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HSBC Medium Duration Fund vs Invesco India Medium Duration Fund compare
Invesco India Medium Duration Fund - Regular - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate Risk |
| Asset Size (Cr) | ₹228 Cr | ₹744 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Jul 2021 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index B-III | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 40% | 54% |
| Expense Ratio | 1.15 | 1.1 |
| Manager | Krishna Venkat Cheemalapati | Shriram Ramanathan |
| ISIN Code | INF205KA1379 | INF917K01TH0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.58% | 0.6% |
| 6 Month | 3.34% | 3.64% |
| 1 Year | 7.28% | 7.72% |
| 3 Year | 5.41% | 6.07% |
| 5 Year | - | 6% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.15% | 7.64% |
| 3 Year | 6.76% | 7.33% |
| 5 Year | - | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.05% | 7.09% |
| 3 Year | 5.01% | 6.1% |
| 5 Year | - | 6.39% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.743% | 1.516% |
| Sharp | -0.548% | -0.19% |
| Beta | 1.535% | 1.291% |
| Alpha | -0.899% | -0.273% |
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Fund Managers
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Shriram Ramanathan |
| Total AUM | ₹24743 Cr | ₹32638 Cr |
| Fund Manage | 19 | 11 |
| Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 24.73 | 100 |
| 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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