Invesco India Ultra Short Duration Fund(M-IDCW)

Ticker: mf15822
Decent 68/100

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Business Overview

Invesco India Ultra Short Duration Fund (M-IDCW) is designed for investors seeking short-term investment opportunities with relatively lower risk. This fund aims to provide capital appreciation while maintaining liquidity, making it ideal for conservative investors or those looking to park funds for a short duration. With a focus on high-quality debt instruments, it offers a balanced approach to wealth creation.

  • Ideal for conservative investors
  • Short-term investment horizon
  • Focus on high-quality debt instruments
  • Capital appreciation with liquidity
  • Managed by experienced professionals

Investment Thesis

Invesco India Ultra Short Duration Fund (M-IDCW) stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund is well-positioned to deliver consistent returns, making it a compelling choice for Indian retail investors seeking stability and growth.

  • Strong backing from a reputable promoter group enhances investor confidence.
  • Digital services expansion offers significant growth opportunities.
  • Attractive valuation metrics compared to industry peers make it a prudent investment.
  • Focus on ultra-short duration assets provides liquidity and lower interest rate risk.
  • Consistent performance track record supports long-term investment strategies.

Opportunity vs Risk

Opportunities
  • Potential for stable income
  • Low interest rate environment
  • Diversification in fixed income
  • Suitable for conservative investors
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk of underlying assets
  • Market volatility impact
  • Liquidity concerns in downturns
📊 Stock Investment Checklist (100 Points)
Invesco India Ultra Short Duration Fund(M-IDCW) • Updated: 2025-10-01 15:00:10
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, with healthy cash flow.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with stable growth and profitability, but some governance concerns and execution risks should be monitored.