Invesco India Credit Risk Fund - Regular Plan - Growth

(Erstwhile Invesco India Corporate Bond Opportunites Fund - Regular Plan - Growth)
Fund House: Invesco Mutual Fund
Category: Debt: Credit Risk
Launch Date: 04-09-2014
Asset Class: Fixed Income
Benchmark: NIFTY Credit Risk Bond Index C-III
TER: 1.45% As on (30-08-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 140.37 Cr As on 30-08-2024(Source:AMFI)
Turn over: - | Exit Load: If units are redeemed/switched out within 1 year from the date of allotment: 4%. If units are redeemed (or) switched out after 1 year from the date of allotment - NIL. Please Note that prevailing exit load structure at the time of investment will be applicable for redemption/switch-out.

1785.9255

5.94%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Corporate Bond Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate returns and capital appreciation by predominantly investing in corporate debt securities of varying maturities across the credit spectrum.

Current Asset Allocation (%)

Indicators

Standard Deviation 2.7
Sharpe Ratio 0.26
Alpha 8.13
Beta 3.71
Yield to Maturity 7.59
Average Maturity 4.08

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Invesco India Credit Risk Fund - Regular Plan - Growth 04-09-2014 8.95 9.24 6.56 6.35 5.94
DSP Credit Risk Fund - Regular Plan -Growth 05-05-2003 15.82 11.28 10.22 7.99 6.92
Kotak Credit Risk Fund - Growth 01-05-2010 9.11 7.27 5.02 5.76 7.07
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 05-04-2015 8.73 7.76 7.37 6.75 -
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 8.61 7.75 6.68 7.58 7.97
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option 23-01-2015 8.12 7.63 9.04 7.96 -
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 8.07 7.22 5.91 7.38 7.95
Nippon India Credit Risk Fund - Growth Plan 01-06-2005 7.91 7.72 6.4 4.96 6.14
SBI Credit Risk Fund - Regular Plan - Growth 01-07-2004 7.87 7.99 6.46 7.01 7.68
Axis Credit Risk Fund - Regular Plan - Growth 15-07-2014 7.72 7.23 5.98 6.71 7.0

Scheme Characteristics

Minimum investment in corporate bonds - 65% of total assets (investment in below highest rated instruments).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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