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  • Invesco Mutual Funds
  • Invesco India Corporate Bond Fund Plan B (Growth)

Formerly Invesco India Active Inc B Gr

Invesco Mutual Funds

Invesco India Corporate Bond Fund Plan B (Growth)

DebtCorporate Bond

1497.6848

NAV (Jan 20)

6.1%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1497.6848

NAV (Jan 20)

Fund Returns

Last 1Y
3.3%
Last 3Y
6.1%
Last 5Y
7.5%
Last 10Y
NA
Since Inception
4.9%
6 Month CAGR
2.8%

Scheme Information

Investment Objective

To generate regular and stable income by investing predominantly in bonds issued by corporates. The scheme will invest in bonds which are rated AA+/ AAA by credit rating agencies.

Expense Ratio
0.66
Launched (17y ago)
Aug 02, 2007
AUM in Crores
3193.161
ISIN
INF205K01RR3
Lock-in
No Lock-in
Benchmark
NIFTY Corporate Bond TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
3.3
Standard Deviation (5yr)
2.6
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.521
Sharpe Ratio (5yr)
-0.287
YTM
7.61
Fund Managers

Vikas Garg

Fund Manager

Krishna Cheemalapati

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Corporate Bond Fund Plan B (Growth)70%8,78,517 1,45,9057.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2016-01-20

Top Debt Holdings

7.18% govt stock 2033

6%
6%

7.18% govt stock 2037

5.4%
5.4%

7.17% govt stock 2030

3.1%
3.1%

7.26% govt stock 2033

2.8%
2.8%

7.32% govt stock 2030

2.8%
2.8%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,923 cr

₹ 10,293 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 77,609 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 39 equity,121 debt and 9 hybrid funds.amc-img
phone-img022-67310000
Fund NameScripbox Opinion
Till Date CAGR

39.6%

12.8%

39.5%

12.6%

39.5%

12.6%

19.7%

12.9%

4.6%

6.8%

Invesco India Corporate Bond Fund Plan B (G) Review

Invesco India Corporate Bond Fund Plan B (G) is a Corporate Bond Debt fund and has delivered an annualised return of 4.9% over a period of 16 years. The fund was previously known as Invesco India Active Inc B Gr. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Krishna Cheemalapati, Vikas Garg.

Nav of Invesco India Corporate Bond Fund Plan B (G) as of 1/20/2016 is ₹1497.68 with the total AUM as of 4/23/2024 is ₹3193.161. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Corporate Bond Fund Plan B (G) was launched on Aug 02, 2007. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Invesco India Corporate Bond Fund Plan B (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Invesco India Corporate Bond Fund Plan B (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Corporate Bond TR INR.

Invesco India Corporate Bond Fund Plan B (G) is rated as a 0 fund in Debt and delivered 3.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Corporate Bond Fund Plan B (G).

Frequently Asked Questions

What is Invesco India Corporate Bond Fund Plan B (G)?

Invesco India Corporate Bond Fund Plan B (G) is a Corporate Bond Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Invesco India Corporate Bond Fund Plan B (G)?

You can invest in Invesco India Corporate Bond Fund Plan B (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Invesco India Corporate Bond Fund Plan B (G)?

The minimum sip amount for Invesco India Corporate Bond Fund Plan B (G) is ₹0. You can invest in multiples of ₹5000.

Is Invesco India Corporate Bond Fund Plan B (G) good to invest in?

As per Scripbox experts, Invesco India Corporate Bond Fund Plan B (G) is a Not Reviewed Yet fund. You can investInvesco India Corporate Bond Fund Plan B (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Invesco India Corporate Bond Fund Plan B (G)?

The expense ratio of the Invesco India Corporate Bond Fund Plan B (G) is 0.66% for regular plan.