Invesco India Medium Duration Fund(IDCW)
Ticker: mf17063
Decent
68/100
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H
HSBC Dynamic Bond Fund(A-IDCW Payout)
The fund shows decent potential but is hindered by inconsistent growth and valuation concerns.
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H
HSBC Dynamic Bond Fund(M-IDCW Payout)
The fund shows moderate potential but faces challenges in growth and profitability metrics.
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H
HSBC Dynamic Bond Fund(A-IDCW)
The fund shows decent potential but lacks strong growth drivers and has some risks associated with cash flow and governance.
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HSBC Dynamic Bond Fund(M-IDCW)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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I
ITI Ultra Short Duration Fund(A-IDCW)
The fund shows potential but faces challenges in growth consistency and profitability metrics. Caution is advised for new investors.
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ITI Ultra Short Duration Fund(M-IDCW)
The fund shows several weaknesses in growth and profitability metrics, indicating a risky investment.
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I
ITI Ultra Short Duration Fund(DD-IDCW)
The fund shows potential but carries significant risks due to inconsistent growth and profitability metrics.
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S
SBI FMP-76-1221D(IDCW)
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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I
Invesco India Banking and PSU Fund(M-IDCW)
The fund shows potential in the banking and PSU sectors but faces challenges in profitability and valuation metrics.
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I
Invesco India Banking and PSU Fund(DD-IDCW)
The fund operates in a stable sector with moderate growth potential, but faces challenges in consistency and valuation.
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E
Edelweiss Government Securities Fund(A-IDCW)
The fund shows potential but is hindered by inconsistent growth and profitability metrics, making it a risky investment.
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E
Edelweiss Government Securities Fund(M-IDCW)
The fund shows potential but carries significant risks due to market volatility and governance concerns.
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E
Edelweiss Government Securities Fund(F-IDCW)
The fund has a decent score with stable returns but is sensitive to interest rate fluctuations and market conditions.
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E
Edelweiss Government Securities Fund(W-IDCW)
The fund shows decent potential but faces challenges in profitability and valuation metrics. Caution is advised.
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E
Edelweiss Government Securities Fund(IDCW)
Edelweiss Government Securities Fund is a stable investment option with moderate growth potential, suitable for conservative investors.
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U
Union Income Plus Arbitrage Active FOF(IDCW)
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Business Overview
Invesco India Medium Duration Fund (IDCW) is designed for investors seeking stable returns through a medium-duration debt investment strategy. This fund is ideal for those looking to balance risk and return while aiming for capital preservation. It invests primarily in high-quality debt instruments, making it a suitable choice for conservative investors and those planning for medium-term financial goals. With a focus on liquidity and potential tax efficiency, this fund stands out in the Indian mutual fund landscape.
- Targeted for medium-term investors
- Focus on high-quality debt instruments
- Aims for capital preservation
- Offers potential tax efficiency
- Suitable for conservative investment strategies
Investment Thesis
Invesco India Medium Duration Fund stands out due to its strong promoter credibility and robust digital services growth potential. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking stable returns in a dynamic market.
- Backed by Invesco, a globally recognized asset management firm with a strong track record.
- Capitalizes on the growing demand for digital services in India, enhancing growth prospects.
- Offers attractive valuation metrics, making it a cost-effective choice among peers.
- Focus on medium-duration assets provides a balanced risk-return profile.
- Well-positioned to benefit from India's economic recovery and rising investor confidence.
Opportunity vs Risk
Opportunities
- Stable income through medium duration bonds
- Potential for capital appreciation
- Diversification in fixed income portfolio
- Attractive yields compared to savings accounts
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond issuers
- Market volatility affecting NAV
- Liquidity risk in bond markets
Peer Perspective
Invesco India Medium Duration Fund is currently trading at a slight premium compared to peers like HDFC Medium Term Fund and ICICI Prudential Medium Duration Fund, requiring consistent margin stability for potential rerating.
📊 Stock Investment Checklist (100 Points)
Invesco India Medium Duration Fund(IDCW) • Updated: 2025-10-01 03:28:27
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF shows some volatility.
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8ValuationHighP/E and P/B ratios are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable with adequate reserves.
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6GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.