INVESCO INDIA LOW DURATION FUND vs HSBC Low Duration Fund compare
INVESCO INDIA LOW DURATION FUND - Regular - Growth
HSBC Low Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | HSBC Low Duration Fund - Regular Growth |
|---|---|---|
| Fund | INVESCO INDIA LOW DURATION FUND - Regular - Growth | HSBC Low Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Average |
| Asset Size (Cr) | ₹1555 Cr | ₹1017 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹0 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Jan 2007 | 04 Dec 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 B-I |
| Turn Over | 0.0% | 30% |
| Expense Ratio | 0.6 | 1.09 |
| Manager | Krishna Venkat Cheemalapati | Mahesh A Chhabria |
| ISIN Code | INF205K01HT0 | INF677K01452 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | HSBC Low Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.45% | 0.49% |
| 6 Month | 3.02% | 3.29% |
| 1 Year | 6.76% | 8.7% |
| 3 Year | 6.62% | 7.78% |
| 5 Year | 5.11% | 6.04% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | HSBC Low Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.31% | 1.45% |
| 1 Year | 6.33% | 8.16% |
| 3 Year | 6.66% | 8.06% |
| 5 Year | 6.01% | 7.14% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | HSBC Low Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.33% | 7.45% |
| 3 Year | 7.03% | 7.25% |
| 5 Year | 7.32% | 7.29% |
Risk Management
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | HSBC Low Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.65% | 0.96% |
| Sharp | -1.15% | 1.01% |
| Beta | 1.42% | 2.70% |
| Alpha | 2.1% | -1.54% |
Fund Managers
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | HSBC Low Duration Fund - Regular Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Mahesh A Chhabria |
| Total AUM | ₹24743 Cr | ₹15021 Cr |
| Funds Managed | 19 | 9 |
| INVESCO INDIA LOW DURATION FUND - Regular - Growth | HSBC Low Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
HSBC Low Duration Fund - Regular Growth |
|---|---|---|
| Large Cap | -3.46 | - |
| Others | 103.46 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
HSBC Low Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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