MUTUAL FUNDS
Invesco Asset Management (India) (AMC) announces Change in Risk-o-Meters of scheme, benchmark index
Jun-10-2025

Invesco Mutual Fund has informed that the Risk-o-meter of Invesco India Ultra Short Duration Fund (an open ended ultra-short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 months to 6 months with relatively low interest rate risk and moderate credit risk) has been revised from ‘Moderate’ to ‘Low to Moderate’

Further, the Risk level of the first-tier benchmark index (CRISIL Hybrid 35+65 - Aggressive Index) of Invesco India Aggressive Hybrid Fund (an open-ended hybrid scheme investing predominantly in equity and equity related instruments) has been revised from ‘Very High to ‘High’.

The above changes in Schemes Risk-o-meter and Risk level of first tier benchmark index are as on May 31, 2025 and is applicable with immediate effect. 

Pursuant to above changes, necessary changes will be carried out at relevant places in Scheme Information Document (‘SID’) and Key Information Memorandum (‘KIM’) of the above-mentioned Schemes. 

All other terms & conditions of the SID and KIM of the above-mentioned Schemes will remain unchanged. This addendum forms an integral part of the SID / KIM of the above-mentioned Schemes as amended from time to time.


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