Invesco India Short Term Fund - Plan B - Growth

Fund House: Invesco Mutual Fund
Category: Debt: Short Duration
Launch Date: 24-03-2007
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index A-II
TER: 1.08% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 575.31 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.52% | Exit Load: Nil

3753.6631

7.03%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate steady returns with a moderate risk for investors by investing in a portfolio of short term debt and Money Market Instruments. There is no assurance that the investment objective of the Scheme will be achieved

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.09
Average Maturity 3.29

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Invesco India Short Term Fund - Plan B - Growth 24-03-2007 4.61 6.19 6.67 5.42 6.1
Bandhan Short Term Fund - Regular Plan - Growth 14-12-2000 6.04 7.01 7.29 5.99 6.65
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 5.92 7.05 7.27 6.49 7.05
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 5.62 7.13 7.26 6.18 6.85
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 5.62 7.13 7.27 6.19 6.85
HDFC Short Term Fund - Regular Plan - Growth Option 05-06-2010 5.61 6.93 7.26 6.24 7.08
Nippon India Short Term Fund -Growth Plan 01-12-2002 5.53 6.93 7.16 6.03 6.62
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 5.49 6.83 7.07 6.18 6.83
Sundaram Short Duration Fund Growth Plan 01-01-2013 5.38 6.72 6.93 7.41 5.92
HSBC Short Term Fund - Regular Growth 01-01-2013 5.28 6.71 6.93 5.7 6.46

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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