Invesco India Short Duration Fund
Direct · Growth ₹4184.01
24 Jul 2026
NAV
18.1%
3Y CAGR
13.0%
5Y CAGR
12.7%
10Y CAGR
20.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.35
Sharpe
-2.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.42 L | 332.2% | 0.8% | 25497.7% |
| 3 Years | ₹36.00 L | ₹40.10 L | 13.6% | 3.9% | 310.4% |
| 5 Years | ₹60.00 L | ₹71.55 L | 9.8% | 5.6% | 113.1% |
| 7 Years | ₹84.00 L | ₹1.06 Cr | 9.2% | 6.1% | 66.7% |
| 10 Years | ₹1.20 Cr | ₹1.70 Cr | 9.0% | 6.7% | 40.0% |
| 12 Years | ₹1.44 Cr | ₹2.25 Cr | 10.5% | 6.8% | 32.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 332.2% | 21.1% |
| 3 Years | 13.6% | 7.8% |
| 5 Years | 9.8% | 7.3% |
| 7 Years | 9.2% | 7.2% |
| 10 Years | 9.0% | 7.2% |
| 12 Years | 10.5% | 7.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 249.3% | 8.0% | 2.1% | 10671.0% | 0.15 | 195.19 | 100% | — | — |
| 3 Years | 18.1% | 7.6% | 4.4% | 405.4% | 0.18 | 19.62 | 100% | — | — |
| 5 Years | 13.0% | 7.1% | 6.0% | 172.3% | 0.22 | 50.79 | 100% | — | — |
| 10 Years | 12.7% | 7.4% | 7.0% | 70.5% | 0.35 | — | 100% | — | — |
-2.8%
Max Drawdown
1 mo
Drawdown Duration
0 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
88.25
1Y
6.41
3Y
4.60
5Y
4.21
7Y
4.49
10Y
5.98
12Y