Investment Objective and Approach

The Invesco India Short Duration Fund has delivered 7.15% returns since inception and focuses on generating steady income through debt and money market instruments. The fund primarily invests in a diversified portfolio of short-duration debt securities, including corporate bonds, government securities, and money market instruments with a portfolio duration of 1-3 years.

The fund's investment strategy revolves around:

- Active duration management to optimize returns while managing interest rate risks

- Credit quality assessment to minimize default risks

- Liquidity management to ensure easy redemption for investors

- Diversified portfolio across various debt instruments and sectors

The scheme aims to provide regular income to investors through accrual income and capital appreciation, making it suitable for conservative investors seeking better returns than traditional fixed deposits while maintaining relatively lower risk compared to equity investments.

Fund Managers

The fund is managed by experienced debt market professionals who bring extensive knowledge of fixed income markets. The fund management team employs rigorous credit analysis and duration management strategies to deliver consistent performance. The managers actively monitor interest rate movements, economic indicators, and credit market conditions to make informed investment decisions.

About the Fund House (AMC)

Invesco Mutual Fund AMC was incorporated on 20, May 2005, and has an AUM size of Rs. 1,08,364 Cr as on 31, Dec 2024. Invesco Mutual Fund has total of 396 schemes across various asset classes.

Invesco Asset Management is a global investment management company with a strong presence in India. The fund house is committed to delivering consistent investment performance through disciplined investment processes and robust risk management frameworks. Invesco India focuses on:

- Research-driven investment approach across all asset classes

- Strong emphasis on risk management and compliance

- Comprehensive product suite catering to diverse investor needs

- Technology-enabled investment processes for enhanced efficiency

- Experienced investment professionals with deep market knowledge

The AMC has built a solid reputation in the Indian mutual fund industry through its consistent performance track record and investor-centric approach.

Should I Invest in Invesco India Short Duration Fund?

This fund may be suitable for investors who:

Consider investing if you:

- Seek regular income with relatively stable returns

- Want exposure to debt markets with professional management

- Have a conservative risk profile but want better returns than savings accounts

- Need liquidity with reasonable lock-in flexibility

- Are looking for tax-efficient debt investment options

- Want to diversify your portfolio with debt allocation

Key Investment Highlights:

- Invesco India Short Duration Fund is 17 years 9 months old. It has delivered 7.15% returns since inception

- No, There is no lock in period in Invesco India Short Duration Fund

- The expense ratio of Invesco India Short Duration Fund is 1.05

- Suitable for short to medium-term investment horizon

- Lower volatility compared to equity funds

Investment Considerations:

- Returns may be subject to interest rate fluctuations

- Credit risk exists though minimized through active management

- Inflation risk may impact real returns over long periods

- Tax implications on debt fund investments should be considered

The fund is ideal for conservative investors, senior citizens, and those looking to park surplus funds for short to medium-term periods while earning reasonable returns.

FAQs

What is today's NAV of Invesco India Short Duration Fund?

The NAV changes daily based on market conditions. You can check the current NAV on Allvest platform or the official Invesco Mutual Fund website.

What is the AUM of Invesco India Short Duration Fund?

It has an AUM of ₹508.29 Crores and the latest NAV decalared is ₹2518.522 as on 25 Mar 2025. The AUM may vary based on market conditions and investor flows.

What is the expense ratio of Invesco India Short Duration Fund?

The expense ratio of Invesco India Short Duration Fund is 1.05, which covers fund management and operational costs.

What are the returns of Invesco India Short Duration Fund since inception?

It has delivered 7.15% returns since inception. Past performance doesn't guarantee future returns.

What is the minimum SIP amount to invest in Invesco India Short Duration Fund?

The min. SIP amount to invest in this scheme is ₹1000 with flexible investment frequency options.

How do I invest in Invesco India Short Duration Fund?

You can invest through Allvest platform by completing KYC, selecting the fund, choosing SIP/lumpsum option, and setting up payment instructions.

How to start a SIP in Invesco India Short Duration Fund?

Register on Allvest, complete your profile, select the fund, choose SIP option, set monthly amount and frequency, then authorize the investment.

How do I automate an SIP in Invesco India Short Duration Fund?

Set up auto-debit mandate through Allvest platform with your bank account details for seamless monthly SIP investments.

How can I withdraw/redeem my investment in Invesco India Short Duration Fund?

You can redeem anytime through Allvest platform as There is no lock in period in Invesco India Short Duration Fund. Redemption proceeds typically credit within 1-3 business days.