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Aditya Birla Sun Life Savings Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare

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tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Fund INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹1391 Cr ₹16798 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2010 17 Apr 2003
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I NIFTY Ultra Short Duration Debt Index B-I
Turn Over 24% 24%
Expense Ratio 0.79 0.55
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205K01TM0 INF209K01LZ1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Month 0.94% 1.03%
6 Month 3.84% 4.07%
1 Year 7.44% 7.95%
3 Year 6.55% 7.01%
5 Year 5.39% 6.26%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month 2.05% 2.13%
1 Year 7.72% 8.2%
3 Year 7.22% 7.65%
5 Year 6.21% 6.75%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 7.48% 7.56%
3 Year 7.59% 7.75%
5 Year 7.64% 8.14%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.503% 0.456%
Sharp -0.612% 0.762%
Beta 3.759% 2.926%
Alpha -0.962% -0.357%

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Fund Managers

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Name Krishna Venkat Cheemalapati Dhaval Joshi
Total AUM ₹24743 Cr ₹361932 Cr
Funds Managed 19 55
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Market Cap

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 100

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