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Invesco India Low Duration Fund - Direct Plan - Weekly IDCW (Payout / Reinvestment)

Invesco · Low Duration
Low
₹1206.05
Current NAV
03 Nov 2026
-0.1%
1Y Return
-0.0%
3Y CAGR
—
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Very large asset base (AUM: ₹13,140 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Low Duration 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
1.09
Sharpe Ratio
1.29
Beta
-2.91
Alpha
1.52
Sortino
Fund Details
Fund House Invesco
Category Low Duration
AUM ₹13140 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
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