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  • Invesco India Corporate Bond Fund Plan B of Income Dist cum Capital Wtdrl (RIDCW-M)

Formerly Invesco India Corporate Bond B Mn DR

Invesco Mutual Funds

Invesco India Corporate Bond Fund Plan B of Income Dist cum Capital Wtdrl (RIDCW-M)

DebtCorporate Bond

1353.7379

NAV (Jan 20)

10.2%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

3,884 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

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

1353.7379

NAV (Jan 20)

Fund Returns

Last 1Y
3.3%
Last 3Y
10.2%
Last 5Y
7.2%
Last 10Y
NA
Since Inception
5%
6 Month CAGR
2.8%
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

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Moderate Risk

Expense Ratio
0.65
Launched (14y ago)
Aug 02, 2007
AUM in Crores
3883.957
ISIN
INF205K01RS1
Lock-in
No Lock-in
Benchmark
Crisil AAA Short Term Bond Index TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Krishna Cheemalapati

Fund Manager

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Vikas Garg

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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
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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 33,722 cr

5

recommended-badge

₹ 22,849 cr

5

amc-icon

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,890 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

    20.6%

    12.6%

    top-ranked-badge

    20.5%

    12.6%

    top-ranked-badge

    20.5%

    12.6%

    top-ranked-badge

    25.7%

    16.2%

    top-ranked-badge

    4.3%

    6.6%

    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

    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

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    TRUST

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    2. 2500+Cities
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    About Invesco India Corporate Bond Fund Plan B of Income Dist cum Capital Wtdrl (RIDCW-M)

    About Invesco India Corporate Bond Fund Plan B of Income Dist cum Capital Wtdrl (RIDCW-M)

    Invesco India Corporate Bond Fund Plan B of Income Dist cum Capital Wtdrl (RIDCW-M) is a Corporate Bond Debt fund and has delivered an annualised return of 5% over a period of 14 years. The fund was previously known as Invesco India Corporate Bond B Mn DR . The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Krishna Cheemalapati, Vikas Garg

    Invesco India Corporate Bond Fund Plan B of Income Dist cum Capital Wtdrl (RIDCW-M) 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 Plan B of Income Dist cum Capital Wtdrl (RIDCW-M) NAV,AUM,Risk

    The Invesco India Corporate Bond Fund Plan B of Income Dist cum Capital Wtdrl (RIDCW-M) fund was launched on Aug 02, 2007. The NAV (Net Asset Value) of this Corporate Bond Debt fund as of 2016-01-20 is ₹1353.74. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹3883.957. The category risk of the Invesco India Corporate Bond Fund Plan B of Income Dist cum Capital Wtdrl (RIDCW-M) fund is Moderate Risk. The fund charges 0.65 % as expense ratio.

    Invesco India Corporate Bond Fund Plan B of Income Dist cum Capital Wtdrl (RIDCW-M) Holdings

    The fund’s highest allocation is towards Debt and has invested 86.3% in this asset class. The top three holdings of the fund are , triparty repo , 5.22% goi 2025 , 5.63% govt stock 2026 , sikka ports & terminals limited , net receivables / (payables) , national bank for agriculture and rural development , reliance industries limited , indian oil corporation limited , 6.10% govt stock 2031 , reliance jio infocomm limited , lic housing finance limited , small industries development bank of india , national housing bank , oil & natural gas corporation limited , housing development finance corporation limited , hdb financial services limited , state bank of india , 7.68% govt stock 2023 , power finance corporation limited , jamnagar utilities & power private limited , 7.27% govt stock 2026 , bajaj finance limited , larsen and toubro limited , rural electrification corporation limited , mahindra & mahindra limited , national housing bank , 06.30 rj sdl 2023 , national bank for agriculture and rural development , rural electrification corporation limited , export-import bank of india , hdfc bank limited , 6.18% govt stock 2024 , bajaj housing finance limited , summit digitel infrastructure private limited , sundaram finance limited , reliance ports and terminals limited , bajaj housing finance limited , sundaram finance limited , 6.79% govt stock 2027 , national housing bank , national bank for agriculture and rural development , summit digitel infrastructure private limited , bajaj finance limited , lic housing finance limited , reliance industries limited , rec limited , kotak mahindra prime limited , national housing bank , jamnagar utilities & power private limited , 7.32% govt stock 2024 , national bank for agriculture and rural development , indian railway finance corporation limited , indian railway finance corporation limited , hdb financial services limited , ntpc limited , hdb financial services limited , bajaj finance limited , bajaj housing finance limited , credila financial services private limited , lic housing finance limited , lic housing finance limited , hdb financial services limited , kotak mahindra prime limited , hindustan petroleum corporation limited , 4.48% govt stock 2023 , bajaj housing finance limited , jamnagar utilities & power private limited , bajaj housing finance limited , lic housing finance limited , rural electrification corporation limited , 8.25% maharashtra sdl 2025 , 8.21% tamil nadu sdl 2025 , 9.25% maharashtra sdl 2023 , kotak mahindra prime limited , kotak mahindra prime limited , housing development finance corporation limited , housing development finance corporation limited , sbi cards & payment services limited , rural electrification corporation limited , sundaram finance limited , larsen and toubro limited , housing development finance corporation limited , national bank for agriculture and rural development , power finance corporation limited , rural electrification corporation limited , axis bank limited , power finance corporation limited , national bank for agriculture and rural development , indian railway finance corporation limited , power finance corporation limited , bajaj finance limited

    Invesco India Corporate Bond Fund Plan B of Income Dist cum Capital Wtdrl (RIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 Plan B of Income Dist cum Capital Wtdrl (RIDCW-M) 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 Plan B of Income Dist cum Capital Wtdrl (RIDCW-M) Review

    Invesco India Corporate Bond Fund Plan B of Income Dist cum Capital Wtdrl (RIDCW-M) 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 Plan B of Income Dist cum Capital Wtdrl (RIDCW-M) 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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