Invesco India Short Term Fund - Plan B

AMC: INVESCO Low Risk Debt Short Duration

📊 Quick Summary Of This Page

Invesco India Short Term Fund - Plan B is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.89%
Expense Ratio
Mr. Gaurav Jakhotia
Fund Manager
Growth
Plan Type
24 Mar 2007
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

Invesco India Short Term Fund - Plan B does not yet have a 5-year performance history.

The average return for Short Duration funds is 36.25% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 8.82% 3.96%
2 Year Return 21.18% 10.60%
3 Year Return 28.91% 18.11%
4 Year Return 35.33% 26.83%
5 Year Return 56.95% 36.25%
6 Year Return 68.75% 46.67%
7 Year Return 91.91% 59.31%
Expense Ratio 0.89% -
NAV History
Fund Information

AMC: INVESCO

Category: Debt • Short Duration

Launch Date: 24 Mar 2007

Fund Manager: Mr. Gaurav Jakhotia

Minimum Purchase: ₹5,000

Exit Load:

Lock-in: 0

Risk: Low Risk

About This Fund

Invesco India Short Term Fund - Plan B is managed by INVESCO and belongs to the Debt category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Invesco India Short Term Fund - Plan B is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Invesco India Short Term Fund - Plan B depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Invesco India Short Term Fund - Plan B holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Invesco India Short Term Fund - Plan B, based on the latest portfolio data.

Invesco India Short Term Fund - Plan B currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Invesco India Short Term Fund - Plan B is , which represents the annual cost charged for managing the fund.

Invesco India Short Term Fund - Plan B manages assets worth approximately , representing the total investor capital under management.

Invesco India Short Term Fund - Plan B carries a risk profile based on its portfolio composition, volatility and market exposure.

Invesco India Short Term Fund - Plan B performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Invesco India Short Term Fund - Plan B can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Invesco India Short Term Fund - Plan B is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Invesco India Short Term Fund - Plan B and making investment decisions.

Yes, Invesco India Short Term Fund - Plan B provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Invesco India Short Term Fund - Plan B may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Invesco India Short Term Fund - Plan B to estimate returns and wealth creation over different time periods.