Invesco India Ultra Short Term Fund Direct Growth
DebtUltra Short DurationLow to Moderate Risk
Direct
NAV (21-Feb-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,391 Cr
Expense Ratio
0.24%
ISIN
INF205K01TH0
Minimum SIP
₹1,000
Exit Load
No Charges
Inception Date
01 Jan 2013
About this fund
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹2797.00, Assets Under Management (AUM) of 1390.94 Crores, and an expense ratio of 0.24%.
- Invesco India Ultra Short Term Fund Direct Growth has given a CAGR return of 7.38% since inception.
- The fund's asset allocation comprises around 0.00% in equities, 39.75% in debts, and 59.98% in cash & cash equivalents.
- You can start investing in Invesco India Ultra Short Term Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+7.75%
+6.82% (Cat Avg.)
3 Years
+6.77%
+6.17% (Cat Avg.)
5 Years
+5.89%
+5.36% (Cat Avg.)
10 Years
+7.01%
+5.55% (Cat Avg.)
Since Inception
+7.38%
— (Cat Avg.)
Portfolio Summaryas of 31st January 2025
| Debt | ₹552.95 Cr | 39.75% |
| Others | ₹837.99 Cr | 60.25% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| 182 DTB 18102024 | Bond - Gov't/Treasury | ₹84.51 Cr | 6.08% |
| HDFC Bank Limited | Cash - CD/Time Deposit | ₹49.67 Cr | 3.57% |
| Axis Bank Ltd. | Cash - CD/Time Deposit | ₹48.91 Cr | 3.52% |
| Canara Bank | Cash - CD/Time Deposit | ₹48.83 Cr | 3.51% |
| 182 DTB 31072025 | Bond - Gov't/Treasury | ₹48.42 Cr | 3.48% |
| Kotak Mahindra Bank Limited | Cash - CD/Time Deposit | ₹43.93 Cr | 3.16% |
| Cholamandalam Investment And Finance Company Limited | Bond - Corporate Bond | ₹40.13 Cr | 2.88% |
| Export Import Bank Of India | Bond - Corporate Bond | ₹39.53 Cr | 2.84% |
| Net Receivables / (Payables) | Cash | ₹39.19 Cr | 2.82% |
| Ongc Petro Additions Limited | Bond - Corporate Bond | ₹30.03 Cr | 2.16% |
| 364 DTB | Bond - Gov't/Treasury | ₹29.86 Cr | 2.15% |
| Export Import Bank Of India | Bond - Corporate Bond | ₹29.75 Cr | 2.14% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹25.08 Cr | 1.80% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹25.05 Cr | 1.80% |
| Godrej Industries Limited | Bond - Corporate Bond | ₹25.04 Cr | 1.80% |
| Tata Realty And Infrastructure Limited | Bond - Corporate Bond | ₹25.01 Cr | 1.80% |
| Tata Projects Ltd. | Bond - Corporate Bond | ₹25.01 Cr | 1.80% |
| National Housing Bank | Bond - Corporate Bond | ₹25 Cr | 1.80% |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | ₹24.99 Cr | 1.80% |
| Punjab National Bank | Cash - CD/Time Deposit | ₹24.99 Cr | 1.80% |
| Bajaj Housing Finance Limited | Bond - Corporate Bond | ₹24.95 Cr | 1.79% |
| Muthoot Finance Limited | Bond - Corporate Bond | ₹24.95 Cr | 1.79% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹24.92 Cr | 1.79% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹24.88 Cr | 1.79% |
| Canara Bank | Cash - CD/Time Deposit | ₹24.8 Cr | 1.78% |
