Rating : ★ ★ ☆ ☆ ☆
Invesco India Credit Risk Fund Regular Monthly Dividend Reinvestment
 ÂCredit Risk Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
1%
Asset Size
132.12 Cr.
(As of 31 May, 2022)
Benchmark
NIFTY Credit Risk Bond TR INR
Riskometer
Investors understand that their principal will be at Moderate Risk.
Objective
To generate accrual income and capital appreciation by investing in debt securities of varying maturities across the credit spectrum.
 
Fund manager
Krishna Cheemalapati
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹1000
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
5.22% Govt Stock 2025
11.32%
National Housing Bank
7.97%
6.45% Govt Stock 2029
6.36%
Muthoot Finance Limited
4.70%
Sector Allocation
About the Scheme Type
Credit Risk Funds need to have at least 65% of their investmentin lower rated securities such as those having AA-, A+, A-, BBB, etc. The maturity period of these papers is usually 1 – 3 years, unlike long maturity bonds. The interest rates offered by such companies is higher and earning scope arises when their ratings go up, offering a benefit of capital gains. They, at times,pose as an attractive investment option as they have the potential to give 2 – 3% higher returns than risk-free papers.
Ratings
This fund is rated 2 stars by Morning Star Ratings.