Invesco India Short Term Fund - Plan B Growth Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Invesco India Short Term Fund - Plan B Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹575 Cr

Lock In Period

N/A

Expense Ratio

1.08

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

Invesco India Short Term Fund - Plan B Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.23-0.70192.10
6M2.283.74192.10
1Y4.304.12192.10
3Y6.5914.25219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.41%
  • Others
As on: 2026-08-31
View allocation % by

1. 7.96% Pipeline Infrastructure Private Limited 20294.38%
2. 7.55% Indian Railway Finance Corporation Limited 20304.36%
3. 7.4% Export Import Bank of India 20294.34%
4. Muthoot Finance Limited 2029 (FRN)4.32%
5. 7.44% Power Finance Corporation Limited 20304.32%
6. 7.3388% ICICI Home Finance Company Limited 20284.31%
7. 7.23% Export Import Bank of India 20314.31%
8. 7.25% UltraTech Cement Limited 20314.30%
9. 7.7% Bajaj Finance Limited 20294.30%
10. 7.4% Small Industries Dev Bank of India 20314.29%
11. 6.85% National Bank For Agriculture and Rural Development 20294.27%
12. 6.92% Indian Railway Finance Corporation Limited 20314.24%
13. 7.70% LIC Housing Finance Limited 20283.47%
14. 7.1652% Mindspace Business Parks REIT 20293.43%
15. 9.15% Piramal Finance Limited 20272.62%
16. 7.55% REC Limited 20282.61%
17. 6.94% Government of India 20362.61%
18. 8% Adani Power Limited 20282.59%
19. 6.48% Government of India 20352.53%
20. Triparty Repo2.44%
21. Net Receivables / (Payables)2.30%
22. 7.87% Lodha Developers Limited 20292.26%
23. 7.39% Small Industries Dev Bank of India 20301.72%
24. 7.25% Bajaj Housing Finance Limited 20291.09%
25. 8.3% Torrent Power Limited 20270.87%
26. 7.44% State Government Securities 20330.87%
27. 7.4% Summit Digitel Infrastructure Limited 20280.87%
28. 9.05% Reliance Industries Limited 20280.72%
29. India Universal Trust0.42%
30. 7.725% Larsen & Toubro Limited 20280.35%

1. 6.92% State Government Securities 20304.32%
2. 6.78% State Government Securities 20314.28%

1. 8.30% REC Limited 20294.43%
2. 7.85% Power Finance Corporation Limited 20280.87%
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About Fund Invesco India Short Term Fund - Plan B Growth

Invesco India Short Term Fund - Plan B Growth managed by Invesco Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹575 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 1.08. 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
Groww Short Term Fund Growth095 CR1.06
DSP Short Term Fund Growth23,235 CR0.96
Invesco India Short Term Fund - Plan B Growth0575 CR1.08
IDBI Short Term Bond Fund Growth025 CR0.75
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundGroww Short Term Fund Growth4.869820.8173
This FundDSP Short Term Fund Growth4.679721.0585
This FundInvesco India Short Term Fund - Plan B Growth4.303821.0874
This FundIDBI Short Term Bond Fund Growth6.206223.353
This FundFranklin India Short Term Income Plan Growth192.0971219.539

Invesco India Short Term Fund - Plan B Growth FAQs

Invesco India Short Term 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 Term Fund - Plan B Growth is 1.08. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Invesco India Short Term Fund - Plan B Growth’s fund performance is as follows:
  • 1 Month : -0.23%
  • 6 Months : 2.28%
  • 1 Year : 4.30%
  • 3 Years : 6.59%
Returns of Invesco India Short Term Fund - Plan B Growth are updated daily based on NAV of ₹ 3747.4597 as on Sep 17,2026. Since inception, the return has been 21.09%.

You can invest in Invesco India Short Term 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 Term Fund - Plan B Growth is ₹575 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Invesco India Short Term 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.