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) ₹13303 Cr ₹444 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 0.85 1.05
Manager Pradeep Kesavan Krishna Venkat Cheemalapati
ISIN Code INF200K01IG6 INF205K01UN6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
1 Month 0.67% 0.67%
6 Month 4.04% 3.87%
1 Year 7.8% 7.92%
3 Year 5.86% 5.43%
5 Year 6.11% 5.74%

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 7.61% 7.42%
3 Year 6.89% 6.66%
5 Year 6.04% 5.69%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
1 Year 7.59% 7.38%
3 Year 7.5% 7.21%
5 Year 7.86% 7.6%

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

Others 8.36 100
Financial 41.4 -
Sovereign 20.98 -
Construction 11.18 -
Communication 7.6 -
Energy 5.49 -
Capital Goods 4.87 -
Consumer Staples 0.12 -

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