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INVESCO INDIA LOW DURATION FUND vs Tata Treasury Advantage Fund compare
INVESCO INDIA LOW DURATION FUND - Regular - Growth
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹1673 Cr | ₹2377 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Jan 2007 | 06 Sep 2005 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index A-I | CRISIL Low Duration Fund AI Index |
| Turn Over | 0.0% | 48.01% |
| Expense Ratio | 0.6 | 0.58 |
| Manager | Krishna Venkat Cheemalapati | Abhishek Sonthalia |
| ISIN Code | INF205K01HT0 | INF277K01MA9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.68% | 0.68% |
| 6 Month | 3.8% | 4.11% |
| 1 Year | 7.26% | 7.93% |
| 3 Year | 6.31% | 6.95% |
| 5 Year | 5.25% | 5.97% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.11% | 2.25% |
| 1 Year | 7.68% | 8.32% |
| 3 Year | 6.89% | 7.5% |
| 5 Year | 5.87% | 6.53% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.42% | 7.63% |
| 3 Year | 7.07% | 7.54% |
| 5 Year | 7.36% | 7.81% |
Risk Management
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.65% | 0.62% |
| Sharp | -1.15% | -0.14% |
| Beta | 1.42% | 1.33% |
| Alpha | 2.1% | 2.57% |
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Fund Managers
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Abhishek Sonthalia |
| Total AUM | ₹24743 Cr | ₹28928 Cr |
| Funds Managed | 19 | 4 |
| INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.83 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.83 |
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