Nippon India Strategic Debt Fund vs Invesco India Medium Duration Fund compare

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tortoise-icon Nippon India Strategic Debt Fund - Growth Option

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tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

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Chart Comparison

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

Overview

Scheme Name Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
Fund Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹117 Cr ₹228 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Jun 2014 17 Jul 2021
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund CIII Index NIFTY Medium Duration Debt Index B-III
Turn Over 0.0% 40%
Expense Ratio 1.07 1.15
Manager Sushil Budhia Krishna Venkat Cheemalapati
ISIN Code INF204KA1PZ1 INF205KA1379
Exits Load Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
1 Month 0.78% 0.7%
6 Month 4.37% 3.89%
1 Year 8.29% 7.87%
3 Year 5.67% 5.05%
5 Year 1.24% -

SIP Return Analysis

Scheme Name Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
6 Month - -
1 Year 8.22% 7.45%
3 Year 7.12% 6.58%
5 Year 6.99% -

Rolling Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
1 Year 6.64% 5.98%
3 Year 4.58% 4.77%
5 Year -1.03% -

Risk Management

Scheme Name Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
Standard Deviation 8.15% 2.1%
Sharp 0.47% -
Beta 0.18% -
Alpha 3.87% -

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Fund Managers

Scheme Name Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
Name Sushil Budhia Krishna Venkat Cheemalapati
Total AUM ₹29447 Cr ₹24743 Cr
Fund Manage 11 19
Nippon India Strategic Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth

Market Cap

Scheme Name

Nippon India Strategic Debt Fund - Growth Option

Invesco India Medium Duration Fund - Regular - Growth

Others 100 100

Sector Allocation

Scheme Name

Nippon India Strategic Debt Fund - Growth Option

Invesco India Medium Duration Fund - Regular - Growth

Others 100 24.73
Sovereign - 39.42
Financial - 13.99
Consumer Staples - 1.75
Construction - 2.18
Energy - 10.09
Communication - 5.65
Capital Goods - 2.19

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