CASPeR Ranking #205
Invesco India Short Duration Fund Growth
NAV (Tue Sep 17 2024)
₹3,350
Returns (Since Inception)
5.00%
Category Average
5.75%
Rating
3
Allocation and Holdings
Asset class
Weightage
Unknown
51.62%
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Overall rating
Scheme Information
Fund name
Invesco India Short Duration Fund Growth
Minimum SIP
1000
Risk Level
Moderate Risk
AUM
₹394.53 Cr
ISIN
INF205K01UN6
Inception Date
Mar 24 2007
Standard Deviation
1.224
Beta
-
Sharpe Ratio
-0.937
Benchmark
Nifty Short Duration Debt TR INR
Expense Ratio
1.050%
Exit Load
Nil
Risk
Moderate Risk
Investment Objective
To generate steady returns with a moderate risk for investors by investing in a portfolio of short term debt and Money Market Instruments.
Fund Managers
Krishna Cheemalapati
Vikas Garg
About the AMC
Invesco Asset Management (India) Private Ltd
Phone Number
+91 22 67310000Email Address
mfservices@religareinvesco.comCorporate Office Address
Religare Invesco Asset Management Company Private Limited,3rd Floor, GYS Infinity,,Paranjpe 'B' Scheme, Subhash Road,,Vile Parle (East),Overall AUM
₹394.53 Cr
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frequently asked questions
view all FAQsWhat is the current NAV of Invesco India Short Duration Fund Growth?
The NAV of Invesco India Short Duration Fund Growth is ₹3,350 as of Tue Sep 17 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
Who is the fund manager of Invesco India Short Duration Fund Growth?
Krishna Cheemalapati is the current fund manager of Invesco India Short Duration Fund Growth as on Wed Sep 18 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
What is the expense ratio of Invesco India Short Duration Fund Growth?
The Expense Ratio of Invesco India Short Duration Fund Growth is 105.00% as of Wed Sep 18 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 105.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
What is the minimum SIP amount of Invesco India Short Duration Fund Growth?
The minimum Systematic Investment Plan (SIP) amount required for Invesco India Short Duration Fund Growth is ₹1,000. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
What is the minimum lump sum amount required to invest in Invesco India Short Duration Fund Growth?
To initiate a lump sum investment in Invesco India Short Duration Fund Growth, a minimum initial amount of ₹1,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
What is risk category of the Invesco India Short Duration Fund Growth?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Invesco India Short Duration Fund Growth is classified as Moderate Risk.
What is the category of Invesco India Short Duration Fund Growth?
The category of the Invesco India Short Duration Fund Growth is Fixed Income.