Home Funds Invesco India Income Plus Arbitrage Active Fund of

Invesco India Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Plan

Invesco · Arbitrage
Low
₹1050.21
Current NAV
25 Jun 2026
5.2%
1Y Return
6.2%
3Y CAGR
5.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.37).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.37
Sharpe Ratio
1.27
Beta
-0.13
Alpha
1.88
Sortino
Fund Details
Fund House Invesco
Category Arbitrage
AUM ₹9920 Cr
Expense Ratio 1.27%
Min SIP ₹500
Min Lumpsum ₹1000
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