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) | ₹152 Cr | ₹1023 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 | 0.14% | 0.68% |
6 Month | 6.18% | 5.45% |
1 Year | 9.64% | 16.47% |
3 Year | 9.15% | 10.44% |
5 Year | 6.54% | 9.38% |
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 | 1.38% | 2.55% |
1 Year | 9.56% | 14.16% |
3 Year | 9.38% | 12.49% |
5 Year | 8.05% | 10.56% |
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 | 7.3% | 7.3% |
3 Year | 4.71% | 6.93% |
5 Year | 4.66% | 6.58% |
Risk Management
Scheme Name | Invesco India Credit Risk Fund - Regular Plan - Growth | Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.77% | 2.49% |
Sharp | 0.87% | 1.39% |
Beta | 1.47% | 0.74% |
Alpha | 1.07% | 2.81% |
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 | 91.82 |
Real Estate | - | 3.9 |
Financial Services | - | 2.02 |
Industrials | - | 0.56 |
Utilities | - | 1.71 |
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