TickerKhojInvesco Mutual Fund · Debt · Medium Term · Direct plan
Invesco India Medium Term Fund - Direct Plan - Growth
₹1,350.6147NAV on 30 Oct 2026Expense ratio 0.32%
3 Nov 2025NAV low 1,305.31 · high 1,364.27+3.8%
In plain words
Over 3 years it returned +7.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -1.2%.
On 3-year return it ranks 9 of 12 funds in Medium Term.
A monthly SIP over 5 years ended ₹14,833 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.1% | +1.9% |
| 3 months | -0.1% | -5.1% |
| 6 months | +2.5% | -3.2% |
| 1 year | +3.9% | -10.2% |
| 3 years (yearly) | +7.0% | +7.4% |
| 5 years (yearly) | +5.9% | +6.5% |
| Since start (yearly) | +5.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,380 | +3.7% |
| 3 years | ₹3,60,000 | ₹3,92,763 | +5.7% |
| 5 years | ₹6,00,000 | ₹7,03,188 | +6.3% |
Other plan of this fund: Invesco India Medium Term Fund - Regular Plan - Growth