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Ultra Short DurationregulargrowthLow to Moderate📊 Nifty Ultra Short Duration Debt Index A-I

Invesco India Ultra Short Duration Fund - Regular Plan - Growth

Invesco Mutual Fund

#14 of 27 (1Y)
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Riskometer
Low to Moderate

Today's NAV — all variants

Regular · Growth

₹₹2836.5496

2.14 (+0.08%)

29 May 2026

AMFI: 114359

Direct · Growth

₹₹3041.7042

2.39 (+0.08%)

29 May 2026

AMFI: 120541

Regular · IDCW

₹₹1101.1081

0.83 (+0.08%)

29 May 2026

AMFI: 114360

Direct · IDCW

₹₹1541.7964

1.21 (+0.08%)

29 May 2026

AMFI: 136112

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.03%
1 Month+0.12%
3 Months+1.31%
6 Months+2.60%
1 Year+5.71%
3 Years (CAGR)+6.74%
5 Years (CAGR)+5.77%
10 Years (CAGR)+6.24%
Since Inception (Jan 2011)+44.34%

Returns calculated from 19 April 2013 onwards due to a structural change in the scheme on that date. Pre-2013 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+5.45%
3 Year SIP+6.51%
5 Year SIP+6.36%
Since Inception (Jan 2011)+41.82%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹92,000

Invested

₹36,13,916

Value today

41.6%

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

₹2,83,207

Value today

44.3%

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

₹9,20,000

Withdrawn

₹24,70,68,332

Corpus left

+₹24,69,88,332 net gain — withdrew ₹9,20,000 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

₹1,40,589

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,40,589 — 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

₹84,813

Regular plan

₹82,362

Direct earns ₹2,451 more on a ₹60K investment0.41% 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
CategoryUltra Short Duration
Plan Typeregular
Optiongrowth
AUM₹1,234 Cr
Expense Ratio0.79%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNifty Ultra Short Duration Debt Index A-I
Launch Date03 Jan 2011
AMFI Code114359

Risk Metrics

Trailing 1 year, annualised

0.50

Sharpe Ratio

Alpha

Beta

0.68

Sortino

0.36%

Std Dev

-0.07%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

Invesco India Ultra Short Duration Fund - Regular Plan - Growth by Invesco Mutual Fund is a Ultra Short 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 Ultra Short Duration category.

About This Fund

Invesco India Ultra Short Duration Fund - Regular Plan - Growth is a Ultra Short Duration mutual fund offered by Invesco Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹1,234 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Ultra Short Duration Debt Index A-I. The current expense ratio is 0.79%.

Who Should Invest?

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