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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | — | 10.79 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.57 | 7.69 | 10.32 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY Low Duration Debt Index |
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(M-IDCW) | 0.16% | 0.28% | 0.58% |
ICICI Pru Savings Fund(M-IDCW Payout) | 0.03% | 0.18% | 0.12% |
HDFC Low Duration Fund(M-IDCW Reinv) | 0.09% | 0.10% | 0.11% |
Aditya Birla SL Low Duration Fund(W-IDCW Reinv) | 0.04% | -0.10% | 0.05% |
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
6.83 %
Holdings
5.86 %
Holdings
4.38 %
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
₹ 1,07,279.02 Cr.
Krishna Cheemalapati
AUM: ₹32,122.52 Cr.
|
Exp: 15yrs
Vikas Garg
AUM: ₹16,763.25 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%