INVESCO INDIA LOW DURATION FUND vs Tata Treasury Advantage Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Treasury Advantage Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
Fund INVESCO INDIA LOW DURATION FUND - Regular - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹1253 Cr ₹2167 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 18 Jan 2007 06 Sep 2005
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index A-I CRISIL Low Duration Fund AI Index
Turn Over 0.0% 48.01%
Expense Ratio 0.6 0.57
Manager Krishna Venkat Cheemalapati Abhishek Sonthalia
ISIN Code INF205K01HT0 INF277K01MA9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
1 Month 0.5% 0.58%
6 Month 3.33% 3.74%
1 Year 6.84% 7.42%
3 Year 5.32% 5.98%
5 Year 5.09% 5.83%

SIP Return Analysis

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.79% 7.42%
3 Year 6.16% 6.77%
5 Year 5.36% 6.03%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
1 Year 7.47% 7.7%
3 Year 7.1% 7.58%
5 Year 7.38% 7.85%

Risk Management

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
Standard Deviation 0.65% 0.62%
Sharp -1.15% -0.14%
Beta 1.42% 1.33%
Alpha 2.1% 2.57%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
Name Krishna Venkat Cheemalapati Abhishek Sonthalia
Total AUM ₹24743 Cr ₹28928 Cr
Fund Manage 19 4
INVESCO INDIA LOW DURATION FUND - Regular - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

INVESCO INDIA LOW DURATION FUND - Regular - Growth

Tata Treasury Advantage Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA LOW DURATION FUND - Regular - Growth

Tata Treasury Advantage Fund - Regular Plan - Growth Option

Others 5.66 14.64
Sovereign 1.31 6.7
Financial 74.83 75.64
Construction 8.69 0.4
Consumer Discretionary 1.19 -
Communication 5.18 1.09
Energy 3.14 1.53

Top Comparisons

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns5.82%

VS

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns5.79%

Compare Now

Bajaj Finserv Overnight Fund Regular - Growth Bajaj Finserv Overnight Fund Regular - Growth

3Y Returns0%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns5.85%

Compare Now

Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns18.13%

VS

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns15.24%

Compare Now

PGIM India Hybrid Equity Fund - Growth Option PGIM India Hybrid Equity Fund - Growth Option

3Y Returns6.74%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns12.34%

Compare Now
Request call back
Add to Cart Successfully