- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1621 Cr | ₹14426 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% | 0.42% |
| 6 Month | 3.76% | 4% |
| 1 Year | 7.15% | 7.56% |
| 3 Year | 6.47% | 6.92% |
| 5 Year | 5.08% | 5.73% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.71% | 1.85% |
| 1 Year | 7.21% | 7.68% |
| 3 Year | 6.88% | 7.27% |
| 5 Year | 5.99% | 6.49% |
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% | 0.41% |
| Sharp | -1.15% | 0.50% |
| Beta | 1.42% | 4.30% |
| Alpha | 2.1% | -0.97% |
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 |
Top Comparisons
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns16.17%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns22.17%
Kotak Savings Fund -Growth
3Y Returns6.92%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.83%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns28.24%
HSBC Midcap Fund - Regular Growth
3Y Returns22.86%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.76%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns15.12%
