Invesco India Medium Duration Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare

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

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - 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 SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹228 Cr ₹44 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 17 Jul 2021 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index B-III Nifty Medium Duration Debt Index A-III
Turn Over 40% 78%
Expense Ratio 1.15 2.18
Manager Krishna Venkat Cheemalapati Dwijendra Srivastava
ISIN Code INF205KA1379 INF903J01FQ2
Exits Load Data not available./365 Sundaram Medium Duration 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 SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.56% 0.58%
6 Month 3.72% 3.19%
1 Year 7.91% 6.35%
3 Year 5.38% 4.26%
5 Year - 4.04%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month - -
1 Year 7.04% 5.87%
3 Year 6.58% 5.4%
5 Year - 4.37%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 5.98% 6.59%
3 Year 4.77% 6.53%
5 Year - 6.66%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 2.1% 1.84%
Sharp - -1.17%
Beta - 0.94%
Alpha - -2.11%

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Fund Managers

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Krishna Venkat Cheemalapati Dwijendra Srivastava
Total AUM ₹24743 Cr ₹14140 Cr
Fund Manage 19 14
Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100.01

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 24.73 100.01
Sovereign 39.42 -
Financial 13.99 -
Consumer Staples 1.75 -
Construction 2.18 -
Energy 10.09 -
Communication 5.65 -
Capital Goods 2.19 -

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