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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.40 | 7.25 | 4.90 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.01 | 7.50 | 4.65 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India Medium Duration Fund(IDCW) | 9.26% | 6.06% | 6.02% |
SBI Magnum Medium Duration Fund(IDCW-Payout) | 9.12% | 6.73% | 6.19% |
ICICI Pru Medium Term Bond Fund(Q-IDCW Payout) | 0.96% | 0.83% | 0.72% |
HDFC Medium Term Debt Fund(FN-IDCW Reinv) | 0.40% | 0.08% | -0.37% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
11.24 %
Holdings
9.00 %
Holdings
6.66 %
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
37
Total AUM
₹ 1,05,925.44 Cr.
Vikas Garg
AUM: ₹15,482.09 Cr.
|
Exp: —
Krishna Cheemalapati
AUM: ₹31,591.27 Cr.
|
Exp: 15yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%