| Rbl Bank Limited | Cash - CD/Time Deposit | ₹24.8 Cr | 1.78% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹24.78 Cr | 1.78% |
| Godrej Properties Limited | Cash - Commercial Paper | ₹24.76 Cr | 1.78% |
| Tata Capital Housing Finance Limited | Bond - Corporate Bond | ₹24.58 Cr | 1.77% |
| Infina Finance Private Limited | Cash - Commercial Paper | ₹24.52 Cr | 1.76% |
| Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited) | Cash - CD/Time Deposit | ₹24.51 Cr | 1.76% |
| Bank Of Baroda | Cash - CD/Time Deposit | ₹24.48 Cr | 1.76% |
| Canara Bank | Cash - CD/Time Deposit | ₹24.47 Cr | 1.76% |
| Axis Bank Ltd. | Cash - CD/Time Deposit | ₹24.47 Cr | 1.76% |
| Bank Of Baroda | Cash - CD/Time Deposit | ₹24.44 Cr | 1.76% |
| Infina Finance Private Limited | Cash - Commercial Paper | ₹24.4 Cr | 1.75% |
| Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited) | Cash - CD/Time Deposit | ₹24.34 Cr | 1.75% |
| Kotak Mahindra Bank Limited | Cash - CD/Time Deposit | ₹24.13 Cr | 1.73% |
| LIC Housing Finance Ltd | Cash - Commercial Paper | ₹23.88 Cr | 1.72% |
| HDFC Bank Limited | Cash - CD/Time Deposit | ₹23.5 Cr | 1.69% |
| Bank Of Baroda | Cash - CD/Time Deposit | ₹23.32 Cr | 1.68% |
| ICICI Securities Limited | Cash - Commercial Paper | ₹23.19 Cr | 1.67% |
| Shriram Finance Limited | Bond - Corporate Bond | ₹15.07 Cr | 1.08% |
| Summit Digitel Infrastructure Limited | Bond - Corporate Bond | ₹14.79 Cr | 1.06% |
| Pnb Housing Finance Limited | Cash - Commercial Paper | ₹14.27 Cr | 1.03% |
| Au Small Finance Bank Limited | Cash - CD/Time Deposit | ₹14.25 Cr | 1.02% |
| INDIA UNIVERSAL TRUST AL1 | Bond - Asset Backed | ₹12.07 Cr | 0.87% |
| Sundaram Finance Limited | Bond - Corporate Bond | ₹9.99 Cr | 0.72% |
| National Bank For Agriculture And Rural Development | Cash - CD/Time Deposit | ₹9.98 Cr | 0.72% |
| Shriram Transport Finance Company Limited | Bond - Corporate Bond | ₹9.98 Cr | 0.72% |
| Tata Projects Limited | Bond - Corporate Bond | ₹7.98 Cr | 0.57% |
| Shriram Transport Finance Company Limited | Bond - Corporate Bond | ₹5.01 Cr | 0.36% |
| Corporate Debt Market Development Fund Class A2 | Mutual Fund - Open End | ₹3.76 Cr | 0.27% |
| Triparty Repo | Cash - Repurchase Agreement | ₹2.79 Cr | 0.20% |
| Century Textiles And Industried Limited | Bond - Corporate Bond | ₹1 Cr | 0.07% |
Allocation By Credit Quality (Debt)
AAA
AA
Other Allocation
Equity Sector
Debt & Others
| Instruments | Amount | Holdings |
|---|---|---|
| Bond - Corporate Bond | ₹527.49 Cr | 37.92% |
| Cash - CD/Time Deposit | ₹507.81 Cr | 36.51% |
| Bond - Gov't/Treasury | ₹162.79 Cr | 11.70% |
| Cash - Commercial Paper | ₹135.03 Cr | 9.71% |
| Cash | ₹39.19 Cr | 2.82% |
| Bond - Asset Backed | ₹12.07 Cr | 0.87% |
| Mutual Fund - Open End | ₹3.76 Cr | 0.27% |
| Cash - Repurchase Agreement | ₹2.79 Cr | 0.20% |
Risk & Performance Ratios
Standard Deviation
This fund
0.47%
Cat. avg.
0.59%
Lower the better
Sharpe Ratio
This fund
1.00
Cat. avg.
