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HSBC Medium Duration Fund vs Invesco India Medium Duration Fund compare

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

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tortoise-icon HSBC Medium Duration Fund - Regular 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 HSBC Medium Duration Fund - Regular Growth
Fund Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹228 Cr ₹744 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Jul 2021 02 Feb 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index B-III NIFTY Medium Duration Debt Index B-III
Turn Over 40% 54%
Expense Ratio 1.15 1.1
Manager Krishna Venkat Cheemalapati Shriram Ramanathan
ISIN Code INF205KA1379 INF917K01TH0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
1 Month 1.6% 1.51%
6 Month 4.96% 5.24%
1 Year 9.56% 9.97%
3 Year 6.61% 7.21%
5 Year - 7.17%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
6 Month 3.21% 3.3%
1 Year 10.25% 10.7%
3 Year 8.1% 8.62%
5 Year - 7.2%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 6.05% 7.09%
3 Year 5.01% 6.1%
5 Year - 6.39%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.743% 1.516%
Sharp -0.548% -0.245%
Beta 1.535% 1.306%
Alpha -0.899% -0.255%

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Fund Managers

Scheme Name Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth
Name Krishna Venkat Cheemalapati Shriram Ramanathan
Total AUM ₹24743 Cr ₹32638 Cr
Funds Managed 19 11
Invesco India Medium Duration Fund - Regular - Growth HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

HSBC Medium Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

HSBC Medium Duration Fund - Regular Growth

Others 100 100

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