Debt · Medium Term

Invesco India Medium Term Fund

Invesco Mutual Fund

Benchmark

NIFTY Medium Duration Debt Index A-III

Riskometer

Moderate

Size

₹131 cr

Allotted

16 Jul 2021

Holdings as of

Not on record

Invesco India Medium Term Fund is a medium term fund of Invesco Mutual Fund with ₹131 cr under management. It is ahead of its benchmark (NIFTY Medium Duration Debt Index A-III) in 3 of 3 periods. Its direct plan charges 0.32% a year. Vikas Garg has managed it for 5.2 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Invesco India Medium Term Fund invested in?

Mix not on record

Has Invesco India Medium Term Fund beaten its benchmark?

Ahead of its benchmark, NIFTY Medium Duration Debt Index A-III, in 3 of 3 periods in AMFI's figures; +3.82% over the last year against +1.94%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−0.68%	−3.60%	—
3 months	−0.21%	−5.03%	—
6 months	+1.89%	−1.83%	—
1 year	+3.68%	−4.06%	+7.74 pts
3 years	+6.95%	+9.27%	−2.32 pts
5 years	+5.87%	+8.00%	−2.13 pts
10 years	—	+12.69%	—
Since start from 19 Jul 2021	+5.89%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (NIFTY Medium Duration Debt Index A-III) in 3 of 3 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+3.82%	+2.95%	+1.94%	+1.88	🔒
3y	+6.98%	+6.17%	+6.29%	+0.69	🔒
5y	+5.88%	+5.01%	+5.29%	+0.59	🔒
10y	—	—	—	—	—

Ahead in points a year · its rank among Medium Term funds, and how steady the lead is, in the app

Value of 100, month-end

Jul 2021 to 14 Oct 2026

Fund 135Nifty 500 TRI 170

₹100 put in at the start of Jul 2021 would be ₹135 on 14 Oct 2026, against ₹170 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Invesco India Medium Term Fund cost?

0.32% a year on the direct plan, 1.14% on the regular plan; 0 of 12 funds in its category charge less.

Direct plan

0.32% a year

Category median 0.70%

Regular plan

1.14% a year

Category median 1.31%

Gap

0.82 points

for the same holdings

0 of 12 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Income/Debt Oriented Schemes - Medium Term Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Invesco India Medium Term Fund?

Vikas Garg, since 16 Jul 2021; Krishna Cheemalapati, since 16 Jul 2021.

Vikas Garg

5.2 years

since 16 Jul 2021

Krishna Cheemalapati

5.2 years

since 16 Jul 2021

Benchmark as filedNifty Medium Duration Debt Index A-III

Exit load

Nil

From 1 Scheme Summary Documents filed with NSE, first on 7 Sep 2026; as on 7 Sep 2026

Questions people ask

Who manages Invesco India Medium Term Fund?

Vikas Garg (manager) since 16 Jul 2021; Krishna Cheemalapati (manager) since 16 Jul 2021.

What is the expense ratio of Invesco India Medium Term Fund?

0.32% a year on the direct plan and 1.14% on the regular plan (expense report, Oct 2026).

How has Invesco India Medium Term Fund done?

Its direct plan returned +6.98% a year over 3 years against +6.29% for its benchmark, NIFTY Medium Duration Debt Index A-III, as of 13 Oct 2026.