Invesco India Credit Risk Fund - Regular Plan - Discretionary IDCW
Performance chart
Past performance may or may not be sustained in future.
Quick take
- Over 5 years it returned 7.1% a year.
- Volatility over 3 years was 1.8% a year, with a Sharpe ratio of 0.92.
- Its biggest fall from a peak was 8.3% (15 Jan 2019 to 12 Jun 2019).
- Across all 3-year periods since launch, yearly returns ranged from 1.5% to 9.9% and were positive 100% of the time.
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | -0.08% | -0.17% | +0.32% | +3.40% | +4.76% | +5.88% | +7.54% | +8.13% | +7.07% | +6.68% | +5.31% | +6.21% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Regular Growth plans in Credit Risk Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +4.76% | +9.19% | +7.29% | +11.62% | +2.23% | +2.79% | +7.98% | -4.55% | +4.08% | +7.09% | +10.92% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 1.77% | 2.18% |
| Sharpe ratio ? | 0.92 | 0.26 |
| Sortino ratio ? | 2.28 | 0.76 |
| Maximum drawdown | -0.54% | -1.15% |
Rolling 3-year returns (yearly)
Rolling 5-year returns (yearly)
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR |
|---|---|---|---|---|
| 1Y | ₹1,20,000 | ₹1,23,518 | ₹3,518 | +5.46% |
| 3Y | ₹3,60,000 | ₹4,01,255 | ₹41,255 | +7.17% |
| 5Y | ₹6,00,000 | ₹7,28,331 | ₹1,28,331 | +7.68% |
| 10Y | ₹12,00,000 | ₹16,46,826 | ₹4,46,826 | +6.17% |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Credit Risk Funds (12)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Fund house
- Invesco Mutual Fund
- Category
- Credit Risk Funds · Debt
- Plan / option
- Regular · IDCW (income distribution)
- AMFI scheme code
- 130726
- ISIN
- INF205K01I59, INF205K01I75
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
About Credit Risk Funds
Credit Risk Funds invest at least 65% in bonds rated AA and below. Higher interest comes with a real risk of default.
Generally used by only investors who understand and accept credit risk.
Other plans of this scheme
Questions about this scheme
What is the NAV of Invesco India Credit Risk Fund today?
What returns has Invesco India Credit Risk Fund given?
What is the expense ratio of Invesco India Credit Risk Fund?
How risky is this fund?
What is the difference between Direct and Regular plans?
What are Credit Risk Funds?
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