Formerly Invesco India Trs Adv Reg Mn IDCW-R
₹ 1247.2268
NAV (Mar 27)
Low duration 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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 1247.2268
NAV (Mar 27)
Last 1Y | 6.6% |
Last 3Y | 4.5% |
Last 5Y | 4.9% |
Last 10Y | 5.2% |
Since Inception | 5.5% |
6 Month CAGR | 3.2% |
To generate income by investing in debt and Money Market Instruments.
Expense Ratio | 0.62 |
Launched (17y ago) | Jan 18, 2007 |
AUM in Crores | 1181.009 |
ISIN | INF205K01HW4 |
Lock-in | No Lock-in |
Benchmark | NIFTY Low Duration Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.6 |
Standard Deviation (5yr) | 0.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.769 |
Sharpe Ratio (5yr) | -0.216 |
YTM | 7.74 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Invesco India Low Duration Fund (RIDCW-M) | 8,23,934 | 91,322 | 4.9% | |
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.
axis bank limited
7.1%182 Days Treasury Bill 22-08-2024
6.2%india (republic of)
5.2%pipeline infrastructure limited
5.1%bajaj finance limited
4.2%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 45,349 cr | ||
₹ 14,455 cr | ||
₹ 13,853 cr | ||
₹ 12,072 cr | ||
₹ 11,011 cr |
Invesco Asset Management (India) Private Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
36.9% | 12.5% | ||
5.8% | 6.5% | ||
36.9% | 12.3% | ||
5.8% | 6.2% | ||
6% | 6.5% |
Invesco India Low Duration Fund (RIDCW-M) is a Low Duration Debt fund and has delivered an annualised return of 5.5% over a period of 17 years. The fund was previously known as Invesco India Trs Adv Reg Mn IDCW-R. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Krishna Cheemalapati, Vikas Garg.
Nav of Invesco India Low Duration Fund (RIDCW-M) as of 3/27/2024 is ₹1247.23 with the total AUM as of 3/28/2024 is ₹1181.009. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Low Duration Fund (RIDCW-M) was launched on Jan 18, 2007. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Invesco India Low Duration Fund (RIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.
Invesco India Low Duration Fund (RIDCW-M) 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 Low Duration Debt TR INR.
Invesco India Low Duration Fund (RIDCW-M) is rated as a 3 fund in Debt and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Low Duration Fund (RIDCW-M).
What is Invesco India Low Duration Fund (RIDCW-M)?
How to invest in Invesco India Low Duration Fund (RIDCW-M)?
You can invest in Invesco India Low Duration Fund (RIDCW-M) 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 Low Duration Fund (RIDCW-M)?
The minimum sip amount for Invesco India Low Duration Fund (RIDCW-M) is ₹0. You can invest in multiples of ₹5000.
Is Invesco India Low Duration Fund (RIDCW-M) good to invest in?
As per Scripbox experts, Invesco India Low Duration Fund (RIDCW-M) is a Neutral fund. You can investInvesco India Low Duration Fund (RIDCW-M) 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 Low Duration Fund (RIDCW-M)?
The expense ratio of the Invesco India Low Duration Fund (RIDCW-M) is 0.62% for regular plan.