Invesco India Medium Duration Fund vs Nippon India Strategic Debt Fund compare

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tortoise-icon Nippon India Strategic Debt Fund - Growth Option

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tortoise-icon Invesco India 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 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 Moderate Moderate
Asset Size (Cr) ₹118 Cr ₹239 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 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 1.05 1.3
Manager Sushil Budhia Krishna Venkat Cheemalapati
ISIN Code INF204KA1PZ1 INF205KA1379
Exits Load Exit load of 1% if redeemed within 12 months/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
1 Month 0.79% 0.81%
6 Month 4.17% 3.87%
1 Year 7.47% 7.51%
3 Year 5.14% 4.74%
5 Year 0.7% -

SIP Return Analysis

Scheme Name Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
6 Month - -
1 Year 3.32% 3.33%
3 Year 9.04% 8.45%
5 Year 14.49% 8.45%

Rolling Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
1 Year 2.97% 4.16%
3 Year 11.89% 8.73%
5 Year 15% 8.73%

Risk Management

Scheme Name Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
Standard Deviation 8.15% 2.1%
Sharp 0.47% -
Beta 0.18% -
Alpha 3.87% -

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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
Fund Manage 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

Sovereign 31.14 39.42
Communication 6.61 5.65
Others 11.08 24.73
Construction 12.75 2.18
Metals & Mining 4.24 -
Consumer Staples 8.45 1.75
Financial 21.51 13.99
Capital Goods 4.22 2.19
Energy - 10.09

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