-0.48
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
-0.22
Higher the better
Fund Managers
Krishna Cheemalapati
Since January 2020
Vikas Garg
Since July 2021
Additional Scheme Detailsas of 31st January 2025
ISIN INF205K01TH0 | Expense Ratio 0.24% | Exit Load No Charges | Fund Size ₹1,391 Cr | Age 12 years 1 month | Lumpsum Minimum ₹1,000 | Fund Status Open Ended Investment Company | Benchmark NIFTY Ultra Short Duration Debt TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Ultra Short Duration Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| PGIM India Ultra Short Duration Fund Regular Growth Low to Moderate Risk | 0.9% | 0.0% | ₹197.09 Cr | 6.8% |
| Canara Robeco Ultra Short Term Fund Regular Growth Low to Moderate Risk | 0.9% | 0.0% | ₹537.21 Cr | 6.8% |
| Baroda BNP Paribas Ultra Short Duration Fund Regular Growth Low to Moderate Risk | 0.5% | 0.0% | ₹1552.86 Cr | 7.4% |
| Baroda BNP Paribas Ultra Short Duration Fund Direct Growth Low to Moderate Risk | 0.3% | 0.0% | ₹1552.86 Cr | 7.6% |
| LIC MF Ultra Short Duration Fund Direct Growth Moderate Risk | 0.3% | 0.0% | ₹361.35 Cr | 7.7% |
| LIC MF Ultra Short Duration Fund Regular Growth Moderate Risk | 0.9% | 0.0% | ₹361.35 Cr | 6.9% |
| UTI Ultra Short Term Fund Regular Growth Moderate Risk | 0.9% | 0.0% | ₹3448.00 Cr | 7.2% |
| Nippon India Ultra Short Duration Fund Regular Growth Moderate Risk | 1.1% | 0.0% | ₹7666.37 Cr | 7.2% |
| Mahindra Manulife Ultra Short Duration Fund Regular Growth Low to Moderate Risk | 0.7% | 0.0% | ₹229.86 Cr | 7.3% |
| Mahindra Manulife Ultra Short Duration Fund Direct Growth Low to Moderate Risk | 0.3% | 0.0% | ₹229.86 Cr | 7.8% |
About the AMC
Invesco Mutual Fund
Total AUM
₹1,08,211 Cr
Address
Unit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013 Maharashtra, India
Other Funds by Invesco Mutual Fund
Risk Level
Your principal amount will be at Low to Moderate Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Invesco India Ultra Short Term Fund Direct Growth?
What are the returns of Invesco India Ultra Short Term Fund Direct Growth?
What is the portfolio composition of Invesco India Ultra Short Term Fund Direct Growth?
Who manages the Invesco India Ultra Short Term Fund Direct Growth?
- Krishna Cheemalapati
- Vikas Garg
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Invesco India Ultra Short Term Fund Direct Growth
DebtUltra Short DurationLow to Moderate Risk
Direct
NAV (21-Feb-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,391 Cr
Expense Ratio
0.24%
ISIN
INF205K01TH0
Minimum SIP
₹1,000
Exit Load
No Charges
Inception Date
01 Jan 2013
Risk Level
Your principal amount will be at Low to Moderate Risk
About this fund
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹2797.00, Assets Under Management (AUM) of 1390.94 Crores, and an expense ratio of 0.24%.
- Invesco India Ultra Short Term Fund Direct Growth has given a CAGR return of 7.38% since inception.
- The fund's asset allocation comprises around 0.00% in equities, 39.75% in debts, and 59.98% in cash & cash equivalents.
- You can start investing in Invesco India Ultra Short Term Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+7.75%
+6.82% (Cat Avg.)
3 Years
+6.77%
+6.17% (Cat Avg.)
5 Years
+5.89%
+5.36% (Cat Avg.)
10 Years
+7.01%
+5.55% (Cat Avg.)
Since Inception
+7.38%
— (Cat Avg.)
