Home› Funds› Invesco India Medium Duration Fund - Direct Plan -

Invesco India Medium Duration Fund - Direct Plan - Growth

Invesco · Medium Duration
Moderate
₹1348.54
Current NAV
25 Jun 2026
18.9%
1Y Return
10.9%
3Y CAGR
19.9%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.89%.
  • Very large asset base (AUM: ₹10,240 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.69
Sharpe Ratio
1.49
Beta
-0.31
Alpha
0.89
Sortino
Fund Details
Fund House Invesco
Category Medium Duration
AUM ₹10240 Cr
Expense Ratio 0.89%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Medium Duration
ICICI Prudential Medium Term Bond Fund - Direct Plan - Half Yearly IDCW
ICICI Prudential
₹11.13 31.8%
ICICI Prudential Medium Term Bond Fund Plan B - Quarterly Dividend
ICICI Prudential
₹10.60 31.7%
Bandhan Medium Duration Fund - Direct Plan - Daily IDCW
Bandhan
₹10.42 31.6%
SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH
SBI
₹54.22 31.5%