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Low DurationregulargrowthLow to Moderate📊 NIFTY Short Duration Debt Index A-II

Invesco India Low Duration Fund - Growth

Invesco Mutual Fund

#13 of 30 (1Y)
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Low to Moderate

Today's NAV — all variants

Regular · Growth

₹₹3971.3053

2.89 (+0.07%)

29 May 2026

AMFI: 104726

Direct · Growth

₹₹4147.1100

3.09 (+0.07%)

29 May 2026

AMFI: 120570

Regular · IDCW

₹₹1327.5684

0.97 (+0.07%)

29 May 2026

AMFI: 104725

Direct · IDCW

₹₹1085.7222

0.16 (-0.01%)

29 May 2026

AMFI: 120571

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.12%
1 Month-0.06%
3 Months+0.94%
6 Months+2.15%
1 Year+5.31%
3 Years (CAGR)+6.77%
5 Years (CAGR)+5.84%
10 Years (CAGR)
Since Inception (Feb 2006)+36.25%

Returns calculated from 20 April 2020 onwards due to a structural change in the scheme on that date. Pre-2020 NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+4.84%
3 Year SIP+6.46%
5 Year SIP+6.39%
Since Inception (Feb 2006)+37.05%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,16,000

Invested

₹84,90,954

Value today

37.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹3,97,131

Value today

36.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹11,60,000

Withdrawn

₹31,22,20,990

Corpus left

+₹31,23,80,990 net gain — withdrew ₹11,60,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,44,539

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,44,539 — a 1.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹85,083

Regular plan

₹83,700

Direct earns ₹1,383 more on a ₹60K investment0.23% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseInvesco Mutual Fund
CategoryLow Duration
Plan Typeregular
Optiongrowth
AUM₹1,924 Cr
Expense Ratio0.65%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY Short Duration Debt Index A-II
Launch Date05 Feb 2006
AMFI Code104726

Risk Metrics

Trailing 1 year, annualised

0.29

Sharpe Ratio

Alpha

Beta

0.34

Sortino

0.50%

Std Dev

-0.20%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

Invesco India Low Duration Fund - Growth by Invesco Mutual Fund is a Low Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Low Duration category.

About This Fund

Invesco India Low Duration Fund - Growth is a Low Duration mutual fund offered by Invesco Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹1,924 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Short Duration Debt Index A-II. The current expense ratio is 0.65%.

Who Should Invest?

  • Conservative investors seeking capital preservation with modest returns
  • Investors with a short to medium investment horizon (6 months to 3 years)