Aeterna Wealth
Short Term · Direct plan · Growth

Invesco India Short Term Fund (Direct)

Invesco Mutual Fund · benchmark: the median Short Term fund · 13.8 years old · AMFI code 120560

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

C
Track-record rating: 19 of 21 in Short Term

C (bottom 30%), score 36.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.5%2.8%-0.3%21 / 22
1 year4.3%4.8%-0.5%20 / 21
3 years (a year)7.1%7.3%-0.1%16 / 21
5 years (a year)6.2%6.4%-0.2%19 / 19

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y1.5%
Max fall, 5Y-1.1%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Invesco India Short Term Fund (Direct plan)?

₹4,215.23 on 6 Nov 2026 (Growth option).

What is the expense ratio of Invesco India Short Term Fund (Direct)?

0.39% a year; the Regular plan's is 1.07%.

What return has Invesco India Short Term Fund given over 3 years?

7.1% a year (Direct plan) over the 3 years to 6 Nov 2026, against 7.3% for the median Short Term fund.

How is Invesco India Short Term Fund rated?

C: 19 of 21 Direct plans in Short Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Invesco Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.