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  • Invesco Mutual Funds
  • Invesco India Short Term Fund Plan B (Growth)

Formerly Lotus India Short Term Plan Instl Gr

Invesco Mutual Funds

Invesco India Short Term Fund Plan B (Growth)

DebtShort Term

2978.559

NAV (Jan 27)

4.7%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in short term mutual funds.

Short term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total 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 ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Rolling Returns

Satisfactory

The performance of the fund on a Rolling Returns metric has been Satisfactory

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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

2978.559

NAV (Jan 27)

Fund Returns

Last 1Y

2.8%

Last 3Y

4.7%

Last 5Y

5.9%

Last 10Y

6.6%

Since Inception

7.1%

6 Month CAGR

2.4%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate steady returns with a moderate risk for investors by investing in a portfolio of short term debt and Money Market Instruments.

Expense Ratio

1.2

Launched (16y ago)

Mar 24, 2007

AUM in Crores

401.233

ISIN

INF205K01UR7

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

2

Standard Deviation (5yr)

1.9

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.281

Sharpe Ratio (5yr)

0.384

YTM

7.37

Fund Managers

Vikas Garg

Fund Manager

Krishna Cheemalapati

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Short Term Fund Plan B (Growth)70%844,389 111,7775.9%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-27

Top Debt Holdings

triparty repo

7.7%
7.7%

7.38% govt stock 2027

7.5%
7.5%

7.35% govt stock 2024

6.3%
6.3%

national housing bank

6.2%
6.2%

mahindra and mahindra limited

6.2%
6.2%
See all holdings

Compare Invesco India Short Term Fund Plan B (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

-

₹ 52,076 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 49,057 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,116 debt and 9 hybrid funds.

amc-img

  • 022-67310000
  • mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    16.2%

    8.8%

    4.3%

    6.5%

    16.2%

    8.6%

    4.3%

    6.1%

    6%

    6.5%

    Invesco India Short Term Fund Plan B (G) Review

    Invesco India Short Term Fund Plan B (G) is a Short Term Debt fund and has delivered an annualised return of 7.1% over a period of 15 years. The fund was previously known as Lotus India Short Term Plan Instl Gr. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Krishna Cheemalapati, Vikas Garg.

    Nav of Invesco India Short Term Fund Plan B (G) as of 1/27/2023 is ₹2978.56 with the total AUM as of 1/28/2023 is ₹401.233. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Short Term Fund Plan B (G) was launched on Mar 24, 2007. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Invesco India Short Term 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 Short Term 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 Short Duration Debt TR INR.

    Invesco India Short Term Fund Plan B (G) is rated as a 2 fund in Debt and delivered 2.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Short Term Fund Plan B (G).

    Frequently Asked Questions

    What is Invesco India Short Term Fund Plan B (G)?

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

    How to invest in Invesco India Short Term Fund Plan B (G)?

    You can invest in Invesco India Short Term 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 Short Term Fund Plan B (G)?

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

    Is Invesco India Short Term Fund Plan B (G) good to invest in?

    As per Scripbox experts, Invesco India Short Term Fund Plan B (G) is a Neutral fund. You can investInvesco India Short Term 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 Short Term Fund Plan B (G)?

    The expense ratio of the Invesco India Short Term Fund Plan B (G) is 1.2% for regular plan.