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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | 7.51 | 11.08 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.56 | 7.58 | 10.53 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India Low Duration Fund(IDCW) | 7.80% | 6.35% | 11.62% |
ICICI Pru Savings Fund(M-IDCW Payout) | 0.00% | 0.07% | 0.11% |
HDFC Low Duration Fund(M-IDCW Reinv) | 0.03% | 0.05% | 0.10% |
Kotak Low Duration Fund(IDCW Payout) | 8.21% | 6.70% | 3.22% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
7.57 %
Holdings
4.85 %
Holdings
3.34 %
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
37
Total AUM
₹ 1,08,596.71 Cr.
Krishna Cheemalapati
AUM: ₹33,320.39 Cr.
|
Exp: 15yrs
Vikas Garg
AUM: ₹16,901.15 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%