- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Medium Duration Fund - Regular - Growth
DSP Bond Fund - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Fund | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹171 Cr | ₹318 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Jul 2021 | 29 Apr 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index B-III | CRISIL Medium Duration Fund BIII Index |
| Turn Over | 40% | 78% |
| Expense Ratio | 1.15 | 0.75 |
| Manager | Krishna Venkat Cheemalapati | Vivekanand Ramakrishnan |
| ISIN Code | INF205KA1379 | INF740K01557 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 1 Month | 0.45% | 0.62% |
| 6 Month | 2.21% | 3.05% |
| 1 Year | 7.32% | 8.4% |
| 3 Year | 7.22% | 7.92% |
| 5 Year | - | 5.89% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 0.89% | 1.29% |
| 1 Year | 6.01% | 7.48% |
| 3 Year | 7.17% | 7.95% |
| 5 Year | - | 7.02% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 6.36% | 7.12% |
| 3 Year | 5.48% | 6.82% |
| 5 Year | - | 6.56% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.45% | 1.36% |
| Sharp | 0.30% | 0.80% |
| Beta | 1.19% | 1.16% |
| Alpha | -1.00% | -0.32% |
Fund Managers
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Vivekanand Ramakrishnan |
| Total AUM | ₹24743 Cr | ₹3101 Cr |
| Funds Managed | 19 | 3 |
| Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
Market Cap
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns12.78%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns14.71%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.66%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.59%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.19%
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns6.59%
Tata Liquid Fund -Regular Plan - Growth Option
3Y Returns6.96%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.03%
