INVESCO INDIA LOW DURATION FUND vs Axis Treasury Advantage Fund compare
INVESCO INDIA LOW DURATION FUND - Regular - Growth
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Low to Moderate Risk |
Asset Size (Cr) | ₹1673 Cr | ₹5964 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Jan 2007 | 03 Mar 2010 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index A-I | NIFTY Low Duration Debt Index A-I |
Turn Over | 0.0% | 0.0% |
Expense Ratio | 0.6 | 0.66 |
Manager | Krishna Venkat Cheemalapati | Devang Shah |
ISIN Code | INF205K01HT0 | INF846K01479 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Month | 0.54% | 0.61% |
6 Month | 3.23% | 3.65% |
1 Year | 6.69% | 7.63% |
3 Year | 5.63% | 6.5% |
5 Year | 5.1% | 5.99% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 6.48% | 7.36% |
3 Year | 6.31% | 7.14% |
5 Year | 5.48% | 6.34% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Year | 7.42% | 7.67% |
3 Year | 7.07% | 7.35% |
5 Year | 7.36% | 7.38% |
Risk Management
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Standard Deviation | 0.65% | 0.62% |
Sharp | -1.15% | 0.16% |
Beta | 1.42% | 1.35% |
Alpha | 2.1% | 2.8% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | Devang Shah |
Total AUM | ₹24743 Cr | ₹60014 Cr |
Fund Manage | 19 | 15 |
INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100 | 100.87 |
Sector Allocation
Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100 | 100.87 |
Top Comparisons
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns20.67%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns20.05%
ITI Value Fund Regular - Growth
3Y Returns15.75%
Quant Value Fund Regular - Growth
3Y Returns21.47%
Kotak Consumption Fund - Regular (G)
3Y Returns0%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns17.1%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns10.75%
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
3Y Returns6.47%