SUNDARAM MEDIUM DURATION FUND Regular Plan vs Invesco India Medium Duration Fund compare
Invesco India Medium Duration Fund - Regular - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹239 Cr | ₹42 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 17 Jul 2021 | 18 Dec 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index B-III | Nifty Medium Duration Debt Index A-III |
| Turn Over | 40% | 78% |
| Expense Ratio | 1.3 | 2.16 |
| Manager | Krishna Venkat Cheemalapati | Dwijendra Srivastava |
| ISIN Code | INF205KA1379 | INF903J01FQ2 |
| Exits Load | Nil/365 | Exit load of 1%, if redeemed within 12 months./365 |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.38% | 0.23% |
| 6 Month | 4.21% | 3.5% |
| 1 Year | 8.3% | 6.71% |
| 3 Year | 5.05% | 3.84% |
| 5 Year | - | 4.05% |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.97% | 6.37% |
| 3 Year | 6.54% | 5.27% |
| 5 Year | - | 4.3% |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.98% | 6.59% |
| 3 Year | 4.77% | 6.53% |
| 5 Year | - | 6.66% |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.1% | 1.84% |
| Sharp | - | -1.17% |
| Beta | - | 0.94% |
| Alpha | - | -2.11% |
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| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Dwijendra Srivastava |
| Total AUM | ₹24743 Cr | ₹14140 Cr |
| Fund Manage | 19 | 14 |
| Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 99.99 |
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 24.73 | 16.43 |
| Sovereign | 39.42 | 79 |
| Financial | 13.99 | - |
| Consumer Staples | 1.75 | 2.28 |
| Construction | 2.18 | - |
| Energy | 10.09 | - |
| Communication | 5.65 | 2.28 |
| Capital Goods | 2.19 | - |
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