Invesco India Income Plus Arbitrage Active Fund of Fund - Growth Plan

Fund House: Invesco Mutual Fund

Category: Fund of Funds-Income Plus Arbitrage

Status: Open Ended Schemes

Launch Date: 02-07-2025

Minimum Investment: 1000.0

Asset Class: Debt

Minimum Topup: 1000.0

Benchmark: 60% Nifty Corporate Bond Index A-II + 35% Nifty 50 Arbitrage + 5% Nifty 1D Rate Index

Total Assets: 283.08 As on (31-10-2025)

Expense Ratio: 0.44% As on (31-10-2025)

Turn over: 81.00% | Exit Load: Nil

NAV as on 05-12-2025

1020.5314

0.9092

CAGR Since Inception

1.96%

60% Nifty Corporate Bond Index A-II + 35% Nifty 50 Arbitrage + 5% Nifty 1D Rate Index 7.42%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Income Plus Arbitrage Active Fund of Fund - Growth Plan - - - - 1.96
Benchmark - - - - -
Fund of Funds-Income Plus Arbitrage 6.23 9.19 8.43 7.97 4.97

Funds Manager

Mr. Vikas Garg (Fixed Income), Mr. Deepak Gupta(Arbitrage)

RETURNS CALCULATORS for Invesco India Income Plus Arbitrage Active Fund of Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Invesco India Income Plus Arbitrage Active Fund of Fund - Growth Plan

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Invesco India Income Plus Arbitrage Active Fund of Fund - Growth Plan

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Invesco India Income Plus Arbitrage Active Fund of Fund Gr Plan 02-07-2025 0.0 0.0 0.0 0.0 0.0
Franklin India Income Plus Arbitrage Active FOF Gr 05-11-2014 12.3 13.86 13.07 14.09 7.86
Axis Income Plus Arbitrage Active FOF Reg Gr 05-01-2020 7.49 8.71 7.77 6.36 0.0
Kotak Income Plus Arbitrage Omni FOF Reg Plan Gr 17-11-2022 7.47 8.36 8.03 0.0 0.0
ABSL Income Plus Arbitrage Active FOF Reg Plan Gr 01-12-2006 7.33 7.86 7.42 5.93 6.95
Bandhan Income Plus Arbitrage Active FOF Reg Plan Gr 13-09-2004 7.12 7.74 7.26 5.6 6.99
ICICI Pru Income Plus Arbitrage Omni FOF Gr 18-12-2003 5.88 9.92 10.82 10.18 8.85
HSBC Income Plus Arbitrage Active FOF Gr 30-04-2014 4.87 7.58 7.21 5.74 6.39
DSP Income Plus Arbitrage Omni FoF Reg Plan Gr 21-08-2014 3.77 10.97 9.57 6.27 7.41
HDFC Income Plus Arbitrage Active FOF Reg Gr 06-02-2012 -0.2 7.93 11.53 13.29 11.36

Asset Allocation (%)

Key Performance and Risk Statistics of Invesco India Income Plus Arbitrage Active Fund of Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Invesco India Income Plus Arbitrage Active Fund of Fund - Growth Plan - - - - - -
Fund of Funds-Income Plus Arbitrage - - - - - -