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ICICI Prudential Medium Term Bond Fund vs Invesco India Medium Duration Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High Risk | Moderate |
| Asset Size (Cr) | ₹5695 Cr | ₹228 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 15 Sep 2004 | 17 Jul 2021 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 78% | 40% |
| Expense Ratio | 1.35 | 1.15 |
| Manager | Manish Banthia | Krishna Venkat Cheemalapati |
| ISIN Code | INF109K01AH4 | INF205KA1379 |
| Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.64% | 0.58% |
| 6 Month | 3.9% | 3.34% |
| 1 Year | 7.97% | 7.28% |
| 3 Year | 6.62% | 5.41% |
| 5 Year | 6.72% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 2.09% | - |
| 1 Year | 8.01% | 7.15% |
| 3 Year | 7.49% | 6.76% |
| 5 Year | 6.86% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.45% | 6.05% |
| 3 Year | 7.36% | 5.01% |
| 5 Year | 7.55% | - |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.171% | 1.743% |
| Sharp | 0.271% | -0.548% |
| Beta | 0.987% | 1.535% |
| Alpha | 0.284% | -0.899% |
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Fund Managers
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Name | Manish Banthia | Krishna Venkat Cheemalapati |
| Total AUM | ₹239319 Cr | ₹24743 Cr |
| Fund Manage | 19 | 19 |
| ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 98.99 | 100 |
| Small Cap | 0.97 | - |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 98.99 | 24.73 |
| Units of Real Estate Investment Trust (REITs) | 0.08 | - |
| Units of Infrastructure Investment Trusts | 0.89 | - |
| 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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