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

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tortoise-icon DSP Bond Fund - Growth

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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) ₹171 Cr ₹317 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 0.57% 0.93%
6 Month 2.43% 3.19%
1 Year 7.24% 8.29%
3 Year 7.25% 7.92%
5 Year - 5.93%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth DSP Bond Fund - Growth
6 Month 1% 1.35%
1 Year 6.62% 7.96%
3 Year 7.32% 8.07%
5 Year - 7.03%

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 1.46% 1.36%
Sharp 0.22% 0.69%
Beta 1.91% 1.84%
Alpha -1.51% -0.82%

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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