Invesco India Ultra Short Duration Fund(Q-IDCW)

Ticker: mf15821
Risky 48/100

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Business Overview

Invesco India Ultra Short Duration Fund (Q-IDCW) is designed for investors seeking a balance between safety and returns in the fixed income space. Ideal for those looking to park their funds for a short duration while earning competitive interest, this fund focuses on low-risk debt instruments. It matters because it offers liquidity and potential capital appreciation, making it suitable for conservative investors or those with short-term financial goals.

  • Targeted at conservative investors
  • Focuses on low-risk debt instruments
  • Offers liquidity and short-term investment horizon
  • Potential for capital appreciation
  • Managed by experienced professionals

Investment Thesis

Invesco India Ultra Short Duration Fund stands out due to its strong promoter credibility and robust digital services growth. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking stable returns in a dynamic market.

  • Strong backing from Invesco, a globally recognized financial services firm.
  • Significant growth potential in digital services, enhancing fund performance.
  • Attractive valuation metrics compared to peer funds, indicating potential upside.
  • Focus on ultra-short duration instruments minimizes interest rate risk.
  • Consistent track record of returns, appealing to conservative investors.

Opportunity vs Risk

Opportunities
  • Stable returns in a low-rate environment
  • Potential for capital appreciation
  • Diversification in fixed income portfolio
  • Tax-efficient dividend distribution
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from underlying securities
  • Market volatility may affect NAV
  • Liquidity concerns in adverse conditions
📊 Stock Investment Checklist (100 Points)
Invesco India Ultra Short Duration Fund(Q-IDCW) • Updated: 2025-10-01 15:00:23
  • 10
    Business
    High
    The sector is stable but lacks significant growth potential.
  • 10
    Growth
    High
    Moderate revenue growth, but inconsistent profit margins.
  • 9
    Profitability
    High
    ROE and ROCE are average, cash flow is stable.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is decent, but some pledging exists.
  • 5
    Drivers
    Good
    Limited growth drivers identified, execution risks present.
  • 1
    Technicals
    Low
    Weak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100 • Risky
The fund shows potential but is hindered by several risks and inconsistent performance metrics.