Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Medium Duration Fund vs Invesco India Medium Duration Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Medium Duration Fund - Regular Growth

Invest Now

Chart Comparison

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

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
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 1.97% 1.87%
6 Month 4.99% 5.22%
1 Year 9.72% 10.03%
3 Year 6.61% 7.18%
5 Year - 6.65%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
6 Month 3.21% 3.25%
1 Year 10.22% 10.54%
3 Year 8.05% 8.53%
5 Year - 7.14%

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% -0.245%
Beta 1.535% 1.306%
Alpha -0.899% -0.255%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 100 100

Top Comparisons

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns17.75%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns11.03%

Compare Now

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns16.02%

VS

Motilal Oswal Large Cap Fund - Regular (G) Motilal Oswal Large Cap Fund - Regular (G)

3Y Returns0%

Compare Now

NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

3Y Returns6.49%

VS

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

3Y Returns0%

Compare Now

Franklin Asian Equity Fund - Growth Plan Franklin Asian Equity Fund - Growth Plan

3Y Returns1.36%

VS

Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan

3Y Returns5.84%

Compare Now
Add to Cart Successfully