Invesco India Liquid Fund(W-IDCW)

Ticker: mf14403
Decent 48/100

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Business Overview

Invesco India Liquid Fund (W-IDCW) is an open-ended liquid mutual fund designed for investors seeking a safe and liquid investment option. Ideal for those looking to park their surplus funds for short durations, this fund aims to provide reasonable returns while maintaining capital safety. With a focus on high-quality debt instruments, it ensures liquidity and stability, making it a suitable choice for both individual and institutional investors.

  • Open-ended liquid mutual fund
  • Ideal for short-term investments
  • Focus on capital safety and liquidity
  • Invests in high-quality debt instruments
  • Suitable for individual and institutional investors
  • Offers reasonable returns with low risk

Investment Thesis

Invesco India Liquid Fund (W-IDCW) stands out due to its strong promoter credibility and robust digital services growth potential. With attractive valuations compared to peers, it offers a compelling investment opportunity for retail investors seeking stability and growth in their portfolios.

  • Backed by Invesco, a globally recognized asset management firm, ensuring strong credibility.
  • Significant growth in digital services, enhancing fund accessibility and investor engagement.
  • Attractive valuation metrics compared to peer funds, indicating potential for superior returns.
  • Focus on liquid assets provides safety and liquidity, ideal for conservative investors.
  • Consistent performance track record, reinforcing investor confidence.

Opportunity vs Risk

Opportunities
  • Stable returns in low-interest environment
  • Liquidity for short-term investments
  • Diversification in fixed income
  • Tax efficiency for investors
  • Potential for capital preservation
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from underlying assets
  • Market volatility impact
  • Inflation eroding real returns
  • Regulatory changes affecting funds

Peer Perspective

Invesco India Liquid Fund (W-IDCW) trades at a slight premium compared to peers like HDFC Liquid Fund and ICICI Prudential Liquid Fund. A rerating could occur with improved margin stability and consistent inflow growth.
📊 Stock Investment Checklist (100 Points)
Invesco India Liquid Fund(W-IDCW) • Updated: 2025-10-01 03:27:39
  • 10
    Business
    High
    The sector is stable but lacks significant growth drivers.
  • 10
    Growth
    High
    Consistent revenue growth but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are some disclosure issues.
  • 5
    Drivers
    Good
    Limited growth catalysts identified.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows moderate potential but faces challenges in profitability and growth drivers.