Debt · Short Term

Invesco India Short Term Fund

Invesco Mutual Fund

Benchmark

NIFTY Short Duration Debt Index A-II

Riskometer

Moderate

Size

₹541 cr

Allotted

24 Mar 2007

Holdings as of

Not on record

Invesco India Short Term Fund is a short term fund of Invesco Mutual Fund with ₹541 cr under management. It is ahead of its benchmark (NIFTY Short Duration Debt Index A-II) in 4 of 4 periods. Its direct plan charges 0.39% a year. Vikas Garg has managed it for 6.1 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Invesco India Short Term Fund invested in?

Mix not on record

Has Invesco India Short Term Fund beaten its benchmark?

Ahead of its benchmark, NIFTY Short Duration Debt Index A-II, in 4 of 4 periods in AMFI's figures; +4.24% over the last year against +3.97%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−0.20%	−3.60%	—
3 months	+0.31%	−5.03%	—
6 months	+2.07%	−1.83%	—
1 year	+4.24%	−4.06%	+8.30 pts
3 years	+7.15%	+9.27%	−2.12 pts
5 years	+6.13%	+8.00%	−1.87 pts
10 years	+6.76%	+12.69%	−5.93 pts
Since start from 2 Jan 2013	+50.05%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 14 Oct 2026

Ahead of its benchmark (NIFTY Short Duration Debt Index A-II) in 4 of 4 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+4.24%	+3.53%	+3.97%	+0.27	🔒
3y	+7.14%	+6.56%	+6.52%	+0.62	🔒
5y	+6.13%	+5.43%	+5.80%	+0.33	🔒
10y	+6.75%	+5.98%	+6.48%	+0.27	🔒

Ahead in points a year · its rank among Short Term funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 14 Oct 2026

Fund 192Nifty 500 TRI 327

₹100 put in at the start of Oct 2016 would be ₹192 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Invesco India Short Term Fund cost?

0.39% a year on the direct plan, 1.07% on the regular plan; 12 of 22 funds in its category charge less.

Direct plan

0.39% a year

Category median 0.38%

Regular plan

1.07% a year

Category median 0.99%

Gap

0.68 points

for the same holdings

12 of 22 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Income/Debt Oriented Schemes - Short Term Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Invesco India Short Term Fund?

Vikas Garg, since 26 Sep 2020; Krishna Cheemalapati, since 16 Dec 2020.

Vikas Garg

6.1 years

since 26 Sep 2020

Krishna Cheemalapati

5.8 years

since 16 Dec 2020

Benchmark as filedNIFTY Short Duration Debt Index A-II

Exit load

Nil

From 1 Scheme Summary Documents filed with NSE, first on 7 Sep 2026; as on 7 Sep 2026

Questions people ask

Who manages Invesco India Short Term Fund?

Vikas Garg (manager) since 26 Sep 2020; Krishna Cheemalapati (manager) since 16 Dec 2020.

What is the expense ratio of Invesco India Short Term Fund?

0.39% a year on the direct plan and 1.07% on the regular plan (expense report, Oct 2026).

How has Invesco India Short Term Fund done?

Its direct plan returned +7.14% a year over 3 years against +6.52% for its benchmark, NIFTY Short Duration Debt Index A-II, as of 14 Oct 2026.