | 4.07% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.39 BD 21MR30 FVRS1LAC | Financial | Bonds | 4.04% |
| GODREJ PROPERTIES LIMITED SR I 8.30 LOA 19MR27 FVRS1LAC | Real Estate | Debenture | 3.32% |
| POWER GRID CORPORATION OF INDIA LIMITED SR LXXIV 7.70 BD 12OT33 FVRS1LAC | Energy & Utilities | Bonds | 2.87% |
| ONGC PETRO ADDITIONS LIMITED SR XII 8.29 NCD 25JN27 FVRS1LAC | Energy & Utilities | Debenture | 2.49% |
| SUMMIT DIGITEL INFRASTRUCTURE LIMITED 8.06 NCD 29JN29 FVRS1LAC | Technology | Debenture | 2.48% |
| Net Receivables | Unspecified | Net Receivables | 2.31% |
| CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100 | Entities | GOI Securities | 0.80% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.75% |
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +3.2% | +6.2% | +5.1% | +5.1% |
| Category average (Debt Medium Term) | +4.3% | +6.9% | +6.1% | +8.0% |
| Rank (Debt Medium Term) | 10 | 11 | 12 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +5.09% | +7.08% | 3,514.07 | |
 | +5.01% | +7.00% | 6,319.34 | |
 | +4.60% | +6.68% | 1,235.82 | |
 | +3.02% | +6.46% | 246.74 | |
| +3.16% | +6.19% | 120.46 | |
| Compare | ||||
Fund management
About Invesco India Medium Term Fund Growth
Invesco India Medium Term Fund Growth is a Debt Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 24 Jul 2006. Vikas Garg is the Current Fund Manager of Invesco India Medium Term Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,66,780 Cr and the Latest NAV as of 13 Nov 2026 is ₹1,301.89.
The Invesco India Medium Term Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹1,000.
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Investment Objective
The scheme seeks to generate income by investing in a portfolio of Debt and Money Market Instruments suchthat the Macaulay duration of the portfolio is between 3 years and 4 years.
Fund benchmarkNIFTY Medium Duration Debt Index A-III
Fund house
Rank (total assets)#16 in India
Total AUM₹1,66,780.26 Cr
Date of Incorporation24 Jul 2006
Launch Date24 Jul 2006
AddressB-1001, B Wing, 10th Floor, Marathon Futurex,N. M. Joshi Marg, Lower Parel,Mumbai, Maharashtra Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,