• Mutual Funds
  • Invesco Mutual Funds
  • Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A)

Formerly Invesco India S/T Discr DP

Invesco Mutual Funds

Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A)

DebtShort Term

Top Ranked

2166.689

NAV (Jan 18)

NA
Scripbox Opinion

Top Ranked

These are the top-ranked funds within short term mutual funds.However, Scripbox does not recommend investing in short term mutual funds.Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total 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

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

Relative Size

858 Cr. Medium within the category

Impact of Interest Rate Changes

High Interest Rate Risk. The impact on fund value is high when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Short Term Money

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

No single fund can achieve what a plan can. Learn why

Historical NAV

2166.689

NAV (Jan 18)

Fund Returns

Last 1Y

3%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

5.6%

6 Month CAGR

1.4%

info-icon-blue

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate steady returns with a moderate risk for investors by investing in a portfolio of short term debt and Money Market Instruments.

Expense Ratio

1.2

Launched (10y ago)

Oct 19, 2012

AUM in Crores

857.641

ISIN

INF205K01UL0

Lock-in

No Lock-in

Benchmark

CRISIL Short Term Bond Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Krishna Cheemalapati

Fund Manager

user-avatar

Vikas Garg

Fund Manager

calculator

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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 23,456 cr

5

₹ 26,625 cr

5

amc-icon

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 44,703 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

    19.6%

    12.6%

    19.6%

    12.6%

    19.6%

    12.6%

    20.2%

    13.4%

    25%

    16.3%

    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

    Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A) Review

    Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A) is a Short Term Debt fund and has delivered an annualised return of 5.6% over a period of 9 years. The fund was previously known as Invesco India S/T Discr DP. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Krishna Cheemalapati, Vikas Garg.

    Nav of Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A) as of 18/01/2022 is ₹2166.69 with the total AUM as of 19/01/2022 is ₹857.641. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A) was launched on Oct 19, 2012. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A) 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 Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A) 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 Short Term Bond Fund TR INR.

    Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A) is rated as a 4 fund in Debt and delivered 3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A).

    Frequently Asked Questions

    What is Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A)?

    How to invest in Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A)?

    What is the minimum sip amount of Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A)?

    Is Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A) good to invest in?

    What is the expense ratio of the Invesco India Short Term Fund Discretionary of Income Dist cum Capital Wtdrl (PIDCW-A)?