Aditya Birla Sun Life Savings Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Chart Comparison
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) | ₹1006 Cr | ₹19189 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 | 0.55 |
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 | 0.53% | 0.6% |
6 Month | 3.95% | 4.21% |
1 Year | 7.49% | 8.14% |
3 Year | 6.88% | 7.37% |
5 Year | 5.37% | 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 | 1.88% | 2.1% |
1 Year | 7.65% | 8.36% |
3 Year | 7.31% | 7.82% |
5 Year | 6.4% | 6.96% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
1 Year | 7.43% | 7.59% |
3 Year | 7.52% | 7.74% |
5 Year | 7.58% | 8.11% |
Risk Management
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 0.36% | 0.34% |
Sharp | 0.43% | 1.94% |
Beta | 3.58% | 3.06% |
Alpha | -0.80% | -0.20% |
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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 |
Funds Managed | 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 |
Sector Allocation
Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
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