INVESCO INDIA SHORT DURATION FUND vs Axis Short Term Fund compare

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tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

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tortoise-icon Axis Short Term Fund - Regular Plan - Growth Option

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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 Axis Short Term Fund - Regular Plan - Growth Option
Fund INVESCO INDIA SHORT DURATION FUND - Growth Axis Short Term Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹455 Cr ₹7695 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Mar 2007 22 Jan 2010
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% 0.0%
Expense Ratio 1.15 0.88
Manager Krishna Venkat Cheemalapati Devang Shah
ISIN Code INF205K01UN6 INF846K01644
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Axis Short Term Fund - Regular Plan - Growth Option
1 Month 0.72% 0.74%
6 Month 3.73% 3.92%
1 Year 7.63% 7.56%
3 Year 4.93% 5.6%
5 Year 5.69% 6.39%

SIP Return Analysis

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Axis Short Term Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.43% 3.33%
3 Year 8.75% 9.4%
5 Year 13.83% 15.56%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Axis Short Term Fund - Regular Plan - Growth Option
1 Year 4.89% 5.55%
3 Year 11.01% 12.62%
5 Year 14.2% 15.99%

Risk Management

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Axis Short Term Fund - Regular Plan - Growth Option
Standard Deviation 1.23% 1.02%
Sharp -0.67% -0.17%
Beta 2.32% 1.93%
Alpha 3.83% 3.69%

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Fund Managers

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Axis Short Term Fund - Regular Plan - Growth Option
Name Krishna Venkat Cheemalapati Devang Shah
Total AUM ₹24743 Cr ₹60014 Cr
Fund Manage 19 15
INVESCO INDIA SHORT DURATION FUND - Growth Axis Short Term Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

INVESCO INDIA SHORT DURATION FUND - Growth

Axis Short Term Fund - Regular Plan - Growth Option

Others 100 99.96

Sector Allocation

Scheme Name

INVESCO INDIA SHORT DURATION FUND - Growth

Axis Short Term Fund - Regular Plan - Growth Option

Others 3.91 99.96
Sovereign 35.39 -
Financial 43.05 -
Construction 5.51 -
Energy 5.47 -
Communication 5.55 -
Capital Goods 1.12 -

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