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DSP Bond Fund vs Invesco India Medium Duration Fund compare
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) | ₹169 Cr | ₹314 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 | -0.02% | 0.02% |
| 6 Month | 5.02% | 5.6% |
| 1 Year | 8.98% | 9.74% |
| 3 Year | 7.28% | 7.87% |
| 5 Year | - | 5.93% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 2.14% | 2.55% |
| 1 Year | 8.8% | 9.93% |
| 3 Year | 7.9% | 8.5% |
| 5 Year | - | 7.07% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 6.13% | 7.04% |
| 3 Year | 5.15% | 6.8% |
| 5 Year | - | 6.61% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.46% | 1.37% |
| Sharp | 0.47% | 0.90% |
| Beta | 1.69% | 1.63% |
| Alpha | -1.00% | -0.39% |
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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 |
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