Axis Strategic Bond Fund vs Invesco India Medium Duration Fund compare

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tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

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tortoise-icon Axis Strategic Bond Fund - Regular Plan - Growth Option

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Chart Comparison

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

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
Asset Size (Cr) ₹228 Cr ₹1926 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 1.06
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 0.7% 0.79%
6 Month 3.89% 4.35%
1 Year 7.87% 8.71%
3 Year 5.05% 6.46%
5 Year - 7.15%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.45% 8.34%
3 Year 6.58% 7.59%
5 Year - 6.92%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 5.98% 7.42%
3 Year 4.77% 7.87%
5 Year - 8.03%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 2.1% 1.34%
Sharp - 0.32%
Beta - 0.69%
Alpha - 0.47%

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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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