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  • 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

Neutral

Click here for top ranked funds in corporate bond mutual funds.

However, Scripbox does not recommend investing in corporate bond mutual funds.

Corporate Bond Funds are mandated to invest a minimum of 80% of total assets in Corporate Bonds of the highest ratings.The category is one of the largest categories within the Debt Segment(9 % of total debt funds assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

3,675 Cr. Large within the category

Impact of Interest Rate Changes

Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

Credit Quality Of Fund's Portfolio

Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

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Short Term Money

Short Term Money

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  • graph-icon-gray
    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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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%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Moderate Risk

Expense Ratio

0.65

Launched (14y ago)

Aug 02, 2007

AUM in Crores

3674.072

ISIN

INF205K01RR3

Lock-in

No Lock-in

Benchmark

CRISIL Corp Bond Composite Index TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Krishna Cheemalapati

Fund Manager

user-avatar

Vikas Garg

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)

Kotak Savings Fund (G)

₹ 13,499 cr

5

₹ 11,691 cr

5

₹ 33,567 cr

5

₹ 8,400 cr

5

₹ 31,118 cr

5

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About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,645 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,111 debt and 14 hybrid funds.

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  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.3%

    12%

    17.3%

    12%

    17.3%

    12%

    23.7%

    15.9%

    4.1%

    6.5%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Invesco India Corporate Bond Fund Plan B (G)

    About Invesco India Corporate Bond Fund Plan B (G)

    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 14 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

    Invesco India Corporate Bond Fund Plan B (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Invesco India Corporate Bond Fund Plan B (G) NAV,AUM,Risk

    The Invesco India Corporate Bond Fund Plan B (G) fund was launched on Aug 02, 2007. The NAV (Net Asset Value) of this Corporate Bond Debt fund as of 2016-01-20 is ₹1497.68. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹3674.072. The category risk of the Invesco India Corporate Bond Fund Plan B (G) fund is Moderate Risk. The fund charges 0.65 % as expense ratio.

    Invesco India Corporate Bond Fund Plan B (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 87.9% in this asset class. The top three holdings of the fund are , triparty repo , 5.22% goi 2025 , 5.63% govt stock 2026 , sikka ports & terminals limited , net receivables / (payables) , national bank for agriculture and rural development , reliance industries limited , indian oil corporation limited , 7.68% govt stock 2023 , reliance jio infocomm limited , 6.10% govt stock 2031 , lic housing finance limited , national bank for agriculture and rural development , oil & natural gas corporation limited , national housing bank , hdb financial services limited , housing development finance corporation limited , state bank of india , power finance corporation limited , jamnagar utilities & power private limited , bajaj finance limited , larsen and toubro limited , mahindra & mahindra limited , national housing bank , 06.30 rj sdl 2023 , rural electrification corporation limited , export-import bank of india , small industries development bank of india , 7.27% govt stock 2026 , bajaj housing finance limited , kotak mahindra prime limited , summit digitel infrastructure private limited , 6.18% govt stock 2024 , reliance ports and terminals limited , bajaj housing finance limited , sundaram finance limited , 6.79% govt stock 2027 , national housing bank , summit digitel infrastructure private limited , kotak mahindra prime limited , lic housing finance limited , reliance industries limited , bajaj finance limited , rec limited , national housing bank , 7.32% govt stock 2024 , national bank for agriculture and rural development , jamnagar utilities & power private limited , indian railway finance corporation limited , indian railway finance corporation limited , hdb financial services limited , bajaj finance limited , hdb financial services limited , bajaj housing finance limited , credila financial services private limited , lic housing finance limited , kotak mahindra prime limited , hdb financial services limited , kotak mahindra prime limited , bajaj housing finance limited , hindustan petroleum corporation limited , rural electrification corporation limited , lic housing finance limited , bajaj housing finance limited , jamnagar utilities & power private limited , lic housing finance limited , 8.21% tamil nadu sdl 2025 , 9.25% maharashtra sdl 2023 , kotak mahindra prime limited , 8.25% maharashtra sdl 2025 , housing development finance corporation limited , rural electrification corporation limited , housing development finance corporation limited , rural electrification corporation limited , sbi cards & payment services limited , housing development finance corporation limited , larsen and toubro limited , national bank for agriculture and rural development , sundaram finance limited , power finance corporation limited , axis bank limited , power finance corporation limited , national bank for agriculture and rural development , national bank for agriculture and rural development , bajaj finance limited , indian railway finance corporation limited

    Invesco India Corporate Bond Fund Plan B (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    Invesco India Corporate Bond Fund Plan B (G) Investment volatility and Horizon

    This fund 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 CRISIL Corp Bond Composite Index TR INR.

    Invesco India Corporate Bond Fund Plan B (G) Review

    Invesco India Corporate Bond Fund Plan B (G) has a score of 3 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Corporate Bond Fund Plan B (G) has a score of 4out of 5 The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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