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

Link copied to clipboard!

tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

Invest Now

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

Invest Now

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 0.67% 0.72%
6 Month 3.87% 4.12%
1 Year 7.92% 7.96%
3 Year 5.43% 6.21%
5 Year 5.74% 6.76%

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 7.42% 7.77%
3 Year 6.66% 7.12%
5 Year 5.69% 6.53%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns15.32%

VS

Bandhan Financial Services Fund - Regular (G) Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns8.73%

VS

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns11.43%

Compare Now

Franklin India Savings Fund - Growth Option Franklin India Savings Fund - Growth Option

3Y Returns6.38%

VS

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns6.14%

Compare Now

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns18.27%

VS

HDFC Dynamic PE Ratio Fund of Funds - Growth Option HDFC Dynamic PE Ratio Fund of Funds - Growth Option

3Y Returns14.31%

Compare Now
Request call back
Add to Cart Successfully