Rating : ★ ★ ★ ☆ ☆
Invesco India Short Term Fund Monthly Dividend Reinvestment
 ÂShort Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
1%
Asset Size
599.03 Cr.
(As of 15 Jun, 2022)
Benchmark
Nifty Short Duration Debt TR INR
Riskometer
Investors understand that their principal will be at Moderate Risk.
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.
 
Fund manager
Krishna Cheemalapati
Exit load
N / A
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
5.59%
Power Finance Corporation Ltd.
3.63%
7.35% Govt Stock 2024
3.53%
LIC Housing Finance Limited
3.53%
Sector Allocation
About the Scheme Type
Short Duration Mutual Funds usually have an investment horizon spanning about 1 – 3 years, with a scope to be extended to 4 years. Short Duration Mutual Funds are often accompanied by modest risks and non-volatile returns and theydo not even attract penalty on pre-mature withdrawals. These are usually beneficial for investors with lower risk appetite and offer greater post tax returns in comparison to other non-equitycounterparts of the same tenure.
Ratings
This fund is rated 3 stars by Morning Star Ratings.