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) ₹455 Cr ₹7899 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 1.15 1.01
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205K01UN6 INF209K01942
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.72% 0.74%
6 Month 3.73% 3.89%
1 Year 7.63% 7.5%
3 Year 4.93% 5.76%
5 Year 5.69% 6.63%

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 3.43% 3.32%
3 Year 8.75% 9.61%
5 Year 13.83% 16.42%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 4.89% 5.94%
3 Year 11.01% 13.43%
5 Year 14.2% 16.88%

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 100 100.01

Sector Allocation

Scheme Name

INVESCO INDIA SHORT DURATION FUND - Growth

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

Others 3.91 5.7
Sovereign 35.39 32
Financial 43.05 46.51
Construction 5.51 9.09
Energy 5.47 0.87
Communication 5.55 5.51
Capital Goods 1.12 -
Services - 0.33

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