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) | ₹153 Cr | ₹1073 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 | 0.64% | 0.85% |
| 6 Month | 2.31% | 4.52% |
| 1 Year | 9.37% | 13.65% |
| 3 Year | 9.42% | 10.81% |
| 5 Year | 6.57% | 9.23% |
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 | 1.5% | 2.31% |
| 1 Year | 7.71% | 11.44% |
| 3 Year | 8.78% | 12.42% |
| 5 Year | 8.07% | 10.69% |
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 | 7.54% | 7.47% |
| 3 Year | 4.76% | 7.08% |
| 5 Year | 4.92% | 6.68% |
Risk Management
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.7% | 2.47% |
| Sharp | 0.26% | 1.53% |
| Beta | 3.71% | 0.91% |
| Alpha | 8.13% | 2.21% |
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 | 92.52 |
| Real Estate | - | 3.28 |
| Financial Services | - | 1.94 |
| Industrials | - | 0.53 |
| Utilities | - | 1.73 |
Top Comparisons
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns14.42%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.43%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns21.43%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns18.26%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.3%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.3%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.38%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.96%