INVESCO INDIA SHORT DURATION FUND vs Aditya Birla Sun Life Short Term Fund compare

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tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹444 Cr ₹8924 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Mar 2007 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index A-II NIFTY Short Duration Debt Index B-II
Turn Over 0.0% 78%
Expense Ratio 1.05 1.01
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205K01UN6 INF209K01942
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.59% 0.6%
6 Month 3.69% 3.93%
1 Year 7.95% 7.95%
3 Year 5.61% 6.39%
5 Year 5.68% 6.81%

SIP Return Analysis

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month - -
1 Year 7.17% 7.57%
3 Year 6.69% 7.14%
5 Year 5.7% 6.52%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7.38% 7.08%
3 Year 7.21% 7.57%
5 Year 7.6% 8.02%

Risk Management

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 1.23% 0.99%
Sharp -0.67% 0.06%
Beta 2.32% 1.74%
Alpha 3.83% 3.54%

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Fund Managers

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Name Krishna Venkat Cheemalapati Dhaval Joshi
Total AUM ₹24743 Cr ₹361932 Cr
Fund Manage 19 55
INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Market Cap

Scheme Name

INVESCO INDIA SHORT DURATION FUND - Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 100.07

Sector Allocation

Scheme Name

INVESCO INDIA SHORT DURATION FUND - Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 4.03
Sovereign - 31.81
Energy - 0.9
Construction - 9.39
Financial - 49.15
Services - 0.34
Communication - 4.45

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