Invesco India Short Term Fund- Plan B - Daily Dividend
Mutual Fund · Direct · As of 18 Oct 2026, 6:52 pm
Below-average risk-adjusted performance. Volatility here hasn't been well compensated by returns over the trailing period. Worth comparing directly against 2-3 category peers before deciding this is the right vehicle.
DalalBaazaar Score
61/ 100
Good
Weighted across five categories. Every point is explained below.
• 76% of three-year holding periods ended in profit
✗ The worst three-year stretch returned -0.3% a year
Investment Checklist
1 / 3 checks passed
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✗ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹1030.00
As of
11 Sept 2018
Fund History Available
11.5 yrs
Since-Inception Return (CAGR)
49.8%
Only 11.5 yrs of history available — no clean 1Y/3Y/5Y figure yet
Annualized Volatility
2990.4%
High volatility
Sharpe Ratio (est.)
0.30
Weak risk-adj. return
Max Drawdown
-1.9%
Contained
Category
Direct
Fund House
Invesco Mutual Fund
Category Peer Comparison
Scheme
1Y Return
IDFC FTP - Series 30_Direct Plan_Growth
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SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹19,76,975
Estimated Gain
₹13,76,975
Risk Flags
Estimated Sharpe ratio (0.30) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
