Invesco India Medium Duration Fund vs Nippon India Strategic Debt Fund compare
Nippon India Strategic Debt Fund - Growth Option
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Fund | Nippon India Strategic Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹115 Cr | ₹228 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Jun 2014 | 17 Jul 2021 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund CIII Index | NIFTY Medium Duration Debt Index B-III |
Turn Over | 0.0% | 40% |
Expense Ratio | 1.1 | 1.15 |
Manager | Sushil Budhia | Krishna Venkat Cheemalapati |
ISIN Code | INF204KA1PZ1 | INF205KA1379 |
Exits Load | Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Month | 1.9% | 2.15% |
6 Month | 4.81% | 4.69% |
1 Year | 9.75% | 9.41% |
3 Year | 6.88% | 6.59% |
5 Year | 7.76% | - |
SIP Return Analysis
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
6 Month | 2.86% | 2.93% |
1 Year | 10.02% | 9.67% |
3 Year | 8.25% | 7.85% |
5 Year | 7.97% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Year | 6.72% | 6.05% |
3 Year | 5.1% | 5.01% |
5 Year | -1.01% | - |
Risk Management
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Standard Deviation | 1.541% | 1.743% |
Sharp | -0.387% | -0.548% |
Beta | 1.146% | 1.535% |
Alpha | -0.466% | -0.899% |
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Fund Managers
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Name | Sushil Budhia | Krishna Venkat Cheemalapati |
Total AUM | ₹29447 Cr | ₹24743 Cr |
Funds Managed | 11 | 19 |
Nippon India Strategic Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
Market Cap
Scheme Name |
Nippon India Strategic Debt Fund - Growth Option |
Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Strategic Debt Fund - Growth Option |
Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Others | 100 | 100 |
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