- Mutual Funds
- Invesco Mutual Fund
- Invesco India Credit Risk Fund (G)
Invesco India Credit Risk Fund (G)
₹ 1785.9255
NAV (Sep 17)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1785.9255
NAV (Sep 17)
Fund Returns
Last 1Y | 9% |
Last 3Y | 6.6% |
Last 5Y | 6.3% |
Last 10Y | 5.9% |
Since Inception | 5.9% |
6 Month CAGR | 3.8% |
Scheme Information
The scheme seeks to generate accrual income and capital appreciation by investing in debt securities of varying maturities across the credit spectrum.
Expense Ratio | 1.45 |
Launched (0y ago) | 1.45 |
AUM in Crores | 140.3 |
ISIN | INF205K01I34 |
Lock-in | |
Benchmark | NIFTY Credit Risk Bond Index B-II |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 2.7 |
Beta | 3.5 |
Sharpe Ratio | 0.2 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Invesco India Credit Risk Fund (G) | 8,53,600 | 1,20,988 | 6.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
GOI
14.4%GOI
10.8%JSW Steel Ltd.
8.6%HDFC Credila Financial Services Pvt. Ltd.
8.5%Steel Authority Of India Ltd.
7.8%Allocation by Sector
Textiles
0.03%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 8,093 cr | ||
₹ 15,209 cr | ||
₹ 9,577 cr | ||
₹ 4,457 cr | ||
₹ 13,722 cr |
About the AMC
Invesco Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
34.871% | 13.496% | ||
8.975% | 5.144% | ||
5.668% | 7.458% | ||
31.446% | 12.082% | ||
6.322% | 6.575% |
Invesco India Credit Risk Fund (G) Review
Invesco India Credit Risk Fund (G) is a Debt Debt fund and has delivered an annualised return of 5.944% over a period of 10 years. The fund is managed by Invesco Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Invesco India Credit Risk Fund (G) as of 9/17/2024 is ₹1785.93 with the total AUM as of 9/19/2024 is ₹140.3349. 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 2014-09-04. The category risk of the fund is Above Average.
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 Index B-II.
Invesco India Credit Risk Fund (G) is rated as a 1 fund in Debt and delivered 8.951% 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)?
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 1 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.