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 |
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 | 1.31% | 1.4% |
6 Month | 3.56% | 3.95% |
1 Year | 7.96% | 8.54% |
3 Year | 5.8% | 6.52% |
5 Year | - | 6.31% |
SIP Return Analysis
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.53% | 2.8% |
1 Year | 8.36% | 9.02% |
3 Year | 7.4% | 8% |
5 Year | - | 6.84% |
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% |
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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 |
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 |
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