INVESCO INDIA SHORT DURATION FUND vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular 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 Sundaram Short Duration Fund Regular Growth INVESCO INDIA SHORT DURATION FUND - Growth
Fund Sundaram Short Duration Fund Regular Growth INVESCO INDIA SHORT DURATION FUND - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹455 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 01 Jan 2013 24 Mar 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II NIFTY Short Duration Debt Index A-II
Turn Over % 0.0%
Expense Ratio 0.85 1.15
Manager Dwijendra Srivastava Krishna Venkat Cheemalapati
ISIN Code INF173K01BA3 INF205K01UN6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth INVESCO INDIA SHORT DURATION FUND - Growth
1 Month 0.48% 0.44%
6 Month 4.29% 3.89%
1 Year 8.07% 8.04%
3 Year 5.97% 5.33%
5 Year 6.21% 5.59%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth INVESCO INDIA SHORT DURATION FUND - Growth
6 Month - -
1 Year 8.24% 7.88%
3 Year 7.02% 6.61%
5 Year 6.3% 5.67%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth INVESCO INDIA SHORT DURATION FUND - Growth
1 Year 7% 7.38%
3 Year 7.32% 7.21%
5 Year 7.82% 7.6%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth INVESCO INDIA SHORT DURATION FUND - Growth
Standard Deviation 3.92% 1.23%
Sharp 0.5% -0.67%
Beta -0.1% 2.32%
Alpha 1.76% 3.83%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth INVESCO INDIA SHORT DURATION FUND - Growth
Name Dwijendra Srivastava Krishna Venkat Cheemalapati
Total AUM ₹14140 Cr ₹24743 Cr
Fund Manage 14 19
Sundaram Short Duration Fund Regular Growth INVESCO INDIA SHORT DURATION FUND - Growth

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

INVESCO INDIA SHORT DURATION FUND - Growth

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

INVESCO INDIA SHORT DURATION FUND - Growth

Others 100 3.91
Sovereign - 35.39
Financial - 43.05
Construction - 5.51
Energy - 5.47
Communication - 5.55
Capital Goods - 1.12

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