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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) ₹1259 Cr ₹22389 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 0.48% 0.55%
6 Month 2.95% 3.31%
1 Year 6.94% 7.59%
3 Year 7% 7.5%
5 Year 5.56% 6.18%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month 1.38% 1.56%
1 Year 6.33% 7.06%
3 Year 6.97% 7.53%
5 Year 6.45% 7.01%

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% 7.65%
3 Year 7.34% 7.73%
5 Year 7.3% 8.09%

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%

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 99.08

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 99.08

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