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.
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Historical NAV
₹ 1048.4824
NAV (Oct 25)
Fund Returns
Last 1Y
3.3%
Last 3Y
6.3%
Last 5Y
5.2%
Last 10Y
6.1%
Since Inception
6.1%
6 Month CAGR
1.9%
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.
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.
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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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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About Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M)
About Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M)
Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M) is a Short Term Debt fund and has delivered an annualised return of 6.1% over a period of 14 years. The fund was previously known as Invesco India S/T Mn DP . The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Krishna Cheemalapati, Vikas Garg
Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M) 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. . However, there is no assurance that the objective of the scheme will be realized.
Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M) NAV,AUM,Risk
The Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M) fund was launched on Mar 24, 2007. The NAV (Net Asset Value) of this Short Term Debt fund as of 2021-10-25 is ₹1048.48. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹1329.735. The category risk of the Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M) fund is Low to Moderate Risk. The fund charges 1.2 % as expense ratio.
Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M) Holdings
The fund’s highest allocation is towards Debt and has invested 84.7% in this asset class. The top three holdings of the fund are , triparty repo , national bank for agriculture and rural development , 5.63% govt stock 2026 , reliance industries limited , state bank of india , sikka ports & terminals limited , housing development finance corporation limited , 5.22% goi 2025 , national bank for agriculture and rural development , power finance corporation limited , 6.18% govt stock 2024 , 7.68% govt stock 2023 , net receivables / (payables) , 7.32% govt stock 2024 , lic housing finance limited , lic housing finance limited , ultratech cement limited , lic housing finance limited , 06.58 od sdl 2022 , 05.44 tn sdl 2023 , credila financial services private limited , indian oil corporation limited , 6.30% govt stock 2023 , 6.17% govt stock 2023 , bajaj finance limited , hdb financial services limited , mahindra & mahindra limited , rural electrification corporation limited , reliance industries limited , kotak mahindra prime limited , 04.54 mh sdl 2022 , kotak mahindra prime limited , small industries development bank of india , housing development finance corporation limited , export-import bank of india , reliance jio infocomm limited , kotak mahindra bank limited , kotak mahindra investments limited , rural electrification corporation limited , bajaj housing finance limited , 8.33% govt stock 2026 , 7.59% govt stock 2026 , sundaram finance limited
Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M) Sip
The minimum SIP (Systematic Investment Plan) amount for this 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.
Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-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 Short Term Bond Fund TR INR.
Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M) Review
Invesco India Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M) has a score of 4 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 Short Term Fund of Income Dist cum Capital Wtdrl (PIDCW-M) has a score of 3out of 5
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
