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Invesco India Short Duration Fund - Regular Plan - Daily IDCW (Reinvestment)

Invesco · Short Duration
Moderate
₹1036.87
Current NAV
25 Jun 2026
23.8%
1Y Return
19.8%
3Y CAGR
13.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.58).
  • Very large asset base (AUM: ₹23,130 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.38%) which can affect compounding over long horizons.
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
1.58
Sharpe Ratio
1.18
Beta
0.58
Alpha
2.02
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Fund Details
Fund House Invesco
Category Short Duration
AUM ₹23130 Cr
Expense Ratio 2.38%
Min SIP ₹500
Min Lumpsum ₹1000
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