INVESCO INDIA LOW DURATION FUND vs HDFC Low Duration Fund compare
HDFC Low Duration Fund - Growth
INVESCO INDIA LOW DURATION FUND - Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Low Duration Fund - Growth | INVESCO INDIA LOW DURATION FUND - Regular - Growth |
|---|---|---|
| Fund | HDFC Low Duration Fund - Growth | INVESCO INDIA LOW DURATION FUND - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹25493 Cr | ₹1641 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 19 Nov 1999 | 18 Jan 2007 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index B-I | NIFTY Low Duration Debt Index A-I |
| Turn Over | 14.32% | 0.0% |
| Expense Ratio | 1.04 | 0.6 |
| Manager | Dhruv Muchhal | Krishna Venkat Cheemalapati |
| ISIN Code | INF179K01442 | INF205K01HT0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Low Duration Fund - Growth | INVESCO INDIA LOW DURATION FUND - Regular - Growth |
|---|---|---|
| 1 Month | 0.53% | 0.49% |
| 6 Month | 3.08% | 2.78% |
| 1 Year | 7.39% | 6.77% |
| 3 Year | 7.26% | 6.59% |
| 5 Year | 5.89% | 5.11% |
SIP Return Analysis
| Scheme Name | HDFC Low Duration Fund - Growth | INVESCO INDIA LOW DURATION FUND - Regular - Growth |
|---|---|---|
| 6 Month | 1.51% | 1.37% |
| 1 Year | 6.94% | 6.28% |
| 3 Year | 7.29% | 6.65% |
| 5 Year | 6.72% | 6.04% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Low Duration Fund - Growth | INVESCO INDIA LOW DURATION FUND - Regular - Growth |
|---|---|---|
| 1 Year | 7.37% | 7.31% |
| 3 Year | 7.06% | 7.03% |
| 5 Year | 7.13% | 7.31% |
Risk Management
| Scheme Name | HDFC Low Duration Fund - Growth | INVESCO INDIA LOW DURATION FUND - Regular - Growth |
|---|---|---|
| Standard Deviation | 0.41% | 0.65% |
| Sharp | 1.23% | -1.15% |
| Beta | 1.21% | 1.42% |
| Alpha | -0.62% | 2.1% |
Fund Managers
| Scheme Name | HDFC Low Duration Fund - Growth | INVESCO INDIA LOW DURATION FUND - Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Krishna Venkat Cheemalapati |
| Total AUM | ₹520687 Cr | ₹24743 Cr |
| Funds Managed | 40 | 19 |
| HDFC Low Duration Fund - Growth | INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Market Cap
| Scheme Name |
HDFC Low Duration Fund - Growth |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Low Duration Fund - Growth |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.92%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.1%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.77%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.77%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.2%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.18%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns17.51%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns14.52%