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Invesco India Medium Duration Fund vs Axis Strategic Bond Fund compare

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tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

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tortoise-icon Axis Strategic Bond 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 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 2.03% 1.95%
6 Month 5.01% 5.21%
1 Year 9.52% 10.1%
3 Year 6.63% 7.68%
5 Year - 7.11%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month 3.21% 3.12%
1 Year 10.22% 10.51%
3 Year 8.05% 8.73%
5 Year - 7.51%

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%

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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

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