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    • Invesco India Corporate Bond Fund (Growth)

    Formerly Invesco India Active Inc Reg Gr

    Invesco Mutual Funds

    Invesco India Corporate Bond Fund (Growth)

    DebtCorporate Bond

    2550.3502

    NAV (Sep 23)

    9%
    3 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in corporate bond mutual funds.

    However, Scripbox does not recommend investing in corporate bond mutual funds.

    Corporate Bond Funds are mandated to invest a minimum of 80% of total assets in Corporate Bonds of the highest ratings.The category is one of the largest categories within the Debt Segment(9 % of total debt funds assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    14 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    3,861 Cr. Large within the category

    Impact of Interest Rate Changes

    Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

    Credit Quality Of Fund's Portfolio

    Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

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    Short Term Money

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    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only, Car, Down Payment

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    Historical NAV

    2550.3502

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    5.2%
    Last 3Y
    9%
    Last 5Y
    6.4%
    Last 10Y
    7.7%
    Since Inception
    6.8%
    6 Month CAGR
    3.1%
    info-icon-blue

    Scheme Information

    Investment Objective

    To generate regular and stable income by investing predominantly in bonds issued by corporates. The scheme will invest in bonds which are rated AA+/ AAA by credit rating agencies.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderate Risk

    Expense Ratio
    0.65
    Launched (14y ago)
    Aug 02, 2007
    AUM in Crores
    3860.258
    ISIN
    INF205K01RM4
    Lock-in
    No Lock-in
    Benchmark
    Crisil AAA Short Term Bond Index TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Krishna Cheemalapati

    Fund Manager

    user-avatar

    Vikas Garg

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only, Car, Down Payment
      Expert Investing Only, Car, Down Payment
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Debt Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Kotak Savings Fund (G)

    recommended-badge

    ₹ 13,951 cr

    5

    recommended-badge

    ₹ 33,662 cr

    5

    recommended-badge

    ₹ 11,134 cr

    5

    recommended-badge

    ₹ 31,274 cr

    5

    recommended-badge

    ₹ 24,210 cr

    5

    amc-icon

    About the AMC

    Invesco Asset Management (India) Private Ltd

    Invesco Asset Management (India) Private Ltd manages assets worth 46,011 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,111 debt and 14 hybrid funds.

    amc-img

  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17%

    12.6%

    top-ranked-badge

    17%

    12.6%

    top-ranked-badge

    17%

    12.6%

    top-ranked-badge

    17.9%

    13.3%

    top-ranked-badge

    21.7%

    16.1%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Invesco India Corporate Bond Fund (G)

    About Invesco India Corporate Bond Fund (G)

    Invesco India Corporate Bond Fund (G) is a Corporate Bond Debt fund and has delivered an annualised return of 6.8% over a period of 14 years. The fund was previously known as Invesco India Active Inc Reg Gr . The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Krishna Cheemalapati, Vikas Garg

    Invesco India Corporate Bond Fund (G) Investment Objective

    To generate regular and stable income by investing predominantly in bonds issued by corporates. The scheme will invest in bonds which are rated AA+/ AAA by credit rating agencies. . However, there is no assurance that the objective of the scheme will be realized.

    Invesco India Corporate Bond Fund (G) NAV,AUM,Risk

    The Invesco India Corporate Bond Fund (G) fund was launched on Aug 02, 2007. The NAV (Net Asset Value) of this Corporate Bond Debt fund as of 2021-09-23 is ₹2550.35. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹3860.258. The category risk of the Invesco India Corporate Bond Fund (G) fund is Moderate Risk. The fund charges 0.65 % as expense ratio.

    Invesco India Corporate Bond Fund (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 86% in this asset class. The top three holdings of the fund are , triparty repo , 5.22% goi 2025 , sikka ports & terminals limited , national bank for agriculture and rural development , national bank for agriculture and rural development , reliance industries limited , hdfc bank limited , indian oil corporation limited , oil & natural gas corporation limited , 7.68% govt stock 2023 , reliance jio infocomm limited , small industries development bank of india , lic housing finance limited , rural electrification corporation limited , national housing bank , 5.63% govt stock 2026 , housing development finance corporation limited , hdb financial services limited , state bank of india , 7.32% govt stock 2024 , jamnagar utilities & power private limited , power finance corporation limited , 6.18% govt stock 2024 , 06.30 rj sdl 2023 , larsen and toubro limited , mahindra & mahindra limited , national housing bank , 6.10% govt stock 2031 , export-import bank of india , bajaj finance limited , sundaram finance limited , summit digitel infrastructure private limited , bajaj housing finance limited , reliance ports and terminals limited , net receivables / (payables) , bajaj housing finance limited , sundaram finance limited , national housing bank , ntpc limited , kotak mahindra prime limited , lic housing finance limited , credila financial services private limited , bajaj housing finance limited , hdb financial services limited , hdb financial services limited , bajaj finance limited , kotak mahindra prime limited , rec limited , hdb financial services limited , rural electrification corporation limited , reliance industries limited , lic housing finance limited , bajaj finance limited , kotak mahindra prime limited , national housing bank , 7.27% govt stock 2026 , jamnagar utilities & power private limited , national bank for agriculture and rural development , indian railway finance corporation limited , hdb financial services limited , national bank for agriculture and rural development , hindustan petroleum corporation limited , national bank for agriculture and rural development , bajaj housing finance limited , lic housing finance limited , lic housing finance limited , 4.48% govt stock 2023 , 9.25% maharashtra sdl 2023 , bajaj housing finance limited , housing development finance corporation limited , kotak mahindra prime limited , housing development finance corporation limited , rural electrification corporation limited , sbi cards & payment services limited , 6.79% govt stock 2027 , housing development finance corporation limited , sundaram finance limited , housing development finance corporation limited , national bank for agriculture and rural development , larsen and toubro limited , sundaram finance limited , rural electrification corporation limited , power finance corporation limited , axis bank limited , national bank for agriculture and rural development , power finance corporation limited , housing development finance corporation limited , national bank for agriculture and rural development , bajaj finance limited , power finance corporation limited , indian railway finance corporation limited , power finance corporation limited

    Invesco India Corporate Bond Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Invesco India Corporate Bond Fund (G) Investment volatility and Horizon

    This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Crisil AAA Short Term Bond Index TR INR.

    Invesco India Corporate Bond Fund (G) Review

    Invesco India Corporate Bond Fund (G) has a score of 3 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Corporate Bond Fund (G) has a score of 4out of 5 The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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