Invesco India Short Duration Plan B-Growth
Invesco India Short Duration Plan B-Growth: Mutual Fund Overview
Invesco India Short Duration Plan B-Growth is an Short Duration mutual fund with over 18.97 years of performance history. The scheme manages an AUM of ₹1064.3 Cr and has a NAV of ₹3668.9498. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.65%.
Debt, Short Duration, Principal at moderate risk
1 Year Return 6.65% at 12 Mar 2026 06:32 PM
Fund Details
NAV 3668.9498
Sub-Type Short Duration
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 18.97
Fund Size(in Crores) 1064.3
Fund Performance
1 Month 0.42%
3 Month 0.85%
6 Month 2.21%
1 Year 6.65%
3 Year 7.07%
5 Year 5.54%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.88%) Market Cap Small Cap 13.01 Mid Cap 25.19 Large Cap 58.67 Top Sectors Financial 24.69 Services 15.4 Healthcare 11.23 Technology 9.52 Capital Goods 7.64 Automobile 7.58 Materials 5.12 Consumer Discretionary 4.81 Chemicals 3.09 Consumer Staples 3 Communication 2.91 Metals & Mining 1.07 Textiles 0.82 Top Holding PI Industries 1.07 Persistent Systems 2.85 Grindwell Norton 1.07 Mahindra & Mahindra 2.01 Indiamart 0.71 Eternal 5.13 CG Power 0.86 Berger Paints India 0.92 Sheela Foam 0.31 Ipca Laboratories 0.93 Aavas Financiers 0.7 Syngene International 0.43 Dixon Technologies (India) 2.72 Dr. Lal Pathlabs 1.57 Infosys 0.5 Shree Cement 0.84 AU Small Finance Bank 0.95 Kotak Mahindra Bank 3.78 Motherson Wiring 0.91 Info Edge (India) 3.15 Eris Lifesciences 0.7 Affle 3I 0.83 Global Health 1.7 Pidilite Industries 1.13 Jubilant FoodWorks 0.73 MTZ Polyfilms 0 Gland Pharma 0.63 Avenue Supermarts 3.23 Titan Company 3.91 Coforge 2.67 Maruti Suzuki India 2.24 Mukerian Papers 0 United Foodbrands 0.2 Marico 1.09 Page Industries 0.82 Torrent Pharmaceuticals 1.25 Poly Medicure 0.77 Havells India 1.15 Eicher Motors 2.42 Trent 2.24 Nestle India 1.02 Ajanta Pharma 1.84 Polycab India 1.94 ICICI Bank 6.67 Spartek Ceramics India 0 Schaeffler India 0.96 Bharti Airtel 2.91 Asian Paints 1.03 HDFC Bank 6.01 Bajaj Finance 6.58 LTIMindtree 2.66 Rossari Biotech 0.37 Clean Science And Technology 0.53 Metro Brands 0.59 Astral 2.33 Nihon Nirmaan 0 Cohance Lifesciences 0.27 3M India 0.89 Divi's Laboratories 1.14
Debt & Others (3.12%) Sector Allocation CBLO 0.03 GOI Securities 0.22 Net Current Assets 2.87 Debt Credit Ratings Debt Category Others 2.9 GOI 0.22
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M 0.54% Ret 1Y 4.49% Ret 3Y 5.41% Ret 5Y 4.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M 0.54% Ret 1Y 4.49% Ret 3Y 5.41% Ret 5Y 4.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M 0.54% Ret 1Y 4.49% Ret 3Y 5.41% Ret 5Y 4.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Krishna Venkat Cheemalapati
Education Mr. Cheemalapati is a B.E., PGDBA and CFA from ICFAI Hyderabad.
Experience Prior to joining Invesco Mutual Fund, he has worked with Reliance General Insurance Company Ltd. as CIO and with ICAP India Pvt. Ltd as fixed income dealer.
Gaurav Jakhotia
Education B.E. (Computer Engineering Mumbai University), PGDM (Financial Services)
Experience Prior to joining Invesco AMC, he was associated with Reliance Nippon Life Insurance Company Ltd, HDFC Life Insurance Company Ltd, IndiaFirst Life Insurance Company Ltd, Trust Financial Consultancy Services Pvt. Ltd.
Vikas Garg
Education Mr. Garg is CFA MBA Finance, B-Tech and M- Tech
Experience Prior to joining Invesco India Mutual Fund, he has worked with L&T Mutual Fund as Fund Manager, Fidelity International as Credit analyst and Research Associate- Credit, ICRA as Sr Analyst and Indian Oil Corporation Ltd as Project manager.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2007-03-24
Total AUM 140945.99
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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