INVESCO INDIA SHORT DURATION FUND vs UTI Short Duration Fund compare
INVESCO INDIA SHORT DURATION FUND - Growth
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹471 Cr | ₹2338 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 24 Mar 2007 | 19 Sep 2007 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index A-II | CRISIL Ultra Short Duration Fund BI Index |
Turn Over | 0.0% | 270% |
Expense Ratio | 1.05 | 0.85 |
Manager | Krishna Venkat Cheemalapati | Sudhir Agrawal |
ISIN Code | INF205K01UN6 | INF789F01QA4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.03% | 1.05% |
6 Month | 3.7% | 3.76% |
1 Year | 7.76% | 7.82% |
3 Year | 6.01% | 6.63% |
5 Year | 5.74% | 7.51% |
SIP Return Analysis
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.41% | 2.38% |
1 Year | 8.1% | 8.16% |
3 Year | 7.34% | 7.58% |
5 Year | 6.04% | 7.14% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.46% | 7.94% |
3 Year | 7.15% | 7.59% |
5 Year | 7.58% | 7.42% |
Risk Management
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.184% | 2.58% |
Sharp | -0.712% | 0.59% |
Beta | 0.929% | 0.42% |
Alpha | -0.681% | 2.36% |
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Fund Managers
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | Sudhir Agrawal |
Total AUM | ₹24743 Cr | ₹7736 Cr |
Funds Managed | 19 | 6 |
INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA SHORT DURATION FUND - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
INVESCO INDIA SHORT DURATION FUND - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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