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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.24 | 7.37 | 11.79 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 7.40 | 9.92 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
Ultra short duration funds are debt funds that lend to companies for a short duration of 3 to 6 months. They are very low-risk funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India Ultra Short Duration Fund(A-IDCW) | 7.75% | 6.58% | 54.27% |
Aditya Birla SL Savings Fund(W-IDCW) | 0.08% | -0.06% | 0.03% |
HDFC Ultra Short Term Fund(M-IDCW Reinv) | 0.07% | 0.09% | 0.15% |
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout) | 0.01% | 0.00% | 0.14% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
4.74 %
Holdings
4.18 %
Holdings
4.10 %
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
38
Total AUM
₹ 1,09,368.26 Cr.
Krishna Cheemalapati
AUM: ₹33,319.23 Cr.
|
Exp: 15yrs
Vikas Garg
AUM: ₹16,861.22 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%