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Invesco India Income Plus Arbitrage Active Fund of Fund - Regular Plan - IDCW (Payout / Reinvestment)

Invesco · Arbitrage
Low
₹1050.21
Current NAV
25 Jun 2026
4.9%
1Y Return
6.9%
3Y CAGR
6.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.94).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.94).
  • Very large asset base (AUM: ₹22,490 Cr) indicating high investor trust and liquidity.
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
1.94
Sharpe Ratio
1.54
Beta
4.94
Alpha
2.60
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Fund Details
Fund House Invesco
Category Arbitrage
AUM ₹22490 Cr
Expense Ratio 1.54%
Min SIP ₹500
Min Lumpsum ₹1000
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