Invesco India Ultra Short Duration Fund(A-IDCW)
Ticker: mf15823
Decent
48/100
☆ Add to Watchlist
More Options
T
Tata India Pharma & Healthcare Fund(IDCW-Payout)
The fund shows potential in a growing sector but faces challenges in profitability and valuation metrics. Caution is advised.
View details
T
Tata India Pharma & Healthcare Fund(IDCW)
The fund shows decent potential with consistent growth and profitability, but some risks in governance and execution need to be monitored.
View details
U
UTI Banking and Financial Services Fund(IDCW)
The UTI Banking and Financial Services Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should proceed with caution.
View details
M
Mirae Asset Overnight Fund(M-IDCW)
The fund shows decent potential but is facing challenges in profitability and growth drivers.
View details
M
Mirae Asset Overnight Fund(W-IDCW)
The fund shows a decent performance with stable growth and a solid balance sheet, making it a reasonable investment option.
View details
M
Mirae Asset Overnight Fund(DD-IDCW)
The fund shows decent potential but lacks strong growth drivers and competitive advantages.
View details
A
Aditya Birla SL Income Plus Arbitrage Active FOF(IDCW)
The fund shows decent potential with moderate risks, but investors should be cautious about execution and liquidity issues.
View details
A
Aditya Birla SL Income Plus Arbitrage Active FOF(IDCW Payout)
The fund shows decent potential with stable growth prospects, but investors should be cautious of execution risks and liquidity issues.
View details
D
DSP Natural Res & New Energy Fund(IDCW)
The fund is positioned in a promising sector with decent growth potential, but execution risks and mixed market sentiment warrant caution.
View details
D
DSP Natural Res & New Energy Fund(IDCW-Reinv)
The fund shows potential in a growing sector, but investors should be cautious of execution risks and liquidity issues.
View details
F
Franklin India Dynamic Asset Allocation Active FOFs(IDCW Payout)
The fund presents a decent investment opportunity with moderate growth potential and manageable risks.
View details
F
Franklin India Dynamic Asset Allocation Active FOFs(IDCW)
The fund shows decent potential with moderate risks; however, investors should be cautious about execution and liquidity issues.
View details
E
Edelweiss Large Cap Fund(IDCW)
The Edelweiss Large Cap Fund shows potential but has several areas of concern that could impact future performance.
View details
H
HDFC Housing Opp Fund(IDCW)
The HDFC Housing Opp Fund shows potential for growth with a decent risk profile, but investors should be cautious of execution risks.
View details
H
HDFC Housing Opp Fund(IDCW Reinvest)
The fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
View details
B
Bajaj Finserv Balanced Advantage Fund(IDCW)
The fund shows decent potential with a balanced approach, but investors should be cautious of market conditions and execution risks.
View details
Business Overview
Invesco India Ultra Short Duration Fund (A-IDCW) is designed for conservative investors seeking stable returns with lower interest rate risk. This fund invests primarily in debt and money market instruments with a maturity of up to three years, making it suitable for those looking to park their funds for a short duration while earning better returns than traditional savings accounts. Its focus on quality assets ensures capital preservation and liquidity, appealing to risk-averse individuals and institutions alike.
- Ideal for conservative investors
- Focus on short-term debt instruments
- Lower interest rate risk
- Capital preservation and liquidity
- Suitable for short-term financial goals
Investment Thesis
Invesco India Ultra Short Duration Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to deliver stable returns in a dynamic market environment.
- Strong backing from Invesco, a globally recognized asset management firm.
- Robust growth trajectory in digital services enhances fund performance.
- Attractive valuation metrics compared to similar funds in the market.
- Focus on ultra-short duration instruments minimizes interest rate risk.
- Potential for consistent income generation amidst market volatility.
Opportunity vs Risk
Opportunities
- Stable returns in low-interest environment
- Diversification for conservative portfolios
- Potential tax benefits on dividends
- Access to quality debt instruments
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from underlying securities
- Market volatility affecting NAV
- Liquidity risk in adverse conditions
Peer Perspective
Invesco India Ultra Short Duration Fund trades at a slight premium compared to peers like HDFC Ultra Short Duration Fund and ICICI Prudential Ultra Short Duration Fund, necessitating consistent margin stability for potential rerating.
📊 Stock Investment Checklist (100 Points)
Invesco India Ultra Short Duration Fund(A-IDCW) • Updated: 2025-10-01 16:12:47
-
10BusinessHighThe sector is stable but lacks significant growth potential.
-
10GrowthHighModerate revenue growth observed, but inconsistent profit margins.
-
8ProfitabilityHighROE and ROCE are decent, but cash flow is volatile.
-
9ValuationHighValuation metrics are in line with peers, but not compelling.
-
6BalanceGoodDebt levels are manageable, but liquidity could be improved.
-
7GovernanceHighPromoter holding is strong, but some concerns over disclosures.
-
5DriversGoodLimited growth catalysts identified, execution risks present.
-
1TechnicalsLowWeak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows moderate potential but carries risks that may affect future performance.