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) | ₹1555 Cr | ₹7517 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 | 0.65 |
| 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 | 0.45% | 0.53% |
| 6 Month | 3% | 3.46% |
| 1 Year | 6.75% | 7.7% |
| 3 Year | 6.61% | 7.44% |
| 5 Year | 5.1% | 6% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 0.86% | 1.01% |
| 1 Year | 5.39% | 6.18% |
| 3 Year | 6.35% | 7.18% |
| 5 Year | 5.82% | 6.67% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 7.33% | 7.69% |
| 3 Year | 7.03% | 7.33% |
| 5 Year | 7.32% | 7.34% |
Risk Management
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.37% | 0.38% |
| Sharp | -0.28% | 1.76% |
| Beta | 1.14% | 1.20% |
| Alpha | -1.18% | -0.44% |
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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