INVESCO INDIA SHORT DURATION FUND vs UTI Short Duration Fund compare

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tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

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tortoise-icon UTI Short Duration Fund - Regular Plan - Growth Option

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Chart Comparison

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

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) ₹444 Cr ₹2676 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 0.83
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 0.59% 0.58%
6 Month 3.69% 3.8%
1 Year 7.95% 7.82%
3 Year 5.61% 6.22%
5 Year 5.68% 7.43%

SIP Return Analysis

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.17% 7.29%
3 Year 6.69% 7.07%
5 Year 5.7% 6.99%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 7.38% 7.96%
3 Year 7.21% 7.65%
5 Year 7.6% 6%

Risk Management

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.23% 2.58%
Sharp -0.67% 0.59%
Beta 2.32% 0.42%
Alpha 3.83% 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
Fund Manage 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 100 100.02

Sector Allocation

Scheme Name

INVESCO INDIA SHORT DURATION FUND - Growth

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100.02

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