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Invesco India Short Term Fund - Growth

  • Regular
  • Direct
Category : Short Duration Fund
Fund House : Invesco Mutual Fund
(Min ₹1000 for SIP, ₹1000 for one time investment)
  • Latest (Updated on 30th Sep 2019)
    Crisil Rank
  • (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Short Duration Fund. Existing investors can continue their SIPs/investments. Other investors can also start a fresh investments in this fund.

Returns (NAV as on 21st November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 14-Nov-19 10021.50 0.21% - 0.30% 23/28
1 Month 18-Oct-19 10098.10 0.98% - 0.72% 17/28
3 Month 21-Aug-19 10231.60 2.32% - 1.92% 13/28
6 Month 21-May-19 10550.80 5.51% - 1.43% 9/28
YTD 01-Jan-19 10900.90 9.01% - 2.05% 10/28
1 Year 20-Nov-18 11034.70 10.35% 10.32% 5.65% 8/27
2 Year 21-Nov-17 11472.90 14.73% 7.11% 5.00% 11/26
3 Year 21-Nov-16 12020.00 20.20% 6.32% 5.42% 14/26
5 Year 21-Nov-14 14309.70 43.10% 7.43% 6.74% 14/26
10 Year 20-Nov-09 20952.70 109.53% 7.67% 7.51% 10/18
Since Inception 24-Mar-07 25784.00 157.84% 7.76% 7.33% 11/28

SIP Returns (NAV as on 21st November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 20-Nov-18 12000 12667.68 5.56 % 10.42 %
2 Year 21-Nov-17 24000 26261.9 9.42 % 8.9 %
3 Year 21-Nov-16 36000 40447.95 12.36 % 7.7 %
5 Year 21-Nov-14 60000 72392.64 20.65 % 7.44 %
10 Year 20-Nov-09 120000 178966.54 49.14 % 7.75 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.01% 0.98% 2.32% 5.51% 6.29% 10.32% 7.11% 6.32% 7.43%
Nifty 50 -0.26% 2.63% 9.61% 2.21% 2.96% 12.91% 7.65% 14.71% 7.14%
Benchmark: CRISIL 10 Year Gilt Index -0.32% 0.67% 0.88% 7.71% 9.15% 13.97% 6.85% 5.00% 8.18%
Category Average 0.01% 0.73% 1.85% 1.44% 2.06% 5.65% 5.00% 5.34% 6.74%
Category Rank 14/28 16/28 15/28 8/28 9/28 8/27 11/26 14/26 14/26
Best in Category 0.07% 1.20% 3.81% 5.85% 6.52% 10.84% 8.09% 7.80% 8.41%
Worst in Category -0.04% -2.62% -3.72% -14.78% -15.48% -12.80% -4.37% -0.91% 1.61%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q3 - 2016 3.56% 3.40% 4.82% 2.97%
Q3 - 2016 3.49% 3.40% 4.82% 2.97%
Q4 - 2014 3.19% 4.24% -- 2.9%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q2 - 2018 0.21% 4.36% -1.53% 0.73%
Q4 - 2017 0.46% 5.84% -2.94% 0.69%
Q4 - 2017 0.46% 5.84% -2.94% 0.69%

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