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

Invesco India Low Duration Fund · Regular · Growth

Invesco Mutual Fund

#12 of 29 (1Y)

NAV

₹3997.9910

as of 17 Jun 2026

Expense Ratio

0.65%

AUM

₹1,924 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Low to Moderate
Compare Fund

Lumpsum returns (CAGR)

1Y
+5.68%
3Y
+6.94%
5Y
+5.98%
Since Inception

SIP returns (XIRR)

1Y
+5.69%
3Y
+6.71%
5Y
+6.57%
Since Inception

Returns calculated from 26 February 2011 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Risk Metrics

Trailing 1 year, annualised

0.82

Sharpe Ratio

Alpha

Beta

0.98

Sortino

0.52%

Std Dev

-0.20%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseInvesco Mutual Fund
CategoryLow Duration
BenchmarkNIFTY Short Duration Debt Index A-II
Launch Date05 Feb 2006
AMFI Code104726
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit LoadExit Load2 : Nil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Invesco India Low Duration Fund · Regular · 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 · Regular · 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)