Invesco India Credit Risk Fund vs Aditya Birla Sun Life Credit Risk Fund compare
Invesco India Credit Risk Fund - Regular Plan - Growth
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹155 Cr | ₹1094 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Sep 2014 | 17 Apr 2015 |
| Category | Credit Risk | Credit Risk |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Credit Risk Bond Index C-III | NIFTY Credit Risk Bond Index C-III |
| Turn Over | 24% | 14% |
| Expense Ratio | 1.45 | 1.54 |
| Manager | Krishna Venkat Cheemalapati | Dhaval Joshi |
| ISIN Code | INF205K01I34 | INF209KA1K47 |
| Exits Load | Invesco India Credit Risk Fund - Regular Plan - Growth charges 4.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1065 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.44% | 3.79% |
| 6 Month | 2.45% | 7.35% |
| 1 Year | 9.29% | 17.03% |
| 3 Year | 9.32% | 11.9% |
| 5 Year | 6.6% | 9.79% |
SIP Return Analysis
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.3% | 5.16% |
| 1 Year | 6.15% | 16.55% |
| 3 Year | 8.3% | 14.23% |
| 5 Year | 7.91% | 11.79% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.64% | 7.51% |
| 3 Year | 4.76% | 7.1% |
| 5 Year | 4.97% | 6.71% |
Risk Management
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.7% | 1.82% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Dhaval Joshi |
| Total AUM | ₹24743 Cr | ₹361932 Cr |
| Funds Managed | 19 | 55 |
| Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Credit Risk Fund - Regular Plan - Growth |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India Credit Risk Fund - Regular Plan - Growth |
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 92.51 |
| Real Estate | - | 3.33 |
| Financial Services | - | 1.93 |
| Industrials | - | 0.52 |
| Utilities | - | 1.71 |
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