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Invesco India Short Duration Fund - Plan B - Growth

Invesco · Short Duration
Moderate
₹3729.18
Current NAV
25 Jun 2026
17.3%
1Y Return
10.3%
3Y CAGR
18.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.93%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
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
0.63
Sharpe Ratio
0.53
Beta
-0.87
Alpha
0.77
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Fund Details
Fund House Invesco
Category Short Duration
AUM ₹3680 Cr
Expense Ratio 0.93%
Min SIP ₹500
Min Lumpsum ₹1000
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