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

Invesco · Short Duration
Moderate
₹2454.10
Current NAV
03 Nov 2026
3.3%
1Y Return
6.4%
3Y CAGR
5.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • 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.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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: 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
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