Invesco India Short Duration Fund - Plan B Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Invesco India Short Duration Fund - Plan B Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹753 Cr

Lock In Period

N/A

Expense Ratio

1.07

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

Invesco India Short Duration Fund - Plan B Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.010.75192.10
6M2.122.99192.10
1Y4.725.72192.10
3Y6.6915.83219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.55%
  • Others
As on: 2026-08-15
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About Fund Invesco India Short Duration Fund - Plan B Growth

Invesco India Short Duration Fund - Plan B Growth managed by Invesco Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹753 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 1.07. Under the expert guidance of Gaurav Jakhotia ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Gaurav Jakhotia

Mr. Gaurav Jakhotia holds B.E. (Computer Engineering Mumbai University), PGDM (Financial Services). Prior to joining Invesco AMC, he was associated with Reliance Nippon Life Insurance Company Ltd, HDFC Life Insurance Company Ltd, IndiaFirst Life Insurance Company Ltd, Trust Financial Consultancy Services Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Mirae Asset Short Term Fund Growth2523 CR1.07
DSP Short Term Fund Growth23,556 CR0.96
Invesco India Short Duration Fund - Plan B Growth0753 CR1.07
ICICI Prudential Short Term Fund Growth419,416 CR1.05
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundMirae Asset Short Term Fund Growth4.807421.0812
This FundDSP Short Term Fund Growth4.998821.4118
This FundInvesco India Short Duration Fund - Plan B Growth4.718521.439
This FundICICI Prudential Short Term Fund Growth6.036423.521
This FundFranklin India Short Term Income Plan Growth192.0971219.539

Invesco India Short Duration Fund - Plan B Growth FAQs

Invesco India Short Duration Fund - Plan B Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Invesco India Short Duration Fund - Plan B Growth is 1.07. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Invesco India Short Duration Fund - Plan B Growth’s fund performance is as follows:
  • 1 Month : -0.01%
  • 6 Months : 2.12%
  • 1 Year : 4.72%
  • 3 Years : 6.69%
Returns of Invesco India Short Duration Fund - Plan B Growth are updated daily based on NAV of ₹ 3742.4642 as on Aug 28,2026. Since inception, the return has been 21.44%.

You can invest in Invesco India Short Duration Fund - Plan B Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Invesco India Short Duration Fund - Plan B Growth is ₹753 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Invesco India Short Duration Fund - Plan B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.