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) ₹239 Cr ₹1938 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 1.3 1.03
Manager Krishna Venkat Cheemalapati Devang Shah
ISIN Code INF205KA1379 INF846K01BP2
Exits Load Nil/365 Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month 0.81% 0.83%
6 Month 3.87% 4.28%
1 Year 7.51% 8.21%
3 Year 4.74% 6.18%
5 Year - 7.06%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.33% 3.66%
3 Year 8.45% 10.25%
5 Year 8.45% 17.5%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 4.16% 6.19%
3 Year 8.73% 14.27%
5 Year 8.73% 18.05%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 2.1% 1.34%
Sharp - 0.32%
Beta - 0.69%
Alpha - 0.47%

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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
Fund Manage 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 99.99

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 24.73 11.84
Sovereign 39.42 30.51
Financial 13.99 25.35
Consumer Staples 1.75 5.44
Construction 2.18 10.72
Energy 10.09 2.23
Communication 5.65 4.72
Capital Goods 2.19 3.23
Materials - 1.75
Services - 2.13
Automobile - 2.07

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