INVESCO INDIA LOW DURATION FUND vs Axis Treasury Advantage Fund compare

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

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tortoise-icon Axis Treasury Advantage Fund - Retail Plan - Growth Option

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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 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 Low to Moderate Low to Moderate
Asset Size (Cr) ₹1253 Cr ₹5174 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 18 Jan 2007 15 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 B-I
Turn Over 0.0% 0.0%
Expense Ratio 0.6 0.63
Manager Krishna Venkat Cheemalapati Devang Shah
ISIN Code INF205K01HT0 INF846K01479
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Month 0.63% 0.72%
6 Month 3.36% 3.77%
1 Year 6.86% 7.65%
3 Year 5.2% 6.06%
5 Year 5.14% 6.04%

SIP Return Analysis

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
6 Month - -
1 Year 3% 3.34%
3 Year 8.53% 9.81%
5 Year 13.26% 15.69%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Year 4.48% 5.29%
3 Year 10.66% 12.67%
5 Year 13.61% 16.08%

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%

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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 99.97

Sector Allocation

Scheme Name

INVESCO INDIA LOW DURATION FUND - Regular - Growth

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Others 5.66 99.97
Sovereign 1.31 -
Financial 74.83 -
Construction 8.69 -
Consumer Discretionary 1.19 -
Communication 5.18 -
Energy 3.14 -

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