Invesco India Medium Duration Fund vs Axis Strategic Bond Fund compare
Invesco India Medium Duration Fund - Regular - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹228 Cr | ₹1981 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 17 Jul 2021 | 28 Mar 2012 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index B-III | NIFTY Medium Duration Debt Index C-III |
Turn Over | 40% | 20% |
Expense Ratio | 1.15 | 1.16 |
Manager | Krishna Venkat Cheemalapati | Devang Shah |
ISIN Code | INF205KA1379 | INF846K01BP2 |
Exits Load | Data not available./365 | Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.75% | 1.7% |
6 Month | 3.99% | 4.42% |
1 Year | 8.52% | 9.23% |
3 Year | 5.93% | 7.16% |
5 Year | - | 7.02% |
SIP Return Analysis
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.53% | 2.66% |
1 Year | 8.36% | 9.03% |
3 Year | 7.4% | 8.23% |
5 Year | - | 7.22% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.05% | 7.47% |
3 Year | 5.01% | 7.81% |
5 Year | - | 7.98% |
Risk Management
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.743% | 1.313% |
Sharp | -0.548% | 0.198% |
Beta | 1.535% | 1.108% |
Alpha | -0.899% | 0.308% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | Devang Shah |
Total AUM | ₹24743 Cr | ₹60014 Cr |
Funds Managed | 19 | 15 |
Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 99.59 |
Financial Services | - | 0.41 |
Top Comparisons
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns6.54%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns6.28%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns15.64%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns11.58%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns4.77%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns13.98%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns19.56%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%