DSP Bond Fund vs Invesco India Medium Duration Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

Invest Now

tortoise-icon DSP Bond Fund - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹228 Cr ₹376 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 0.77
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 0.26% 0.21%
6 Month 3.73% 3.84%
1 Year 7.84% 7.72%
3 Year 5.34% 5.97%
5 Year - 6.15%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth DSP Bond Fund - Growth
6 Month - -
1 Year 7.24% 7.29%
3 Year 6.64% 7.01%
5 Year - 6.09%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth DSP Bond Fund - Growth
1 Year 5.98% 6.91%
3 Year 4.77% 6.81%
5 Year - 6.66%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth DSP Bond Fund - Growth
Standard Deviation 2.1% 1.53%
Sharp - -0.25%
Beta - 0.78%
Alpha - -0.35%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 24.73 100
Sovereign 39.42 -
Financial 13.99 -
Consumer Staples 1.75 -
Construction 2.18 -
Energy 10.09 -
Communication 5.65 -
Capital Goods 2.19 -

Top Comparisons

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns17.58%

VS

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns13.39%

Compare Now

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns6.54%

VS

Kotak Medium Term Fund - Growth Kotak Medium Term Fund - Growth

3Y Returns6.24%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns18.18%

VS

Kotak Healthcare Fund - Regular (G) Kotak Healthcare Fund - Regular (G)

3Y Returns0%

Compare Now

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.58%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.58%

Compare Now
Request call back
Add to Cart Successfully