Portfolio Summaryas of 31st January 2025
| Debt | ₹552.95 Cr | 39.75% |
| Others | ₹837.99 Cr | 60.25% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| 182 DTB 18102024 | Bond - Gov't/Treasury | ₹84.51 Cr | 6.08% |
| HDFC Bank Limited | Cash - CD/Time Deposit | ₹49.67 Cr | 3.57% |
| Axis Bank Ltd. | Cash - CD/Time Deposit | ₹48.91 Cr | 3.52% |
| Canara Bank | Cash - CD/Time Deposit | ₹48.83 Cr | 3.51% |
| 182 DTB 31072025 | Bond - Gov't/Treasury | ₹48.42 Cr | 3.48% |
| Kotak Mahindra Bank Limited | Cash - CD/Time Deposit | ₹43.93 Cr | 3.16% |
| Cholamandalam Investment And Finance Company Limited | Bond - Corporate Bond | ₹40.13 Cr | 2.88% |
| Export Import Bank Of India | Bond - Corporate Bond | ₹39.53 Cr | 2.84% |
| Net Receivables / (Payables) | Cash | ₹39.19 Cr | 2.82% |
| Ongc Petro Additions Limited | Bond - Corporate Bond | ₹30.03 Cr | 2.16% |
| 364 DTB | Bond - Gov't/Treasury | ₹29.86 Cr | 2.15% |
| Export Import Bank Of India | Bond - Corporate Bond | ₹29.75 Cr | 2.14% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹25.08 Cr | 1.80% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹25.05 Cr | 1.80% |
| Godrej Industries Limited | Bond - Corporate Bond | ₹25.04 Cr | 1.80% |
| Tata Realty And Infrastructure Limited | Bond - Corporate Bond | ₹25.01 Cr | 1.80% |
| Tata Projects Ltd. | Bond - Corporate Bond | ₹25.01 Cr | 1.80% |
| National Housing Bank | Bond - Corporate Bond | ₹25 Cr | 1.80% |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | ₹24.99 Cr | 1.80% |
| Punjab National Bank | Cash - CD/Time Deposit | ₹24.99 Cr | 1.80% |
| Bajaj Housing Finance Limited | Bond - Corporate Bond | ₹24.95 Cr | 1.79% |
| Muthoot Finance Limited | Bond - Corporate Bond | ₹24.95 Cr | 1.79% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹24.92 Cr | 1.79% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹24.88 Cr | 1.79% |
| Canara Bank | Cash - CD/Time Deposit | ₹24.8 Cr | 1.78% |
| Rbl Bank Limited | Cash - CD/Time Deposit | ₹24.8 Cr | 1.78% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹24.78 Cr | 1.78% |
| Godrej Properties Limited | Cash - Commercial Paper | ₹24.76 Cr | 1.78% |
| Tata Capital Housing Finance Limited | Bond - Corporate Bond | ₹24.58 Cr | 1.77% |
| Infina Finance Private Limited | Cash - Commercial Paper | ₹24.52 Cr | 1.76% |
| Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited) | Cash - CD/Time Deposit | ₹24.51 Cr | 1.76% |
| Bank Of Baroda | Cash - CD/Time Deposit | ₹24.48 Cr | 1.76% |
| Canara Bank | Cash - CD/Time Deposit | ₹24.47 Cr | 1.76% |
| Axis Bank Ltd. | Cash - CD/Time Deposit | ₹24.47 Cr | 1.76% |
| Bank Of Baroda | Cash - CD/Time Deposit | ₹24.44 Cr | 1.76% |
| Infina Finance Private Limited | Cash - Commercial Paper | ₹24.4 Cr | 1.75% |
| Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited) | Cash - CD/Time Deposit | ₹24.34 Cr | 1.75% |
| Kotak Mahindra Bank Limited | Cash - CD/Time Deposit | ₹24.13 Cr | 1.73% |
| LIC Housing Finance Ltd | Cash - Commercial Paper | ₹23.88 Cr | 1.72% |
| HDFC Bank Limited | Cash - CD/Time Deposit | ₹23.5 Cr | 1.69% |
| Bank Of Baroda | Cash - CD/Time Deposit | ₹23.32 Cr | 1.68% |
| ICICI Securities Limited | Cash - Commercial Paper | ₹23.19 Cr | 1.67% |
| Shriram Finance Limited | Bond - Corporate Bond | ₹15.07 Cr | 1.08% |
| Summit Digitel Infrastructure Limited | Bond - Corporate Bond | ₹14.79 Cr | 1.06% |
| Pnb Housing Finance Limited | Cash - Commercial Paper | ₹14.27 Cr | 1.03% |
| Au Small Finance Bank Limited | Cash - CD/Time Deposit | ₹14.25 Cr | 1.02% |
| INDIA UNIVERSAL TRUST AL1 | Bond - Asset Backed | ₹12.07 Cr | 0.87% |
