Invesco India Medium Term Fund
Direct · Growth ₹1363.87
11 Nov 2026
NAV
7.1%
3Y CAGR
6.1%
5Y CAGR
6.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-2.88
Sharpe
-2.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.38 L | 6.4% | -1.6% | 12.1% |
| 3 Years | ₹36.00 L | ₹40.07 L | 7.5% | 5.4% | 9.4% |
| 5 Years | ₹60.00 L | ₹70.86 L | 6.7% | 6.1% | 7.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 6.4% | 6.9% |
| 3 Years | 7.5% | 7.6% |
| 5 Years | 6.7% | 7.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.5% | 7.1% | 1.1% | 10.6% | 0.00 | 0.00 | 100% | — | — |
| 3 Years | 7.1% | 7.3% | 5.5% | 8.4% | 0.74 | 1.92 | 100% | — | — |
| 5 Years | 6.1% | 6.0% | 5.8% | 6.3% | -2.88 | -0.95 | 100% | — | — |
-2.3%
Max Drawdown
1 mo
Drawdown Duration
3 mo
Recovery Time
-0.2%
Avg Drawdown
Calmar Ratio by Duration
2.82
1Y
3.08
3Y
2.63
5Y