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

Link copied to clipboard!

tortoise-icon SBI Short Term Debt Fund - Regular Plan -Growth

Invest Now

tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Short Term Debt Fund - Regular Plan -Growth INVESCO INDIA SHORT DURATION FUND - Growth
Fund SBI Short Term Debt Fund - Regular Plan -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 ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jul 2007 24 Mar 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund AII 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 INF200K01HZ8 INF205K01UN6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Short Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -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%

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 SBI Short Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth INVESCO INDIA SHORT DURATION FUND - Growth

Market Cap

Scheme Name

SBI Short Term Debt Fund - Regular Plan -Growth

INVESCO INDIA SHORT DURATION FUND - Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Short Term Debt Fund - Regular Plan -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

Top Comparisons

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns5.8%

VS

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns5.53%

Compare Now

Aditya Birla Sun Life MNC Fund - Growth - Regular Plan Aditya Birla Sun Life MNC Fund - Growth - Regular Plan

3Y Returns13.53%

VS

UTI - MNC Fund - Regular Plan - Growth Option UTI - MNC Fund - Regular Plan - Growth Option

3Y Returns14.32%

Compare Now

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

3Y Returns15.12%

VS

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns14.85%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns30.25%

VS

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns28.36%

Compare Now
Request call back
Add to Cart Successfully