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Invesco India Short Duration Fund - Plan B - Weekly IDCW (Reinvestment)

Invesco · Short Duration
Moderate
₹1018.40
Current NAV
25 Jun 2026
11.6%
1Y Return
9.6%
3Y CAGR
12.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹17,610 Cr) indicating high investor trust and liquidity.
  • 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
0.56
Sharpe Ratio
0.76
Beta
0.56
Alpha
0.65
Sortino
Fund Details
Fund House Invesco
Category Short Duration
AUM ₹17610 Cr
Expense Ratio 1.56%
Min SIP ₹500
Min Lumpsum ₹1000
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