TickerKhojInvesco Mutual Fund · Debt · Medium Term · Regular plan
Invesco India Medium Term Fund - Regular Plan - Growth
₹1,296.3271NAV on 2 Nov 2026Expense ratio 1.14%
3 Nov 2025NAV low 1,259.23 · high 1,307.45+2.9%
In plain words
Over 3 years it returned +6.2% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -1.4%.
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 | -0.0% | +4.6% |
| 3 months | -0.3% | -3.8% |
| 6 months | +2.1% | -1.6% |
| 1 year | +3.0% | -8.1% |
| 3 years (yearly) | +6.2% | +8.0% |
| 5 years (yearly) | +5.1% | +6.5% |
| Since start (yearly) | +5.0% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,825 | +2.8% |
| 3 years | ₹3,60,000 | ₹3,87,861 | +4.9% |
| 5 years | ₹6,00,000 | ₹6,88,355 | +5.4% |
Other plan of this fund: Invesco India Medium Term Fund - Direct Plan - Growth