INVESCO INDIA LOW DURATION FUND vs DSP Low Duration Fund compare
INVESCO INDIA LOW DURATION FUND - Regular - Growth
DSP Low Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | DSP Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| Fund | INVESCO INDIA LOW DURATION FUND - Regular - Growth | DSP Low Duration Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹1555 Cr | ₹5698 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Jan 2007 | 10 Mar 2015 |
| 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% | 40% |
| Expense Ratio | 0.6 | 0.61 |
| Manager | Krishna Venkat Cheemalapati | Karan Mundhra |
| ISIN Code | INF205K01HT0 | INF740K018P2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | DSP Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.43% | 0.49% |
| 6 Month | 3% | 3.3% |
| 1 Year | 6.8% | 7.42% |
| 3 Year | 6.61% | 7.25% |
| 5 Year | 5.11% | 5.77% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | DSP Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.31% | 1.46% |
| 1 Year | 6.33% | 6.95% |
| 3 Year | 6.66% | 7.27% |
| 5 Year | 6.01% | 6.65% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | DSP Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.33% | 7.01% |
| 3 Year | 7.03% | 6.89% |
| 5 Year | 7.32% | 6.1% |
Risk Management
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | DSP Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.65% | 0.62% |
| Sharp | -1.15% | -0.12% |
| Beta | 1.42% | 1.39% |
| Alpha | 2.1% | 2.71% |
Fund Managers
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | DSP Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Karan Mundhra |
| Total AUM | ₹24743 Cr | ₹22743 Cr |
| Funds Managed | 19 | 6 |
| INVESCO INDIA LOW DURATION FUND - Regular - Growth | DSP Low Duration Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
DSP Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| Large Cap | -3.46 | 0.81 |
| Others | 103.46 | 99.19 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
DSP Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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