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  • Invesco India Medium Duration Fund (Growth)
Invesco Mutual Funds

Invesco India Medium Duration Fund (Growth)

OtherOther

1012.7354

NAV (Oct 21)

1.3%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

0 Years.

Relative Size

758 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

1012.7354

NAV (Oct 21)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
1.3%
6 Month CAGR
NA
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Scheme Information

Investment Objective

To generate income by investing in a portfolio of Debt and Money Market Instruments such that the Macaulay duration of the portfolio is between 3 years and 4 years. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderate Risk

Expense Ratio
1.35
Launched (0y ago)
Jul 16, 2021
AUM in Crores
757.889
ISIN
INF205KA1379
Lock-in
No Lock-in
Benchmark
CRISIL Medium Term Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Krishna Cheemalapati

Fund Manager

user-avatar

Vikas Garg

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Other Funds

Fund NameScripbox OpinionFund SizeTrack Record

Principal Retirement Sav Conservative fund (G)

₹ 1 cr

0

₹ 182 cr

0

₹ 14 cr

0

₹ 874 cr

0

₹ 6 cr

0

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About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,890 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,111 debt and 14 hybrid funds.

amc-img

  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Invesco India Growth Opportunities Fund (G)

    recommended-badge

    20.6%

    12.6%

    top-ranked-badge

    20.5%

    12.6%

    top-ranked-badge

    20.5%

    12.6%

    top-ranked-badge

    25.7%

    16.2%

    top-ranked-badge

    4.3%

    6.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Invesco India Medium Duration Fund (G)

    About Invesco India Medium Duration Fund (G)

    Invesco India Medium Duration Fund (G) is a Other Other fund and has delivered an annualised return of 1.3% over a period of 0 years. . The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Krishna Cheemalapati, Vikas Garg

    Invesco India Medium Duration Fund (G) Investment Objective

    To generate income by investing in a portfolio of Debt and Money Market Instruments such that the Macaulay duration of the portfolio is between 3 years and 4 years. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. . However, there is no assurance that the objective of the scheme will be realized.

    Invesco India Medium Duration Fund (G) NAV,AUM,Risk

    The Invesco India Medium Duration Fund (G) fund was launched on Jul 16, 2021. The NAV (Net Asset Value) of this Other Other fund as of 2021-10-21 is ₹1012.74. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹757.889. The category risk of the Invesco India Medium Duration Fund (G) fund is Moderate Risk. The fund charges 1.35 % as expense ratio.

    Invesco India Medium Duration Fund (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 89.8% in this asset class. The top three holdings of the fund are , 5.63% govt stock 2026 , triparty repo , 6.10% govt stock 2031 , export-import bank of india , 6.79% govt stock 2027 , 8.07% tn sdl 2026 , 8.27% gujarat sdl 2026 , 8.67% karnataka sdl 2026 , 8.05% gj sdl 2026 , 7.96% mh sdl 2026 , national bank for agriculture and rural development , 5.22% goi 2025 , lic housing finance limited , jamnagar utilities & power private limited , bharti hexacom limited , power finance corporation limited , 8.33% govt stock 2026 , sikka ports & terminals limited , muthoot finance limited , summit digitel infrastructure private limited , state bank of india , net receivables / (payables) , coastal gujarat power limited , hdfc bank limited , sbi cards & payment services limited , aadhar housing finance limited , hdb financial services limited , telesonic networks limited , ongc petro additions limited , tata steel limited , tata steel limited

    Invesco India Medium Duration Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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