INVESCO INDIA SHORT DURATION FUND vs DSP Short Term Fund compare

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tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

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tortoise-icon DSP Short Term Fund - Regular Plan - Growth

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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 DSP Short Term Fund - Regular Plan - Growth
Fund INVESCO INDIA SHORT DURATION FUND - Growth DSP Short Term Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹455 Cr ₹2809 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 24 Mar 2007 10 Sep 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index A-II CRISIL Short Duration Fund AII Index
Turn Over 0.0% 0.0%
Expense Ratio 1.15 0.96
Manager Krishna Venkat Cheemalapati Laukik Bagwe
ISIN Code INF205K01UN6 INF740K01656
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth DSP Short Term Fund - Regular Plan - Growth
1 Month 0.72% 0.74%
6 Month 3.73% 3.87%
1 Year 7.63% 7.18%
3 Year 4.93% 5.12%
5 Year 5.69% 5.85%

SIP Return Analysis

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth DSP Short Term Fund - Regular Plan - Growth
6 Month - -
1 Year 3.43% 3.12%
3 Year 8.75% 8.77%
5 Year 13.83% 14.18%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth DSP Short Term Fund - Regular Plan - Growth
1 Year 4.89% 5.03%
3 Year 11.01% 11.43%
5 Year 14.2% 14.57%

Risk Management

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth DSP Short Term Fund - Regular Plan - Growth
Standard Deviation 1.23% 1.11%
Sharp -0.67% -0.59%
Beta 2.32% 2.14%
Alpha 3.83% 3.64%

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Fund Managers

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth DSP Short Term Fund - Regular Plan - Growth
Name Krishna Venkat Cheemalapati Laukik Bagwe
Total AUM ₹24743 Cr ₹12579 Cr
Fund Manage 19 10
INVESCO INDIA SHORT DURATION FUND - Growth DSP Short Term Fund - Regular Plan - Growth

Market Cap

Scheme Name

INVESCO INDIA SHORT DURATION FUND - Growth

DSP Short Term Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA SHORT DURATION FUND - Growth

DSP Short Term Fund - Regular Plan - Growth

Sovereign 35.39 41.44
Financial 43.05 42.23
Communication 5.55 3.69
Construction 5.51 1.67
Others 3.91 1.23
Energy 5.47 2.68
Capital Goods 1.12 3.55
Consumer Discretionary - 3.51

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