Invesco India Ultra Short Duration Fund Direct Growth

Scheme code: INF205K01TH0 NAV value: ₹ 3005.4078 NAV date: 18 March, 2026 TER: 0.24%
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Ultra Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year3.5010616.277.63255.1513.89
3 year4.66405.717.4318.326.88
5 year5.79172.946.4813.036.53
7 year6.28109.416.7311.806.92
10 year6.8770.127.2513.127.23
12 year7.2557.627.4319.627.82

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹15,48,704 - Absolute Returns: ₹3,48,704 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,48,662 - Absolute Returns: ₹8,48,662 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,12,583 - Absolute Returns: ₹17,12,583 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,15,46,250 - Absolute Returns: ₹31,46,250 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,89,82,743 - Absolute Returns: ₹69,82,743 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,84,83,781 - Absolute Returns: ₹1,40,83,781 - CAGR: %

Drawdown Metrics

Max Drawdown

-2.69 %

Drawdown Duration

2 months

Recovery Time

2 months

Avg Drawdown

-0.04 %

Calmar Ratio by Duration

1 Y

94.9961

3 Y

6.8208

5 Y

4.8513

7 Y

4.3933

10 Y

4.8848

12 Y

7.3048