INVESCO INDIA SHORT DURATION FUND vs SBI Short Horizon Debt Fund compare

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tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

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tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
Fund SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹12700 Cr ₹455 Cr
Min Investment ₹10000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹5000 ₹1000
Launch Date 27 Jul 2007 24 Mar 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index NIFTY Short Duration Debt Index A-II
Turn Over 0.0% 0.0%
Expense Ratio 0.84 1.15
Manager Pradeep Kesavan Krishna Venkat Cheemalapati
ISIN Code INF200K01IG6 INF205K01UN6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
1 Month 0.75% 0.72%
6 Month 3.88% 3.73%
1 Year 7.34% 7.63%
3 Year 5.4% 4.93%
5 Year 6.07% 5.69%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
6 Month - -
1 Year 3.21% 3.43%
3 Year 9.14% 8.75%
5 Year 14.83% 13.83%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
1 Year 5.24% 4.89%
3 Year 11.98% 11.01%
5 Year 15.24% 14.2%

Risk Management

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
Standard Deviation 1.02% 1.23%
Sharp -0.34% -0.67%
Beta 1.98% 2.32%
Alpha 3.63% 3.83%

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Fund Managers

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
Name Pradeep Kesavan Krishna Venkat Cheemalapati
Total AUM ₹434274 Cr ₹24743 Cr
Fund Manage 43 19
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth

Market Cap

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

INVESCO INDIA SHORT DURATION FUND - Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

INVESCO INDIA SHORT DURATION FUND - Growth

Financial 43.74 43.05
Others 1.91 3.91
Sovereign 26.12 35.39
Construction 10.83 5.51
Communication 7.51 5.55
Energy 5 5.47
Capital Goods 4.89 1.12

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