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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) ₹174 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 0.47% 0.48%
6 Month 1.59% 2.24%
1 Year 6.91% 8.07%
3 Year 6.96% 7.61%
5 Year - 5.86%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth DSP Bond Fund - Growth
6 Month 1.14% 1.41%
1 Year 5.78% 7.03%
3 Year 7.13% 7.88%
5 Year - 7.04%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth DSP Bond Fund - Growth
1 Year 6.36% 6.27%
3 Year 5.48% 6.46%
5 Year - 6.18%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth DSP Bond Fund - Growth
Standard Deviation 1.45% 1.53%
Sharp 0.30% -0.25%
Beta 1.19% 0.78%
Alpha -1.00% -0.35%

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 98.44

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

DSP Bond Fund - Growth
Others 100 98.16
Transport Infrastructure - 0.28

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