Invesco India Medium Duration Fund vs Aditya Birla Sun Life Medium Term Plan compare
Invesco India Medium Duration Fund - Regular - Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Fund | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹239 Cr | ₹1861 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Jul 2021 | 25 Mar 2009 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index B-III | CRISIL Medium Duration Fund CIII Index |
| Turn Over | 40% | 78% |
| Expense Ratio | 1.3 | 1.58 |
| Manager | Krishna Venkat Cheemalapati | Dhaval Joshi |
| ISIN Code | INF205KA1379 | INF209K01603 |
| Exits Load | Nil/365 | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./365 |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.81% | 0.8% |
| 6 Month | 3.87% | 4.46% |
| 1 Year | 7.51% | 8.01% |
| 3 Year | 4.74% | 12.77% |
| 5 Year | - | 8.81% |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.33% | 3.21% |
| 3 Year | 8.45% | 17.2% |
| 5 Year | 8.45% | 31.16% |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 5.98% | 9.14% |
| 3 Year | 4.77% | 9.82% |
| 5 Year | - | 8.69% |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 2.1% | 9.4% |
| Sharp | - | 0.71% |
| Beta | - | 1.35% |
| Alpha | - | 6.74% |
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| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Dhaval Joshi |
| Total AUM | ₹24743 Cr | ₹361932 Cr |
| Fund Manage | 19 | 55 |
| Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100.01 |
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 24.73 | 3.36 |
| Sovereign | 39.42 | 47.56 |
| Financial | 13.99 | 29.59 |
| Consumer Staples | 1.75 | 0.54 |
| Construction | 2.18 | 10.11 |
| Energy | 10.09 | 1.37 |
| Communication | 5.65 | 2.38 |
| Capital Goods | 2.19 | - |
| Metals & Mining | - | 2.69 |
| Services | - | 1.34 |
| Chemicals | - | 1.07 |
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