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  • Invesco India Credit Risk Fund (Growth)

Formerly Invesco India Corp Bd Opp Reg Gr

Invesco Mutual Funds

Invesco India Credit Risk Fund (Growth)

DebtCredit Risk

1741.3857

NAV (May 22)

6.1%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in credit risk mutual funds.

Credit risk funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Credit Risk Funds are mandated to invest more than 65% of the portfolio in Corporate Bonds rated AA or below.

These instruments carry a high default risk.

The events of the recent past have shown the impact of poor credit quality on such funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Neutral

The performance of the fund on a Rolling Returns metric has been Neutral

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1741.3857

NAV (May 22)

Fund Returns

Last 1Y
7.9%
Last 3Y
6.1%
Last 5Y
5.4%
Last 10Y
NA
Since Inception
5.9%
6 Month CAGR
3.7%

Scheme Information

Investment Objective

To generate accrual income and capital appreciation by investing in debt securities of varying maturities across the credit spectrum.

Expense Ratio
1.45
Launched (10y ago)
Sep 04, 2014
AUM in Crores
139.109
ISIN
INF205K01I34
Lock-in
No Lock-in
Benchmark
NIFTY Credit Risk Bond TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
2.7
Standard Deviation (5yr)
3.1
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.177
Sharpe Ratio (5yr)
0.069
YTM
7.75
Fund Managers

Vikas Garg

Fund Manager

Krishna Cheemalapati

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Credit Risk Fund (Growth)70%8,34,080 1,01,4685.4%
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.

Asset allocation and Holdings

Last updated on 2024-05-22

Top Debt Holdings

7.18% govt stock 2033

10.8%
10.8%

7.18% govt stock 2037

10.8%
10.8%

jsw steel limited

8.7%
8.7%

steel authority of india limited

7.9%
7.9%

pnb housing finance limited

7.2%
7.2%
See all holdings

Allocation by Sector

consumer cyclical

0%
0%
See all sectors

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,779 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 83,289 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 39 equity,121 debt and 9 hybrid funds.amc-img
phone-img022-67310000
Fund NameScripbox Opinion
Till Date CAGR

40.8%

13.9%

40.8%

13.7%

40.8%

13.7%

4.7%

6.8%

9.6%

5.5%

Invesco India Credit Risk Fund (G) Review

Invesco India Credit Risk Fund (G) is a Credit Risk Debt fund and has delivered an annualised return of 5.9% over a period of 9 years. The fund was previously known as Invesco India Corp Bd Opp Reg Gr. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Krishna Cheemalapati, Vikas Garg.

Nav of Invesco India Credit Risk Fund (G) as of 5/22/2024 is ₹1741.39 with the total AUM as of 5/24/2024 is ₹139.109. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Credit Risk Fund (G) was launched on Sep 04, 2014. The category risk of the fund is Moderately High risk.

The minimum SIP amount for Invesco India Credit Risk Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

Invesco India Credit Risk Fund (G) 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 NIFTY Credit Risk Bond TR INR.

Invesco India Credit Risk Fund (G) is rated as a 1 fund in Debt and delivered 7.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Credit Risk Fund (G).

Frequently Asked Questions

What is Invesco India Credit Risk Fund (G)?

Invesco India Credit Risk Fund (G) is a Credit Risk Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Invesco India Credit Risk Fund (G)?

You can invest in Invesco India Credit Risk Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Invesco India Credit Risk Fund (G)?

The minimum sip amount for Invesco India Credit Risk Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Invesco India Credit Risk Fund (G) good to invest in?

As per Scripbox experts, Invesco India Credit Risk Fund (G) is a Not Recommended fund. You can investInvesco India Credit Risk Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Invesco India Credit Risk Fund (G)?

The expense ratio of the Invesco India Credit Risk Fund (G) is 1.45% for regular plan.