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Invesco India Short Duration Fund - Plan B Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹725 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(%)
1M0.220.67192.10
6M2.863.09192.10
1Y4.845.94192.10
3Y6.8915.95219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.53%
  • Others
As on: 2026-07-15
View allocation % by

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 ₹725 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
DSP Short Term Fund Growth23,522 CR0.95
Kotak Bond Short Term Fund (G) - Growth414,481 CR1.12
Invesco India Short Duration Fund - Plan B Growth0725 CR1.07
HDFC Short Term Debt Fund - Growth415,120 CR0.71
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundDSP Short Term Fund Growth5.02822.0303
This FundKotak Bond Short Term Fund (G) - Growth4.969122.0594
This FundInvesco India Short Duration Fund - Plan B Growth4.843222.1128
This FundHDFC Short Term Debt Fund - Growth5.697924.0841
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 : 0.22%
  • 6 Months : 2.86%
  • 1 Year : 4.84%
  • 3 Years : 6.89%
Returns of Invesco India Short Duration Fund - Plan B Growth are updated daily based on NAV of ₹ 3754.9577 as on Aug 07,2026. Since inception, the return has been 22.11%.

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 ₹725 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.