- Mutual Funds
- Invesco Mutual Funds
- Invesco India Short Term Fund Plan B (Growth)
Formerly Lotus India Short Term Plan Instl Gr
Invesco India Short Term Fund Plan B (Growth)
₹ 3130.4087
NAV (Dec 06)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 3130.4087
NAV (Dec 6)
Fund Returns
Last 1Y | 5.8% |
Last 3Y | 3.6% |
Last 5Y | 6% |
Last 10Y | 6.6% |
Since Inception | 7.1% |
6 Month CAGR | 2.3% |
Scheme Information
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 | 440.795 |
ISIN | INF205K01UR7 |
Lock-in | No Lock-in |
Benchmark | Nifty Short Duration Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.3 |
Standard Deviation (5yr) | 1.8 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.195 |
Sharpe Ratio (5yr) | 0.444 |
YTM | 7.6 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Invesco India Short Term Fund Plan B (Growth) | 8,46,471 | 1,13,859 | 6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
triparty repo
10.7%7.38% govt stock 2027
8.7%7.17% govt stock 2030
7.9%7.06% govt stock 2028
6.8%national bank for agriculture and rural development
5.6%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
Invesco Asset Management (India) Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
31.3% | 11.1% | ||
5.3% | 6.5% | ||
31.3% | 11% | ||
5.3% | 6.2% | ||
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 16 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 12/6/2023 is ₹3130.41 with the total AUM as of 12/7/2023 is ₹440.795. 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 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 5.8% 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)?
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.