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Axis Strategic Bond Fund vs Invesco India Medium Duration Fund compare
Invesco India Medium Duration Fund - Regular - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High Risk |
| Asset Size (Cr) | ₹228 Cr | ₹1981 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Jul 2021 | 28 Mar 2012 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index B-III | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 40% | 20% |
| Expense Ratio | 1.15 | 1.16 |
| Manager | Krishna Venkat Cheemalapati | Devang Shah |
| ISIN Code | INF205KA1379 | INF846K01BP2 |
| Exits Load | Data not available./365 | Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.58% | 0.62% |
| 6 Month | 3.34% | 3.82% |
| 1 Year | 7.28% | 8.17% |
| 3 Year | 5.41% | 6.69% |
| 5 Year | - | 6.77% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.22% | 8.04% |
| 3 Year | 6.77% | 7.69% |
| 5 Year | - | 6.94% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.05% | 7.47% |
| 3 Year | 5.01% | 7.81% |
| 5 Year | - | 7.98% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.743% | 1.314% |
| Sharp | -0.548% | 0.255% |
| Beta | 1.535% | 1.093% |
| Alpha | -0.899% | 0.297% |
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Fund Managers
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Devang Shah |
| Total AUM | ₹24743 Cr | ₹60014 Cr |
| Fund Manage | 19 | 15 |
| Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100.02 |
Sector Allocation
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 24.73 | 100.02 |
| Sovereign | 39.42 | - |
| Financial | 13.99 | - |
| Consumer Staples | 1.75 | - |
| Construction | 2.18 | - |
| Energy | 10.09 | - |
| Communication | 5.65 | - |
| Capital Goods | 2.19 | - |
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