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  • Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M)

Formerly Invesco India MT Bond Mn DR

Invesco Mutual Funds

Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M)

DebtUltra Short

Top Ranked

1013.4264

NAV (Jan 24)

4.2%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within ultra short mutual funds.However, Scripbox does not recommend investing in ultra short mutual funds.

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

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

Relative Size

890 Cr. Medium within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low 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

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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.

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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

Historical NAV

1013.4264

NAV (Jan 24)

Fund Returns

Last 1Y

3.2%

Last 3Y

4.2%

Last 5Y

4.6%

Last 10Y

5.6%

Since Inception

5.6%

6 Month CAGR

1.5%

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Scheme Information

Investment Objective

To primarily generate accrual income by investing in a portfolio of short term Money Market and Debt Instruments.

Expense Ratio

0.89

Launched (12y ago)

Dec 30, 2010

AUM in Crores

889.480

ISIN

INF205K01TO6

Lock-in

No Lock-in

Benchmark

CRISIL Ultra Short Term Debt 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)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

amc-icon

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 45,868 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
  • Fund NameScripbox Opinion
    Till Date CAGR

    17%

    12%

    17%

    12%

    17%

    12%

    22.6%

    15.7%

    3.9%

    6.5%

    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 Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) Review

    Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) is a Ultra Short Debt fund and has delivered an annualised return of 5.6% over a period of 11 years. The fund was previously known as Invesco India MT Bond Mn DR. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Krishna Cheemalapati, Vikas Garg.

    Nav of Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) as of 24/01/2022 is ₹1013.43 with the total AUM as of 25/01/2022 is ₹889.48. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) was launched on Dec 30, 2010. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) 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 Ultra Short Term Fund Inc Dist cum Cap Wdrl (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 CRISIL Ultra Short Term Debt TR INR.

    Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) is rated as a 4 fund in Debt and delivered 3.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M).

    Frequently Asked Questions

    What is Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M)?

    How to invest in Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M)?

    What is the minimum sip amount of Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M)?

    Is Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) good to invest in?

    What is the expense ratio of the Invesco India Ultra Short Term Fund Inc Dist cum Cap Wdrl (RIDCW-M)?