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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns20.74%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns25.66%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns18.66%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns29.14%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns23.25%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.83%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.74%