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  • Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q)
Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

OtherOther

1001.2577

NAV (Jul 29)

0.1%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

0 Years.

Relative Size

0 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Scheme Information

Investment Objective

To generate income by investing in a portfolio of Debt and Money Market Instruments such that the Macaulay duration of the portfolio is between 3 years and 4 years. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

Expense Ratio
0 %
Launched (0y ago)
Jul 16, 2021
AUM in Crores
₹ 0
ISIN
INF205KA1387
Lock-in
No Lock-in
Benchmark
CRISIL Medium Term Debt TR INR
SIP Minimum
₹ 0
Lumpsum Min.
₹ 5,000
Fund Managers
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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%₹ 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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Build Long Term Wealth

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

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

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About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 41,169 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.

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  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Invesco India Growth Opportunities Fund (G)

    Invesco India Growth Opportunities Fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 3,930 Cr

    Fund Size

    14.70%

    5 Year CAGR

    5 Y CAGR

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A)

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (RIDCW-A)

    Diversified

    Top Ranked

    ₹ 3,930 Cr

    Fund Size

    14.70%

    5 Year CAGR

    5 Y CAGR

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (PIDCW-A)

    Invesco India Growth Opportunities Fund of Income Dist cum Capital Wtdrl (PIDCW-A)

    Diversified

    Top Ranked

    ₹ 3,930 Cr

    Fund Size

    14.70%

    5 Year CAGR

    5 Y CAGR

    Invesco India Mid Cap Fund (G)

    Invesco India Mid Cap Fund (G)

    Mid Cap

    Top Ranked

    ₹ 1,705 Cr

    Fund Size

    17.10%

    5 Year CAGR

    5 Y CAGR

    Invesco India Liquid Fund (G)

    Invesco India Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 4,420 Cr

    Fund Size

    4.60%

    3 Year CAGR

    3 Y CAGR

    growth

    Build Long Term Wealth

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

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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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 Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

    About Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

    Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is a Other Other fund and has delivered an annualised return of 0.1% over a period of 0 years ..The fund is managed by Invesco Asset Management (India) Private Ltd.The fund managers are Krishna Cheemalapati, Vikas Garg

    Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Investment Objective

    To generate income by investing in a portfolio of Debt and Money Market Instruments such that the Macaulay duration of the portfolio is between 3 years and 4 years. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. However, there is no assurance that the objective of the scheme will be realized.

    Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) NAV,AUM,Risk

    The Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) fund was launched on Jul 16, 2021. The NAV (Net Asset Value) of this Other Other as of 2021-07-29 is ₹ 1001.2577. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ . The category risk of the Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) fund is Moderate Risk. The fund charges 0.0 % as expense ratio.

    Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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 Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Medium Term Debt TR INR

    Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Review

    Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Medium Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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