INVESCO INDIA SHORT DURATION FUND vs Aditya Birla Sun Life Short Term Fund compare
INVESCO INDIA SHORT DURATION FUND - Growth
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Chart Comparison
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) | ₹471 Cr | ₹8141 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 | 0.95 |
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 | 1.06% | 1.12% |
6 Month | 3.61% | 3.84% |
1 Year | 7.76% | 8.16% |
3 Year | 5.99% | 6.72% |
5 Year | 5.69% | 7% |
SIP Return Analysis
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
6 Month | 2.41% | 2.49% |
1 Year | 8.1% | 8.48% |
3 Year | 7.34% | 7.67% |
5 Year | 6.04% | 6.77% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
1 Year | 7.46% | 7.11% |
3 Year | 7.15% | 7.54% |
5 Year | 7.58% | 8.01% |
Risk Management
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.184% | 0.946% |
Sharp | -0.712% | 0.02% |
Beta | 0.929% | 0.744% |
Alpha | -0.681% | 0.064% |
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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 |
Funds Managed | 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 |
Sector Allocation
Scheme Name |
INVESCO INDIA SHORT DURATION FUND - Growth |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
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