- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Medium Duration Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare
Invesco India Medium Duration Fund - Regular - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
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 | 2.19 |
| 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 | 1.75% | 1.41% |
| 6 Month | 3.99% | 3.27% |
| 1 Year | 8.52% | 7.11% |
| 3 Year | 5.93% | 4.76% |
| 5 Year | - | 4.32% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.53% | 2.09% |
| 1 Year | 8.36% | 6.91% |
| 3 Year | 7.4% | 6.08% |
| 5 Year | - | 4.75% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.05% | 6.57% |
| 3 Year | 5.01% | 6.49% |
| 5 Year | - | 6.63% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.743% | 1.81% |
| Sharp | -0.548% | -1.215% |
| Beta | 1.535% | 1.575% |
| Alpha | -0.899% | -1.945% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 |
Sector Allocation
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Kotak Equity Arbitrage Fund - Growth
3Y Returns6.88%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns6.66%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns21.27%
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
3Y Returns12.32%
Bajaj Finserv Overnight Fund Regular - Growth
3Y Returns0%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.19%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns16.12%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns7.35%
