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
| 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 | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹1253 Cr | ₹2167 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 | 0.57 |
| Manager | Krishna Venkat Cheemalapati | Abhishek Sonthalia |
| ISIN Code | INF205K01HT0 | INF277K01MA9 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.51% | 0.56% |
| 6 Month | 3.36% | 3.69% |
| 1 Year | 6.6% | 7.14% |
| 3 Year | 4.98% | 5.65% |
| 5 Year | 5.14% | 5.85% |
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3% | 3.25% |
| 3 Year | 8.53% | 9.48% |
| 5 Year | 13.26% | 15.18% |
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.48% | 5.14% |
| 3 Year | 10.66% | 12.26% |
| 5 Year | 13.61% | 15.55% |
| 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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| 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 |
| Fund Manage | 19 | 4 |
| INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
| Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Financial | 74.83 | 75.64 |
| Construction | 8.69 | 0.4 |
| Others | 5.66 | 14.64 |
| Communication | 5.18 | 1.09 |
| Energy | 3.14 | 1.53 |
| Consumer Discretionary | 1.19 | - |
| Sovereign | 1.31 | 6.7 |
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