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 | 0.35% | 0.32% |
| 6 Month | 4% | 6.52% |
| 1 Year | 8.01% | 10.37% |
| 3 Year | 5.01% | 13.52% |
| 5 Year | - | 9.68% |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.97% | 12.09% |
| 3 Year | 6.54% | 11.35% |
| 5 Year | - | 11.94% |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 5.98% | 9.16% |
| 3 Year | 4.77% | 9.83% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns6.02%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns6.27%
Invesco India Largecap Fund - Growth
3Y Returns12.28%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns12.76%
Invesco India Multicap Fund - Growth Option
3Y Returns16.17%
Quant Active Fund-Growth
3Y Returns13.71%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns6.03%
HSBC Money Market Fund - Regular Growth
3Y Returns6%