INVESCO INDIA LOW DURATION FUND vs UTI Low Duration Fund compare

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

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tortoise-icon UTI Low Duration Fund - Regular 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 UTI Low Duration Fund - Regular Plan - Growth Option
Fund INVESCO INDIA LOW DURATION FUND - Regular - Growth UTI Low Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹1253 Cr ₹2428 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 18 Jan 2007 21 Mar 2003
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% 252.27%
Expense Ratio 0.6 0.44
Manager Krishna Venkat Cheemalapati Anurag Mittal
ISIN Code INF205K01HT0 INF789F01OT9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth UTI Low Duration Fund - Regular Plan - Growth Option
1 Month 0.52% 0.64%
6 Month 3.33% 3.72%
1 Year 6.61% 7.34%
3 Year 5.01% 7.56%
5 Year 5.13% 7.05%

SIP Return Analysis

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth UTI Low Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3% 3.31%
3 Year 8.53% 10.35%
5 Year 13.26% 18.52%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth UTI Low Duration Fund - Regular Plan - Growth Option
1 Year 4.48% 6.31%
3 Year 10.66% 15.32%
5 Year 13.61% 18.89%

Risk Management

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth UTI Low Duration Fund - Regular Plan - Growth Option
Standard Deviation 0.65% 2.54%
Sharp -1.15% 0.72%
Beta 1.42% -0.18%
Alpha 2.1% 1.48%

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Fund Managers

Scheme Name INVESCO INDIA LOW DURATION FUND - Regular - Growth UTI Low Duration Fund - Regular Plan - Growth Option
Name Krishna Venkat Cheemalapati Anurag Mittal
Total AUM ₹24743 Cr ₹35669 Cr
Fund Manage 19 7
INVESCO INDIA LOW DURATION FUND - Regular - Growth UTI Low Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

INVESCO INDIA LOW DURATION FUND - Regular - Growth

UTI Low Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA LOW DURATION FUND - Regular - Growth

UTI Low Duration Fund - Regular Plan - Growth Option

Others 5.66 7.86
Sovereign 1.31 1.18
Financial 74.83 85.05
Construction 8.69 -
Consumer Discretionary 1.19 -
Communication 5.18 3.87
Energy 3.14 -
Consumer Staples - 2.04

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