Home› Funds› Invesco India Short Duration Fund - Plan B - Month

Invesco India Short Duration Fund - Plan B - Monthly IDCW (Payout / Reinvestment)

Invesco · Short Duration
Moderate
₹2445.29
Current NAV
25 Jun 2026
22.7%
1Y Return
11.7%
3Y CAGR
12.7%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.27).
  • Very large asset base (AUM: ₹14,320 Cr) indicating high investor trust and liquidity.
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
0.77
Sharpe Ratio
1.27
Beta
6.27
Alpha
1.05
Sortino
Fund Details
Fund House Invesco
Category Short Duration
AUM ₹14320 Cr
Expense Ratio 1.67%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Short Duration
Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option
Baroda BNP Paribas
₹10.21 31.9%
Axis Short Duration Fund - Direct Plan - Growth Option
Axis
₹35.94 31.6%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 31.5%
Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Quarterly - IDCW
₹0.00 31.4%