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Invesco India Short Duration Fund - Direct Plan -Discretionary IDCW (Payout / Reinvestment)

Invesco · Short Duration
Moderate
₹2942.77
Current NAV
25 Jun 2026
30.3%
1Y Return
9.3%
3Y CAGR
20.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.43%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.03).
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.53
Sharpe Ratio
1.03
Beta
4.03
Alpha
0.60
Sortino
Fund Details
Fund House Invesco
Category Short Duration
AUM ₹8080 Cr
Expense Ratio 0.43%
Min SIP ₹500
Min Lumpsum ₹1000
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