INVESCO INDIA LOW DURATION FUND vs Axis Treasury Advantage Fund compare
INVESCO INDIA LOW DURATION FUND - Regular - Growth
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Low to Moderate |
Asset Size (Cr) | ₹1673 Cr | ₹5964 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Jan 2007 | 03 Mar 2010 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index A-I | NIFTY Low Duration Debt Index A-I |
Turn Over | 0.0% | 0.0% |
Expense Ratio | 0.6 | 0.66 |
Manager | Krishna Venkat Cheemalapati | Devang Shah |
ISIN Code | INF205K01HT0 | INF846K01479 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Month | 0.89% | 0.98% |
6 Month | 3.67% | 4.14% |
1 Year | 7.18% | 8.1% |
3 Year | 6.05% | 6.92% |
5 Year | 5.33% | 6.22% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
6 Month | 2.08% | 2.34% |
1 Year | 7.55% | 8.54% |
3 Year | 6.82% | 7.68% |
5 Year | 5.8% | 6.68% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Year | 7.42% | 7.67% |
3 Year | 7.07% | 7.35% |
5 Year | 7.36% | 7.38% |
Risk Management
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Standard Deviation | 0.65% | 0.62% |
Sharp | -1.15% | 0.16% |
Beta | 1.42% | 1.35% |
Alpha | 2.1% | 2.8% |
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Fund Managers
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | Devang Shah |
Total AUM | ₹24743 Cr | ₹60014 Cr |
Funds Managed | 19 | 15 |
INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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