Home› Funds› Invesco India Short Duration Fund - Regular Plan -

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

Invesco · Short Duration
Moderate
₹1065.08
Current NAV
25 Jun 2026
11.2%
1Y Return
16.2%
3Y CAGR
12.2%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.22).
  • Very large asset base (AUM: ₹24,270 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.32%) 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
1.22
Sharpe Ratio
1.12
Beta
-0.28
Alpha
1.49
Sortino
Fund Details
Fund House Invesco
Category Short Duration
AUM ₹24270 Cr
Expense Ratio 2.32%
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%