- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Medium Term Plan vs Invesco India Medium Duration Fund compare
Invesco India Medium Duration Fund - Regular - Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Fund | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹228 Cr | ₹2049 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Jul 2021 | 25 Mar 2009 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index B-III | CRISIL Medium Duration Fund CIII Index |
| Turn Over | 40% | 78% |
| Expense Ratio | 1.15 | 1.56 |
| Manager | Krishna Venkat Cheemalapati | Dhaval Joshi |
| ISIN Code | INF205KA1379 | INF209K01603 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 2.15% | 1.93% |
| 6 Month | 4.69% | 6.87% |
| 1 Year | 9.41% | 14.42% |
| 3 Year | 6.59% | 14.27% |
| 5 Year | - | 12.6% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | 2.93% | 4.15% |
| 1 Year | 9.67% | 15.56% |
| 3 Year | 7.85% | 11.54% |
| 5 Year | - | 12.63% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 6.05% | 9.22% |
| 3 Year | 5.01% | 9.95% |
| 5 Year | - | 8.72% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.743% | 9.216% |
| Sharp | -0.548% | 0.725% |
| Beta | 1.535% | 3.163% |
| Alpha | -0.899% | 6.914% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Dhaval Joshi |
| Total AUM | ₹24743 Cr | ₹361932 Cr |
| Funds Managed | 19 | 55 |
| Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Market Cap
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 95.74 |
| Real Estate | - | 1.13 |
| Financial Services | - | 1 |
| Industrials | - | 1.52 |
| Utilities | - | 0.6 |
Top Comparisons
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns16.54%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns17.63%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns15.24%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns8.36%
Sundaram Global Brand Fund Regular Plan - Growth
3Y Returns8.43%
ITI Large Cap Fund Regular - Growth
3Y Returns12.33%
Aditya Birla Sun Life Frontline Equity Fund-Growth
3Y Returns13.58%
