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Invesco India Ultra Short Duration Fund - Direct Plan - Growth

Invesco · Scheme 120541

₹3,100.10▲ 0.01%NAV · 2026-09-18
60
Decent FundScore
Start SIP
AUM
₹1,073 cr
Expense ratio
0.27%
3Y CAGR
7.4%
Risk level
Very High
Min SIP
₹1,000
Benchmark
Underlying index
Fund manager: Nitish SikandExit load: Nil
Decent · 60/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 3%.
  • ✓Low cost — 0.27% expense ratio means more of the return stays with you.
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive
  • ✓Sortino ratio: 421.97
  • ✓Max drawdown: -3%

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe 0.28) — took on risk without enough payoff.
  • •High volatility (2743% a year) — expect big swings up and down.
  • •3Y CAGR: +7.4%
  • •5Y CAGR: +6.6%

FundScore breakdown

60/100 · Decent
How it works →
32
Returns
Weak
59
Consistency
Decent
37
Risk-adjusted
Weak
100
Downside protection
Excellent
90
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.