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Invesco India Short Term Fund Plan B Growth Mutual Funds Investments

Formerly Lotus India Short Term Plan Instl Gr
Returns (3yrs)
7.41 %
Latest NAV
2692.86

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Short Term Money
Better than FD

Fund Information

as on 31st of May, 06:46 PM

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.

Fund Managers

  • profile-pic
    Sujoy Das
  • expense-ratio
    Expense Ratio
    1.25
    benchmark
    Benchmark
    CRISIL Short Term Bond Fund TR INR
  • Aum image
    AUM
    ₹ 592.97 Crores
    ISIN
    ISIN
    INF205K01UR7
  • Category Risk:

    Moderate Risk

Holding Information

as on 31st of May, 06:46 PM

Top Holding

Rec Limited
9%
Reliance Industries Limited
7%
Housing Development Finance Corporation Limited
7%
Power Finance Corporation Limited
5%
Sundaram Finance Limited
5%

Allocation

Debt
85%
Others
15%
Equity
0%

Investment Return Calculator

as on 31st of May, 06:46 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 31st of May, 06:46 PM
Minimum SIP Amount
0
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Invesco India Short Term Fund - Plan B Growth is a Short Term Debt fund and has delivered an annualised return of 7.41% over a period of 3 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers names are Sujoy Das. 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. The fund charges 1.25000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.