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Invesco India Short Term Fund Direct Plan -Weekly Dividend Reinvestment

Debt

  

Short Duration Fund

NAV

1019.359 + 2.5028

as on (31 Mar, 2020)

RETURNS

5.54 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

0.4 %

Benchmark

CRISIL Short Term Bond Fund TR INR

Asset Size

619.53 Cr.

(As of 30 Apr, 2019)

Risk

Moderate

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.

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Fund manager

Sujoy Das

(since 09 Sep, 2010)

Exit load

N / A

Minimum sip

₹ 1000

minimum investment

₹ 1000

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

Tata Sons Limited

7.48 %

Power Finance Corporation Ltd.

6.19 %

Invesco India Liquid Dir Gr

6.16 %

Indiabulls Housing Finance Limited

5.8 %

Sector Allocation

About the Scheme Type

Short Duration Fund

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.

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Overview of Invesco Asset Management (India) Private Ltd

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