INVESCO INDIA LOW DURATION FUND vs Aditya Birla Sun Life Low Duration Fund compare

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tortoise-icon INVESCO INDIA LOW DURATION FUND - Regular - Growth

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tortoise-icon Aditya Birla Sun Life Low Duration Fund - Growth Plan

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Chart Comparison

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

Overview

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
Fund INVESCO INDIA LOW DURATION FUND - Regular - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹1253 Cr ₹10806 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Jan 2007 01 May 1998
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index A-I CRISIL Low Duration Fund BI Index
Turn Over 0.0% 20%
Expense Ratio 0.6 1.22
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205K01HT0 INF209K01LQ0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Month 0.63% 0.56%
6 Month 3.36% 3.56%
1 Year 6.86% 6.88%
3 Year 5.2% 5.54%
5 Year 5.14% 5.84%

SIP Return Analysis

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
6 Month - -
1 Year 3% 3.13%
3 Year 8.53% 9.3%
5 Year 13.26% 15.04%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Year 4.48% 5.15%
3 Year 10.66% 12.21%
5 Year 13.61% 15.43%

Risk Management

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
Standard Deviation 0.65% 0.59%
Sharp -1.15% -0.24%
Beta 1.42% 1.28%
Alpha 2.1% 2.42%

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Fund Managers

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
Name Krishna Venkat Cheemalapati Dhaval Joshi
Total AUM ₹24743 Cr ₹361932 Cr
Fund Manage 19 55
INVESCO INDIA LOW DURATION FUND - Regular - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan

Market Cap

Scheme Name

INVESCO INDIA LOW DURATION FUND - Regular - Growth

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Others 100 97.7

Sector Allocation

Scheme Name

INVESCO INDIA LOW DURATION FUND - Regular - Growth

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Others 5.66 4.35
Sovereign 1.31 12.37
Financial 74.83 73.78
Construction 8.69 1.97
Consumer Discretionary 1.19 -
Communication 5.18 4.82
Energy 3.14 0.41

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