INVESCO INDIA ULTRA SHORT DURATION FUND vs Aditya Birla Sun Life Savings Fund compare

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tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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Chart Comparison

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

Overview

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Fund INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹692 Cr ₹12922 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2010 27 Nov 2001
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I NIFTY Ultra Short Duration Debt Index B-I
Turn Over 24% 24%
Expense Ratio 0.89 0.55
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205K01TM0 INF209K01LZ1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Month 0.59% 0.62%
6 Month 3.52% 3.83%
1 Year 7.21% 7.47%
3 Year 5.55% 6.06%
5 Year 5.19% 6.07%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month - -
1 Year 3.33% 3.42%
3 Year 9.49% 10.14%
5 Year 14.28% 16.16%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 4.56% 5.37%
3 Year 11.41% 13.05%
5 Year 14.64% 16.55%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.6% 0.54%
Sharp -0.34% 0.64%
Beta 1.28% 1.14%
Alpha 2.35% 2.62%

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Fund Managers

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Name Krishna Venkat Cheemalapati Dhaval Joshi
Total AUM ₹24743 Cr ₹361932 Cr
Fund Manage 19 55
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Market Cap

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 94.05

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Financial 74.83 64.03
Construction 8.69 6.65
Others 5.66 8.57
Communication 5.18 6.88
Energy 3.14 0.51
Consumer Discretionary 1.19 -
Sovereign 1.31 1.89
Consumer Staples - 5.52

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