Aditya Birla Sun Life Credit Risk Fund vs Invesco India Credit Risk Fund compare
Invesco India Credit Risk Fund - Regular Plan - Growth
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Fund | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹152 Cr | ₹1033 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 04 Sep 2014 | 17 Apr 2015 |
Category | Credit Risk | Credit Risk |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Credit Risk Bond Index C-III | NIFTY Credit Risk Bond Index C-III |
Turn Over | 24% | 14% |
Expense Ratio | 1.45 | 1.54 |
Manager | Krishna Venkat Cheemalapati | Dhaval Joshi |
ISIN Code | INF205K01I34 | INF209KA1K47 |
Exits Load | Invesco India Credit Risk Fund - Regular Plan - Growth charges 4.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1065 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.38% | 0.64% |
6 Month | 3.97% | 5.74% |
1 Year | 9.18% | 16.1% |
3 Year | 9.25% | 10.48% |
5 Year | 6.57% | 9.34% |
SIP Return Analysis
Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.16% | 2.12% |
1 Year | 8.84% | 12.35% |
3 Year | 9.14% | 12.25% |
5 Year | 7.99% | 10.45% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.3% | 7.3% |
3 Year | 4.71% | 6.93% |
5 Year | 4.66% | 6.58% |
Risk Management
Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.81% | 2.51% |
Sharp | 0.80% | 1.34% |
Beta | 1.60% | 0.84% |
Alpha | 1.06% | 2.76% |
Fund Managers
Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Name | Krishna Venkat Cheemalapati | Dhaval Joshi |
Total AUM | ₹24743 Cr | ₹361932 Cr |
Funds Managed | 19 | 55 |
Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Credit Risk Fund - Regular Plan - Growth |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Invesco India Credit Risk Fund - Regular Plan - Growth |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 92.19 |
Real Estate | - | 3.56 |
Financial Services | - | 1.95 |
Industrials | - | 0.57 |
Utilities | - | 1.73 |
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