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Invesco India Short Duration Fund- Regular Plan - Discretionary IDCW (Payout / Reinvestment)

Invesco · Short Duration
Moderate
₹2809.45
Current NAV
03 Nov 2026
3.3%
1Y Return
6.5%
3Y CAGR
5.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.96%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.36).
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • 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
0.86
Sharpe Ratio
1.36
Beta
2.36
Alpha
1.00
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Fund Details
Fund House Invesco
Category Short Duration
AUM ₹7410 Cr
Expense Ratio 0.96%
Min SIP ₹500
Min Lumpsum ₹1000
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