Axis Credit Risk Fund vs Invesco India Credit Risk Fund compare
Invesco India Credit Risk Fund - Regular Plan - Growth
Axis Credit Risk Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Credit Risk Fund - Regular Plan - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹155 Cr | ₹366 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Sep 2014 | 15 Jul 2014 |
| 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% | 20% |
| Expense Ratio | 1.45 | 1.57 |
| Manager | Krishna Venkat Cheemalapati | Devang Shah |
| ISIN Code | INF205K01I34 | INF846K01PO5 |
| 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 | Axis Credit Risk Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.38% | 0.4% |
| 6 Month | 2.42% | 3.66% |
| 1 Year | 9.23% | 8.55% |
| 3 Year | 9.35% | 7.88% |
| 5 Year | 6.57% | 6.74% |
SIP Return Analysis
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.31% | 1.89% |
| 1 Year | 7.03% | 8.46% |
| 3 Year | 8.56% | 8.26% |
| 5 Year | 7.96% | 7.46% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.58% | 7.19% |
| 3 Year | 4.76% | 6.22% |
| 5 Year | 4.94% | 6.63% |
Risk Management
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.7% | 0.96% |
| Sharp | 0.26% | 0.28% |
| Beta | 3.71% | 1.69% |
| Alpha | 8.13% | 3.65% |
Fund Managers
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Devang Shah |
| Total AUM | ₹24743 Cr | ₹60014 Cr |
| Funds Managed | 19 | 15 |
| Invesco India Credit Risk Fund - Regular Plan - Growth | Axis Credit Risk Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Credit Risk Fund - Regular Plan - Growth |
Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India Credit Risk Fund - Regular Plan - Growth |
Axis Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 96.91 |
| Real Estate | - | 2.28 |
| Financial Services | - | 0.59 |
| Utilities | - | 0.23 |
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