Invesco India Medium Duration Fund vs HSBC Medium Duration Fund compare

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

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tortoise-icon HSBC Medium Duration Fund - Regular Growth

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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 HSBC Medium Duration Fund - Regular Growth
Fund Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹239 Cr ₹806 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Jul 2021 02 Feb 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index B-III NIFTY Medium Duration Debt Index B-III
Turn Over 40% 54%
Expense Ratio 1.3 1.1
Manager Krishna Venkat Cheemalapati Shriram Ramanathan
ISIN Code INF205KA1379 INF917K01TH0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
1 Month 0.81% 0.76%
6 Month 3.87% 4%
1 Year 7.51% 7.73%
3 Year 4.74% 5.47%
5 Year - 6.39%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
6 Month - -
1 Year 3.33% 3.49%
3 Year 8.45% 9.53%
5 Year 8.45% 15.97%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 4.16% 5.64%
3 Year 8.73% 12.89%
5 Year 8.73% 16.44%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
Standard Deviation 2.1% 1.55%
Sharp - -0.14%
Beta - 0.79%
Alpha - -0.18%

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Fund Managers

Scheme Name Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
Name Krishna Venkat Cheemalapati Shriram Ramanathan
Total AUM ₹24743 Cr ₹32638 Cr
Fund Manage 19 11
Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

HSBC Medium Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

HSBC Medium Duration Fund - Regular Growth

Others 24.73 0.89
Sovereign 39.42 37.52
Financial 13.99 43.59
Consumer Staples 1.75 -
Construction 2.18 7.8
Energy 10.09 4.72
Communication 5.65 3.22
Capital Goods 2.19 0.6
Diversified - 1.58
Materials - 0.08

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