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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.35 | 7.44 | 5.39 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.65 | 7.62 | 5.25 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty Short Duration Debt Index |
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India Short Duration Fund(M-IDCW) | 8.22% | 6.35% | -26.56% |
ICICI Pru Short Term Fund(M-IDCW Payout) | 0.06% | 0.04% | 0.50% |
Kotak Bond Short Term Fund(IDCW) | 8.47% | 6.72% | 6.77% |
HDFC Short Term Debt Fund(IDCW-Reinv) | 8.47% | 2.67% | 6.45% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Debt
Others
Holdings
9.84 %
Holdings
8.72 %
Holdings
6.51 %
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
38
Total AUM
₹ 1,06,451.14 Cr.
Vikas Garg
AUM: ₹16,650.51 Cr.
|
Exp: —
Krishna Cheemalapati
AUM: ₹31,298.67 Cr.
|
Exp: 15yrs
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%