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 B-II
TER: 1.45% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 146.56 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: If upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment - Nil. For any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment -1%. If units are redeemed or switched-out after 1 year from the date of allotment - Nil.

1926.2595

6.3%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY COMPOSITE G-SEC 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 6.88
Average Maturity 4.22

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 10.83 9.33 9.25 6.95 6.01
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 05-04-2015 17.61 11.99 11.11 9.92 8.2
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 9.88 8.59 7.98 7.72 7.88
Nippon India Credit Risk Fund - Growth Plan 01-06-2005 9.66 8.55 8.09 8.98 6.12
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option 23-01-2015 9.39 8.3 7.84 10.44 7.86
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 9.34 7.92 7.58 7.77 7.76
Axis Credit Risk Fund - Regular Plan - Growth 15-07-2014 9.32 8.03 7.62 7.07 6.92
SBI Credit Risk Fund - Regular Plan - Growth 01-07-2004 9.23 7.95 7.99 7.41 7.49
UTI Credit Risk Fund - Regular Plan - Growth Option 10-11-2012 9.04 7.7 7.22 7.52 3.08
BANDHAN Credit Risk Fund - Regular Plan Growth 27-02-2017 8.52 7.23 6.74 6.02 -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

0.05%

Others

99.95%

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