info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Invesco Mutual Fund

Invesco India Money Market Fund - Direct Plan - Daily IDCW (Reinvestment)

★★★★★ monitor_heart Health Score: 60/100 · Average

Invesco Mutual Fund · Debt · Money Market Fund

₹1,012.2

+0.0 (+0.0%) trending_up

AUM: ₹5,764 Cr

NAV updated about 2 months ago

Plan

Direct

Option

Idcw

Risk

Low to Moderate

Expense Ratio

0.16%

Exit Load

Nil

Fund Manager

Nitish Sikand

Inception

Jan 2013

Benchmark

NIFTY Money Market Index A-I

Sharpe Ratio

-30.95

Std Dev (1Y)

0.21%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.48%

3m

+1.53%

6m

+2.9%

1y

+5.93%

3y

+7.18%

5y

+6.25%

10y

+6.53%

since inception

+41.02%

rate_review TopFund's Take on Invesco India Money Market Fund - Direct Plan - Daily IDCW (Reinvestment)

Invesco India Money Market Fund - Direct Plan - Daily IDCW (Reinvestment) sits in the middle of the pack for Money Market Fund funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 60/100.

Cost: At 0.16%, the expense ratio is meaningfully cheaper — about 33% below the Money Market Fund category average of 0.24% (based on 64 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -30.95 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.21% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to conservative investors prioritising capital stability and predictable income over high growth.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Financial 92.63%
Unspecified 3.22%
Entities 2.53%
Industrials 1.75%
Technology 0.82%
Healthcare 0.80%

pie_chart Asset Allocation

Certificate of Deposit 58.89%
Commercial Paper 30.26%
Treasury Bills 6.85%
Repo 2.94%
GOI Securities 2.53%
Alternative Investment Fund 0.28%

Frequently Asked Questions about Invesco India Money Market Fund - Direct Plan - Daily IDCW (Reinvestment)

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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