Aditya Birla Sun Life Savings Fund vs INVESCO INDIA ULTRA SHORT DURATION 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) ₹1265 Cr ₹15098 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2010 17 Apr 2003
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 0.79 0.56
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205K01TM0 INF209K01LZ1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Month 0.57% 0.63%
6 Month 3.42% 3.76%
1 Year 7.38% 7.75%
3 Year 6.07% 6.59%
5 Year 5.25% 6.11%

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 6.95% 7.55%
3 Year 6.75% 7.23%
5 Year 5.84% 6.46%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 7.54% 7.51%
3 Year 7.63% 7.76%
5 Year 7.67% 8.19%

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 100 100.05

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 100.05

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