Invesco India Medium Duration Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare
Invesco India Medium Duration Fund - Regular - Growth
Invest NowSUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Invest NowChart Comparison
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) | ₹239 Cr | ₹42 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 | 1.3 | 2.16 |
Manager | Krishna Venkat Cheemalapati | Dwijendra Srivastava |
ISIN Code | INF205KA1379 | INF903J01FQ2 |
Exits Load | Nil/365 | Exit load of 1%, if redeemed within 12 months./365 |
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Month | 0.37% | 0.29% |
6 Month | 4.01% | 3.35% |
1 Year | 8.02% | 6.46% |
3 Year | 5.02% | 3.82% |
5 Year | - | 3.95% |
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.97% | 6.37% |
3 Year | 6.54% | 5.27% |
5 Year | - | 4.3% |
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% |
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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Get Free Experts GuidanceScheme 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 |
Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 100 | 99.99 |
Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 24.73 | 16.43 |
Sovereign | 39.42 | 79 |
Financial | 13.99 | - |
Consumer Staples | 1.75 | 2.28 |
Construction | 2.18 | - |
Energy | 10.09 | - |
Communication | 5.65 | 2.28 |
Capital Goods | 2.19 | - |
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