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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) | ₹1555 Cr | ₹13097 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 | 0.48% | 0.55% |
| 6 Month | 3% | 3.25% |
| 1 Year | 6.75% | 7.17% |
| 3 Year | 6.61% | 7% |
| 5 Year | 5.1% | 5.69% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| 6 Month | 0.86% | 0.9% |
| 1 Year | 5.39% | 5.71% |
| 3 Year | 6.35% | 6.68% |
| 5 Year | 5.82% | 6.26% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| 1 Year | 7.33% | 7.45% |
| 3 Year | 7.03% | 7.1% |
| 5 Year | 7.32% | 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% | 0.39% |
| Sharp | -1.15% | 0.66% |
| Beta | 1.42% | 1.20% |
| Alpha | 2.1% | -0.86% |
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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