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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | 7.45 | 10.83 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.56 | 7.57 | 10.36 |
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(M-IDCW) | 0.13% | 0.33% | 0.59% |
ICICI Pru Savings Fund(M-IDCW Payout) | 0.05% | 0.06% | 0.12% |
HDFC Low Duration Fund(M-IDCW Reinv) | 0.08% | 0.08% | 0.10% |
SBI Magnum Low Duration Fund(W-IDCW Payout) | 7.94% | 6.46% | 2.37% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
3.71 %
Holdings
3.38 %
Holdings
3.37 %
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
₹ 1,05,790.42 Cr.
Krishna Cheemalapati
AUM: ₹31,336.01 Cr.
|
Exp: 15yrs
Vikas Garg
AUM: ₹15,226.84 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%