| Sundaram Finance Limited | Bond - Corporate Bond | ₹9.99 Cr | 0.72% |
| National Bank For Agriculture And Rural Development | Cash - CD/Time Deposit | ₹9.98 Cr | 0.72% |
| Shriram Transport Finance Company Limited | Bond - Corporate Bond | ₹9.98 Cr | 0.72% |
| Tata Projects Limited | Bond - Corporate Bond | ₹7.98 Cr | 0.57% |
| Shriram Transport Finance Company Limited | Bond - Corporate Bond | ₹5.01 Cr | 0.36% |
| Corporate Debt Market Development Fund Class A2 | Mutual Fund - Open End | ₹3.76 Cr | 0.27% |
| Triparty Repo | Cash - Repurchase Agreement | ₹2.79 Cr | 0.20% |
| Century Textiles And Industried Limited | Bond - Corporate Bond | ₹1 Cr | 0.07% |
Allocation By Credit Quality (Debt)
AAA
AA
Other Allocation
Equity Sector
Debt & Others
| Instruments | Amount | Holdings |
|---|---|---|
| Bond - Corporate Bond | ₹527.49 Cr | 37.92% |
| Cash - CD/Time Deposit | ₹507.81 Cr | 36.51% |
| Bond - Gov't/Treasury | ₹162.79 Cr | 11.70% |
| Cash - Commercial Paper | ₹135.03 Cr | 9.71% |
| Cash | ₹39.19 Cr | 2.82% |
| Bond - Asset Backed | ₹12.07 Cr | 0.87% |
| Mutual Fund - Open End | ₹3.76 Cr | 0.27% |
| Cash - Repurchase Agreement | ₹2.79 Cr | 0.20% |
Risk & Performance Ratios
Standard Deviation
This fund
0.47%
Cat. avg.
0.59%
Lower the better
Sharpe Ratio
This fund
1.00
Cat. avg.
-0.48
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
-0.22
Higher the better
Fund Managers
Krishna Cheemalapati
Since January 2020
Vikas Garg
Since July 2021
Additional Scheme Detailsas of 31st January 2025
ISIN INF205K01TH0 | Expense Ratio 0.24% | Exit Load No Charges | Fund Size ₹1,391 Cr | Age 12 years 1 month | Lumpsum Minimum ₹1,000 | Fund Status Open Ended Investment Company | Benchmark NIFTY Ultra Short Duration Debt TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Ultra Short Duration Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| PGIM India Ultra Short Duration Fund Regular Growth Low to Moderate Risk | 0.9% | 0.0% | ₹197.09 Cr | 6.8% |
| Canara Robeco Ultra Short Term Fund Regular Growth Low to Moderate Risk | 0.9% | 0.0% | ₹537.21 Cr | 6.8% |
| Baroda BNP Paribas Ultra Short Duration Fund Regular Growth Low to Moderate Risk | 0.5% | 0.0% | ₹1552.86 Cr | 7.4% |
| Baroda BNP Paribas Ultra Short Duration Fund Direct Growth Low to Moderate Risk | 0.3% | 0.0% | ₹1552.86 Cr | 7.6% |
| LIC MF Ultra Short Duration Fund Direct Growth Moderate Risk | 0.3% | 0.0% | ₹361.35 Cr | 7.7% |
| LIC MF Ultra Short Duration Fund Regular Growth Moderate Risk | 0.9% | 0.0% | ₹361.35 Cr | 6.9% |
| UTI Ultra Short Term Fund Regular Growth Moderate Risk | 0.9% | 0.0% | ₹3448.00 Cr | 7.2% |
| Nippon India Ultra Short Duration Fund Regular Growth Moderate Risk | 1.1% | 0.0% | ₹7666.37 Cr | 7.2% |
| Mahindra Manulife Ultra Short Duration Fund Regular Growth Low to Moderate Risk | 0.7% | 0.0% | ₹229.86 Cr | 7.3% |
| Mahindra Manulife Ultra Short Duration Fund Direct Growth Low to Moderate Risk | 0.3% | 0.0% | ₹229.86 Cr | 7.8% |
About the AMC
Invesco Mutual Fund
Total AUM
₹1,08,211 Cr
Address
Unit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013 Maharashtra, India
Other Funds by Invesco Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Invesco India Ultra Short Term Fund Direct Growth?
What are the returns of Invesco India Ultra Short Term Fund Direct Growth?
What is the portfolio composition of Invesco India Ultra Short Term Fund Direct Growth?
Who manages the Invesco India Ultra Short Term Fund Direct Growth?
- Krishna Cheemalapati
- Vikas Garg
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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