INVESCO INDIA LOW DURATION FUND vs Aditya Birla Sun Life Low Duration Fund compare
INVESCO INDIA LOW DURATION FUND - Regular - Growth
Aditya Birla Sun Life Low Duration Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Fund | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Low to Moderate |
Asset Size (Cr) | ₹1940 Cr | ₹14189 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Jan 2007 | 14 May 1998 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index A-I | CRISIL Low Duration Fund BI Index |
Turn Over | 0.0% | 20% |
Expense Ratio | 0.6 | 1.19 |
Manager | Krishna Venkat Cheemalapati | Dhaval Joshi |
ISIN Code | INF205K01HT0 | INF209K01LQ0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
1 Month | 0.41% | 0.4% |
6 Month | 3.67% | 3.89% |
1 Year | 6.91% | 7.28% |
3 Year | 6.48% | 6.87% |
5 Year | 5.11% | 5.71% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
6 Month | 1.37% | 1.43% |
1 Year | 6.64% | 6.97% |
3 Year | 6.73% | 7.07% |
5 Year | 5.95% | 6.41% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
1 Year | 7.35% | 7.46% |
3 Year | 7.04% | 7.12% |
5 Year | 7.34% | 6.68% |
Risk Management
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Standard Deviation | 0.65% | 0.44% |
Sharp | -1.15% | 0.28% |
Beta | 1.42% | 4.38% |
Alpha | 2.1% | -1.05% |
Fund Managers
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Name | Krishna Venkat Cheemalapati | Dhaval Joshi |
Total AUM | ₹24743 Cr | ₹361932 Cr |
Funds Managed | 19 | 55 |
INVESCO INDIA LOW DURATION FUND - Regular - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Market Cap
Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Others | 100 | 100 |
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