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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹1,341 Cr
Lock In Period
N/A
Expense Ratio
1.05
Benchmark
Crisil Short-Term Bond Fund Index
Exit Load
Nil
Summary
Latest details for Invesco India Short Duration Fund - Plan B Growth include a ₹3662.5974 NAV as of Feb 20,2026 and returns since inception of 22.87%. Minimum investments start at SIP ₹0. The Invesco India Short Duration Fund - Plan B Growth AUM is ₹1,341 Cr, with a lock-in of N/A years, expense ratio of 1.05%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2026-01-31
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About Fund
Invesco India Short Duration Fund - Plan B Growth managed by Invesco Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹1,341 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 1.05. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata Short Term Bond Fund - Growth | 2 | 3282.35 CR | 1.17 |
| This FundMirae Asset Short Duration Fund Growth | 2 | 553.24 CR | 1.08 |
| This FundInvesco India Short Duration Fund - Plan B Growth | 1 | 1340.81 CR | 1.05 |
| This FundHDFC Short Term Debt Fund - Growth | 4 | 17416.2 CR | 0.7 |
| This FundFranklin India Short Term Income Plan Growth | 0 | 36.54 CR | 1.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Short Term Bond Fund - Growth | 6.3463 | 22.3079 |
| This FundMirae Asset Short Duration Fund Growth | 6.8183 | 22.6725 |
| This FundInvesco India Short Duration Fund - Plan B Growth | 6.8432 | 22.8727 |
| This FundHDFC Short Term Debt Fund - Growth | 7.4233 | 25.0586 |
| This FundFranklin India Short Term Income Plan Growth | 192.0971 | 219.539 |
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 1.05. 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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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 ₹1,341 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.
Min Inv Amount: ₹500