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Invesco India Credit Risk Fund vs Aditya Birla Sun Life Credit Risk Fund compare

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tortoise-icon Invesco India Credit Risk Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

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Chart Comparison

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

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) ₹153 Cr ₹1073 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 0.45% 0.62%
6 Month 2.3% 4.15%
1 Year 9.24% 13.46%
3 Year 9.38% 10.74%
5 Year 6.55% 9.19%

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 1.5% 2.31%
1 Year 7.71% 11.44%
3 Year 8.78% 12.42%
5 Year 8.07% 10.69%

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 7.54% 7.47%
3 Year 4.76% 7.08%
5 Year 4.92% 6.68%

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% 2.47%
Sharp 0.26% 1.53%
Beta 3.71% 0.91%
Alpha 8.13% 2.21%

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 92.52
Real Estate - 3.28
Financial Services - 1.94
Industrials - 0.53
Utilities - 1.73

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